On March 30, at the executive meeting of the State Council, it was decided to start a number of water conservancy projects with mature conditions to improve the guarantee of water resources and the ability of disaster prevention and reduction. The meeting pointed out that water conservancy projects are livelihood projects, development projects and safety projects. This year, we will start a number of water conservancy projects that have been included in the plan and have mature conditions, such as the follow-up project of the South-to-North Water Transfer. The annual investment in water conservancy can be about 800 billion yuan.
Compared with the statement of promoting the “two new and one heavy” infrastructure projects in 2021, the expression order of water conservancy in this year’s government work report is more advanced and clear Guotai Junan Securities Co.Ltd(601211) analysts believe that during the “14th five year plan” period, water conservancy construction will achieve high-quality development from the four investment directions of flood control, water supply, intelligent water conservancy and ecological restoration, and its investment growth rate is expected to enter a new round of growth period driven by the accelerated implementation of 150 major water conservancy projects.
According to the theme database of financial Associated Press, among the relevant listed companies:
Shenzhen Water Planning & Design Institute Co.Ltd(301038) is one of the only three class a design units in the water conservancy industry in Guangdong Province. The comprehensive strength of the company ranks in the forefront of the water conservancy survey and design industry in Guangdong Province.
Ningxia Qinglong Pipes Industry Group Co.Ltd(002457) mainly engaged in the R & D, manufacturing and sales of various water supply and drainage pipelines. It is the largest manufacturer of drainage and water supply pipelines in Shaanxi, Gansu, Ningxia, Qinghai and Mongolia.
