Group 1 - The new urbanization sector opened high, with notable stocks such as Zhubo Design (300564) and Guanlong Energy (301151) hitting the 20% daily limit up [1] - Dahongli (300865), Shenzhen Water Planning Institute (301038), and Feilu Co., Ltd. (300665) opened more than 10% higher [1] - There is a significant influx of dark pool funds into these stocks, indicating strong investor interest [1]

Group 1 - The core point of the announcement is that the shareholder, Energy Saving Iron Han, plans to reduce its holdings in Deepwater Regulation Institute (301038.SZ) by a total of up to 6.6924 million shares, which represents no more than 3% of the company's total share capital [1]

证券代码：301038 证券简称：深水规院 公告编号：2025-018 深圳市水务规划设计院股份有限公司 关于特定股东减持股份的预披露公告 公司股东中节能铁汉生态环境股份有限公司保证向本公司提供的信息内容 真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 持有深圳市水务规划设计院股份有限公司（以下简称"深水规院""公司"或 "发行人"）股份8,144,500股（占公司总股本比例3.65%）的中节能铁汉生态环境 股份有限公司（以下简称"节能铁汉"），计划通过集中竞价交易和大宗交易相结 合的方式减持所持有的深水规院股份合计不超过6,692,400股，即不超过深水规院总 股本的3%（如遇派息、送股、转增股本、配股等除权除息事项，上述拟减持股份数 量将相应进行调整，但减持股份占深水规院总股本的比例不变），减持期间为自本 减持计划公告披露之日起15个交易日后3个月内，即2025年7月31日至2025年10月30 日。 节能铁汉系公司股东，截至本公告披露日共计持有公司股份8,144,500股，占公 司总股本的3.65%。其所持深水规院 ...

Group 1: Company Strategy and Future Plans - The company has integrated smart operations, AI water technology, and water-soil carbon sinks into its strategic planning, aiming to leverage national policies on mergers and acquisitions to enhance competitiveness [2] - The future development plan focuses on becoming a leading water and environmental engineering consulting group, with a business model based on "one body, two wings" and a "layered gradient" market layout [3] - The company aims to expand new business areas and create a comprehensive service system for the entire lifecycle of water resources, emphasizing innovative solutions and precise management [3] Group 2: Financial Performance - In 2024, the company's net cash flow from operating activities reached ¥156,166,086.13, representing a year-on-year increase of 142.69% [3] - The overall cash flow situation is positive, with significant growth in net cash flow from operating activities, and the company plans to enhance project receivables management in 2025 [3] Group 3: Market Opportunities and Challenges - The company plans to seize opportunities from increased national bond issuance and water investment, as well as challenges posed by extreme weather and urban flooding [4] - The focus will be on digitalization and intelligence in water management, as well as the marine economy, to improve resilience and growth potential in a changing environment [4]

Core Viewpoint - The recent release of the "Opinions on Comprehensive Promotion of River Protection and Governance" by the Central Committee of the Communist Party of China and the State Council has led to a surge in water conservancy construction stocks, indicating a positive outlook for the industry through 2035 [1][2]. Group 1: Policy Implications - The main goals outlined in the "Opinions" include the establishment of a modern flood prevention and disaster reduction system by 2035, improved water resource utilization, enhanced urban and rural water supply security, and better ecological quality of rivers [1]. - The policy emphasizes the need for a comprehensive flood control engineering system, including reservoirs, river channels, and flood retention areas, to enhance flood prevention capabilities [2]. Group 2: Industry Impact - Several water conservancy construction stocks, such as Hanjiang He Shan and Chengbang Co., have seen significant price increases, with some reaching their daily limit [1]. - Companies like Hanjiang He Shan are involved in key water conservancy projects, with projected sales revenue of 510 million yuan from various pipeline procurement projects in 2024 [2].

