According to the official website of the national development and Reform Commission, recently, with the consent of the State Council, the national development and Reform Commission and the Ministry of water resources jointly issued the water security plan for the 14th five year plan. The plan defines the main objectives and key tasks of water security during the 14th Five Year Plan period. By 2025, the ability to prevent flood and drought disasters, the ability to save, intensively and safely use water resources, the ability to optimize the allocation of water resources, the ability to protect and manage rivers and lakes will be further strengthened, and the national water security guarantee ability will be significantly improved. The plan also looks forward to the goal of water security in 2035. There are eight key tasks for water security in the 14th five year plan: first, implement the national water-saving action and strengthen the rigid constraints on water resources; Second, strengthen the construction of major water resources projects and improve the ability of optimal allocation of water resources; Third, strengthen the construction of weak links in flood control and improve the capacity of flood control and disaster reduction in the basin; Fourth, strengthen water and soil conservation and river and lake regulation, and improve the ability of water ecological environment protection and control; Fifth, strengthen the construction of agricultural and rural water conservancy and improve the guarantee ability of Rural Revitalization of water conservancy; Sixth, strengthen the construction of intelligent water conservancy and improve the level of digitization, networking and intelligence; Seventh, strengthen the reform of key areas of water conservancy and improve the innovation and development capacity of water conservancy; Eighth, strengthen water conservancy management and improve the modernization level of water treatment.
Guotai Junan Securities Co.Ltd(601211) believes that steady growth will be the focus of economic work in 2022. As one of the important infrastructure fields, water conservancy has the characteristics of strong social benefits, large investment absorption and long industrial chain. The development of water conservancy is expected to fully boost demand, create employment and make an important contribution to achieving the goal of steady growth. In combination with the work deployment of the central government and the Ministry of water resources, water conservancy will focus on the construction of major projects such as national water network and basin flood control and the improvement of smart water conservancy in 2022. In terms of medium and long-term planning, 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. 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.
Water conservancy construction is conducive to the fields of construction (Engineering and Design) and building materials (pipe, waterproof and cement). The regional leaders in southwest, South China and East China have greater flexibility. Intelligent water conservancy recommends China Railway Group Limited(601390) with integration advantages. Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , Jsti Group(300284) , China Liansu, Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) , Huaxin Cement Co.Ltd(600801) , China Railway Group Limited(601390) are recommended.
