证券之星消息，2月3日环境治理板块较上一交易日上涨1.66%，赛恩斯领涨。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。环境治理板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 688335 复洁科技 | | 5242.91万 | 13.68% | -461.30万 | -1.20% | -4781.61万 | -12.48% | | 300779 | 惠城环保 | 3699.92万 | 7.20% | 725.88万 | 1.41% | -4425.80万 | -8.61% | | 603588 高能环境 | | 3559.06万 | 7.46% | -2223.80万 | -4.66% | -1335.26万 | -2.80% | | 002266 | 浙富控股 | 2439.57万 | 3.50% | -3156.32万 | -4.53% ...

[Table_Info1] 证券研究报告 [Table_Title] 证券研究报告 / 债券研究报告 2026 年 2 月十大转债 报告摘要： [Table_Summary] 2 月十大转债如下： [Table_Report] 相关报告 《耐普转 02 定价：首日转股溢价率 28%~33%》 --20260127 《尚太转债定价：首日转股溢价率 40%~45%》 --20260127 《联瑞转债定价：首日转股溢价率 43%~48%》 --20260115 《美国 2026 年通胀展望：前高后低，整体可 控》 ① 中特转债（AAA，1 月末收盘价 128.153 元，转股溢价率 73.5%，正 股 PE-TTM14.75） 中证转债指数 请务必阅读正文后的声明及说明 [Table_Date] 发布时间：2026-2-3 ---东北固收转债分析 风险提示：转债回调风险。 [Table_Invest] [Table_Author] ② 山路转债（AAA，1 月末收盘价 128.472 元，转股溢价率 54.45%， 正股 PE-TTM4.32） ③ 和邦转债（AA，1 月末收盘价 153.399 元，转股溢价率 2 ...

中新网重庆1月30日电 (黄维正)"应夯实现代化水网基础、挖潜补短提质、提升水网安全和韧性。"重庆 市政协委员、重庆水务环境控股集团有限公司董事长朱军在2026年重庆两会期间建议，加快推进川渝合 作重点水利项目，构建成渝水网体系，提速突破长征渠引水工程、川渝东北一体化水资源配置工程前期 工作。 朱军介绍，渝西地区作为成渝地区双城经济圈核心区域，水资源保障需求迫切，渝西水资源配置工程建 成后，仍难以满足成渝地区双城经济圈远期发展水安全保障要求，亟需推动渝西地区远期水网规划和建 设。 图为渝西 若推动该项目建成，预计可新增年供水量4.0亿—5.0亿m³，满足渝西远期供水需求，并将渝西地区应急 备用供水能力提升至90天。 同时，朱军还提到，川渝东北一体化水资源配置工程是重庆水网建设的重要组成部分，已进入《成渝地 区双城经济圈水安全保障规划》《嘉陵江流域综合规划》。 该工程受水区包括四川省达州市和重庆市万州区、梁平区、垫江县、忠县，位于华蓥山、精华山之间的 平行岭谷区，是承接产业转移的重点区域和全国重点粮食产区，但区域粮食安全保障程度不高，素 有"十年九旱"的说法。 朱军称，川渝东北一体化水资源配置工程从四川前河和重 ...

Core Insights - The Chinese urban water supply industry is entering a mature phase, with total water supply expected to reach 704.88 billion tons in 2024, a year-on-year increase of 2.52% [1][13]. Industry Overview - Urban water supply is a vital municipal infrastructure system consisting of water source extraction facilities, water treatment plants, and distribution networks, adhering to principles of water source development and conservation [3]. - The industry is closely linked to urbanization, with the urbanization rate in China increasing from 58.52% in 2017 to 67% in 2024, driving demand for both domestic and industrial water [8]. Supply Scale - The total length of urban water supply pipelines in China has grown from 710,200 kilometers in 2015 to 1,199,500 kilometers in 2024, with a compound annual growth rate of 6% [9][10]. - The comprehensive production capacity of urban water supply is projected to be 34.418 million cubic meters per day in 2024, with a utilization rate of 56.11%, an increase of 0.08 percentage points year-on-year [11][12]. Demand Scale - The urban water user population in China increased from 451 million in 2015 to 564 million in 2023, with a compound annual growth rate of 2.85%. However, it is expected to slightly decline to 564 million in 2024 [15]. Competitive Landscape - The urban water supply industry features a diversified competitive landscape characterized by state-owned dominance, the rise of private enterprises, and foreign investment penetration. Major players include Beijing Enterprises Water Group, Beijing Capital Eco-Environmental Protection Group, and others [16][17]. Development Trends - The industry is shifting from a focus on quantity expansion to ensuring quality and safety in water supply, emphasizing comprehensive water quality monitoring and risk management [18]. - Business models are evolving from traditional water supply to integrated water service providers, offering a range of value-added services [19]. - Value creation is transitioning from cost control to leveraging data assets and smart operations, utilizing IoT and AI for enhanced efficiency and decision-making [20].

| 证券代码：601158 | 证券简称：重庆水务 | | | 公告编号：临 | 2026-004 | | --- | --- | --- | --- | --- | --- | | 债券代码：188048 | 债券简称：21 | 渝水 | 01 | | | | 债券代码：242471 | 债券简称：25 | 渝水 | 01 | | | | 债券代码：242472 | 债券简称：25 | 渝水 | 02 | | | | 债券代码：113070 | 债券简称：渝水转债 | | | | | 重庆水务集团股份有限公司（下称公司）已于2026年1月23日召 开独立董事2026年第一次专门会议，审议通过了《关于审议重庆水务 集团股份有限公司2026年预计日常关联交易的议案》，全体独立董事 同意将本次关联交易议案提交公司董事会审议。独立董事认为公司与 关联方按照市场交易原则公平、公开、合理地确定交易价格。不存在 损害公司股东尤其是中小股东利益的情形，不会对公司的持续经营能 力和独立性产生不良影响。 公司已于2026年1月27日召开第六届董事会第二十三次会议，经 全体非关联董事一致同意，审议通过了《关于审议重庆水务集团股份 ...

