On February 10, the water conservancy sector strengthened, Shenzhen Water Planning & Design Institute Co.Ltd(301038) , Zhengping Road & Bridge Construction Co.Ltd(603843) , Shandong Longquan Pipeline Engineering Co.Ltd(002671) limit, Zhejiang Communications Technology Co.Ltd(002061) , Lingnan Eco&Culture-Tourism Co.Ltd(002717) and so on.
A reporter from China's Ministry of securities learned from the Ministry of water resources that the investment scale of water conservancy construction will continue to remain at a high level this year. At present, the investment scale of major water conservancy projects under construction in China exceeds trillion yuan.
many provinces announced the amount of water conservancy investment in 2022
The relevant person in charge of the planning and Planning Department of the Ministry of Water Resources said that the construction of 150 major water conservancy projects in 2020 and the follow-up determined by the State Council is also being accelerated. By the end of 2021, 67 of 150 major water conservancy projects have been approved and 62 have been started. In 2021, a total of 144 billion yuan will be invested in major water conservancy projects, of which 57 billion yuan will be invested by the central government. At the same time, in combination with the preparation of the water security plan of the 14th five year plan, actively plan a number of major water conservancy projects with strong foundation, increased functions and long-term benefits, and do a good job in project reserves.
According to media reports, recently, the regulatory authorities issued a notice requiring local governments to supplement and submit a number of special debt projects, focusing on urban pipe network construction, water conservancy and other fields.
Recently, several provinces have successively announced the amount of water conservancy investment this year, "accelerating the promotion" and "exceeding the investment" have become high-frequency words for the layout of water conservancy construction this year.
On February 10, Shaanxi Provincial Water Conservancy Work Conference was held, and it was proposed that Shaanxi plans to complete 40.6 billion yuan of water conservancy investment this year, an increase of 8% over 2021. In the first quarter, the investment of water conservancy projects should be no less than 5.5 billion yuan to ensure "stable opening of the door".
In 2022, the scale of water conservancy investment in Fujian Province will maintain steady growth. It is planned to complete an investment of 41.8 billion yuan, focus on promoting three major tasks and eight tasks, and strive to start 115 major projects and complete or basically complete 75 projects around promoting the construction of "one river, one network and one platform". Of the planned investment of 41.8 billion yuan, 33.12 billion yuan is for major projects and 8.68 billion yuan is for general projects.
Investment amount of water conservancy in some provinces in 2022
continuous favorable policies
The executive meeting of the State Council held on January 10 requested that steady growth be placed in a more prominent position. It is proposed that the relevant procedures should be simplified for the projects listed in the plan and qualified, especially for the major water conservancy projects that have been demonstrated for many years in the early stage.
Since the beginning of this year, a good policy has been issued focusing on water conservancy construction.
Recent water conservancy related policies
What investment opportunities does bring?
In July 2020, at the regular policy briefing of the State Council, the Ministry of water resources introduced that 150 major water conservancy projects will be promoted from 2020 to 2022, with a total investment of 1.29 trillion yuan. According to the calculation, it can directly and indirectly drive the investment of 6.6 trillion yuan.
According to the Securities Research Report, combined with the water conservancy investment plans disclosed by provincial administrative regions across the country, it is expected that the scale of national water conservancy investment will reach 5.17 trillion yuan during the 14th Five Year Plan period. Major investment areas such as "flood control + water supply" will still achieve rapid growth with the overall investment, while smart water conservancy, as a single major item in multi provincial planning, is expected to be promoted rapidly, and the investment scale will reach 77.9 billion yuan during the 14th Five Year Plan period.
Water conservancy concept unit
Source: Research Report of securities companies