Group 1 - The new urbanization sector saw a significant rise at the beginning of trading, with Hopu Co., Ltd. (301024) hitting a 20% limit up, and Chengbang Co., Ltd. (603316) approaching the limit up [1] - Other leading stocks included Nongshang Environment (300536), Zhongshe Consulting, and Deepwater Planning Institute (301038) [1] - The National Development and Reform Commission emphasized the importance of promoting coordinated development between urban and rural areas, advancing new urbanization, and accelerating the urbanization of agricultural transfer populations [1]

Industry Summary - The Central Committee of the Communist Party of China and the State Council have issued opinions on the comprehensive promotion of river protection and governance, emphasizing the integrated utilization of water resources [1] - The development of pumped storage hydropower is highlighted as a key support for building a new power system, especially with the large-scale integration of renewable energy [1] - By the end of 2024, the cumulative installed capacity of pumped storage in China is expected to reach 58.69 million kilowatts, maintaining the world's leading position for nine consecutive years [1] - An additional 8 million kilowatts is projected to be added by 2025, bringing the total installed capacity to approximately 66 million kilowatts [1] - The southwestern region of China is identified as a key area for hydropower and pumped storage development due to its abundant water resources and supportive policies [1] Company Summary - China Power Construction Corporation holds approximately 90% of the domestic market share in the planning and design of pumped storage, and about 80% of the construction project share [2] - Deep Water Planning Institute specializes in providing surveying, design, planning consulting, and project management services for water construction projects, with mature technology in pumped storage engineering [2] - The company possesses comprehensive Class A qualifications for engineering surveying and Class A qualifications for water conservancy engineering design, meeting the design needs for pumped storage power stations [2]

证券代码：301038 证券简称：深水规院 公告编号：2025-017 深圳市水务规划设计院股份有限公司（以下简称"公司"）已于 2025 年 4 月 17 日在巨潮资讯网（www.cninfo.com.cn）披露了公司《2024 年年度报告》及 《2024 年年度报告摘要》。为便于广大投资者更全面深入了解公司经营业绩、 发展战略等情况，公司定于 2025 年 6 月 30 日（星期一）15:30-16:30 在"价值 在线"（www.ir-online.cn）举办 2024 年度网上业绩说明会，与投资者进行沟通 和交流，广泛听取投资者的意见和建议。 深圳市水务规划设计院股份有限公司 关于举办 2024 年度网上业绩说明会的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、说明会召开的时间、地点和方式 会议召开时间：2025 年 6 月 30 日（星期一）15:30-16:30； 会议召开地点：价值在线（www.ir-online.cn）； 会议召开方式：网络互动方式。 二、参加人员 出席公司本次年度业绩说明会的人员：董事长兼总经理朱闻博先生、副总经 ...

证券代码：301038 证券简称：深水规院 公告编号：2025-016 深圳市水务规划设计院股份有限公司 关于持股5%以上股东减持股份触及1%暨减持计划期间 届满的公告 公司持股5%以上股东深圳水规院投资股份有限公司保证向本公司提供的信 息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 深圳市水务规划设计院股份有限公司（以下简称"公司"）于2025年3月3日在 巨潮资讯网（www.cninfo.com.cn）披露了《关于持股5%以上股东减持股份的预披 露公告》（公告编号：2025-003），持有公司股份25,740,000股（占公司总股本比 例15.00%）的股东深圳水规院投资股份有限公司（以下简称"水规院投资"）计 划自该公告披露之日起15个交易日后的3个月内，以集中竞价交易、大宗交易方式 减持所持有的公司股份合计不超过5,148,000股，即不超过公司股份总数的3%，其 中拟通过集中竞价方式减持不超过1,716,000股，即不超过公司总股本的1%；拟通 过大宗交易方式减持不超过3,432,000股，即不超过公司总股本的2%。 ...

Group 1 - The core point of the article highlights the significant stock price movements in the water conservancy sector, with companies such as Deep Water Planning Institute and Hanjian River Mountain both reaching their daily limit up [1] - Other companies in the sector, including Tibet Tianlu, Qinglong Pipeline, Aibulu, Zhongshe Consulting, and Sanhe Pile, experienced stock price increases exceeding 5% [1] - Additional companies like Deep Water Haina and Suzhou Planning also saw upward trends in their stock prices, indicating a broader positive movement within the industry [1]