| 证券代码：601158 | 证券简称：重庆水务 | | | 公告编号：临 | 2026-003 | | --- | --- | --- | --- | --- | --- | | 债券代码：188048 | 债券简称：21 | 渝水 | 01 | | | | 债券代码：242471 | 债券简称：25 | 渝水 | 01 | | | | 债券代码：242472 | 债券简称：25 | 渝水 | 02 | | | | 债券代码：113070 | 债券简称：渝水转债 | | | | | 重庆水务集团股份有限公司 第六届董事会第二十三次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 二、审议通过《重庆水务集团股份有限公司关于 2026 年预计日 常关联交易的议案》 表决结果：5 票同意，0 票反对，0 票弃权。 重庆水务集团股份有限公司（以下简称公司）第六届董事会第二 十三次会议于 2026 年 1 月 27 日在公司 11 楼会议室以现场加视频方 式召开。本次会议的通知已于 2026 年 1 月 20 日通过电子 ...

Core Insights - The construction of urban water networks is a comprehensive infrastructure project aimed at enhancing urban water security resilience through multi-system coordination and smart control [1][2] - The industry is entering a new phase of systematic advancement, driven by top-level policies and continuous growth in water conservancy investment, with significant investments in major national water network projects expected to reach 42.5% in 2024 [1][8] - The market for smart water management is rapidly expanding, projected to exceed 30 billion yuan by 2025, driving digital transformation in water network operations [1][11] Industry Overview - Urban water network construction integrates various systems, including water source management, supply, drainage, flood control, and ecological protection, to address challenges such as water scarcity and pollution [2][3] - The industry is characterized by a closed-loop collaborative structure, comprising upstream supply, midstream engineering integration, and downstream operational services [5][6] Development Background - The urban water network is a critical infrastructure for urban operation, supported by a series of national policies aimed at promoting high-quality development and systematic advancement in water network construction [6][8] - Investment in water conservancy construction has shown steady growth, with total investment rising from 818.2 billion yuan in 2020 to 1,352.9 billion yuan in 2024, reflecting a compound annual growth rate of 13.4% [8][10] Investment Structure - In 2024, the investment in flood control engineering is expected to reach 522.3 billion yuan, accounting for 38.6%, while major national water network projects will attract 574.7 billion yuan, representing 42.5% of total investment [8][10] - The investment structure indicates a shift from a focus on engineering to a more integrated approach that includes ecological and smart solutions [8][10] Water Resource Management - In 2024, the total water usage in China is projected to be 5,928 billion cubic meters, with agricultural water accounting for 61.6%, indicating significant potential for efficiency improvements [10][11] - The supply structure shows that surface water remains the primary source, while unconventional water sources utilization has reached 25.16 billion cubic meters, reflecting diversification in water resource management [10][11] Future Trends - The urban water network construction will evolve towards system collaboration, digital empowerment, and ecological resilience, aiming for a modern development framework that is intelligent, efficient, and sustainable [12][13] - Digital twin technology will play a crucial role in integrating physical and digital water networks, enhancing management capabilities through proactive monitoring and predictive analytics [14][15] - Ecological design will be integrated throughout the construction process, promoting green technologies and enhancing the resilience of water systems against extreme climate events [15]

Core Viewpoint - Chongqing Water Supply (601158) is focusing on providing high-quality drinking water through its subsidiary, which operates a pipeline direct drinking water business and is expanding into hot water and medical pure water industries [1] Group 1: Business Operations - The company’s subsidiary, Chongqing Quality Water Supply Co., is primarily engaged in the pipeline direct drinking water business [1] - The company has implemented a large-scale layout of urban pipelines through a "central water purification station + quality water supply" model [1] - The direct drinking water service has reached various sectors in Chongqing, including education, residential areas, hospitals, government agencies, and enterprises, catering to approximately 400,000 residents [1] Group 2: Commitment to Quality - The company is committed to ensuring the safety and reliability of water supply for the public [1] - It aims to leverage its quality water supply capabilities to meet the high-end water demand in the market and enhance the added value of water resources [1]

Group 1 - The company focuses on its core business of water supply and drainage, adhering to new development concepts [2] - The company aims to strengthen market awareness and actively expand water supply and drainage projects both within and outside the city [2] - The company is committed to deepening its involvement in the water environment industry to promote high-quality development [2]

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 1月9日主力资金净流入475.27万元，占总成交额15.69%；游资资金净流出175.45万元，占总成交额 5.79%；散户资金净流出299.81万元，占总成交额9.9%。 公司公告汇总 申万宏源证券承销保荐有限责任公司对重庆水务集团股份有限公司2025年度情况进行现场检查。检查内 容包括公司治理、三会运作、信息披露、募集资金使用、关联交易、对外担保、重大对外投资及经营状 况等。经核查，公司治理机制有效运行，信息披露真实准确完整，募集资金使用合规，未发现关联方资 金占用，经营状况良好。检查未发现需向证监会和交易所报告的重大事项。 截至2026年1月9日收盘，重庆水务(601158)报收于4.49元，上涨0.22%，换手率0.14%，成交量6.75万 手，成交额3029.27万元。 当日关注点 交易信息汇总资金流向 来自交易信息汇总：1月9日主力资金净流入475.27万元，占总成交额15.69%。 来自公司公告汇总：申万宏源证券完成对重庆水务2025年度现场检查，未发现需向监管机构报告 ...