水利水电勘测设计行业“十五五”市场战略研究及投资建议可行性评估预测报告（2026版）

Core Viewpoint - The water conservancy and hydropower surveying and design industry in China is experiencing significant growth driven by government investment and policy support, with a focus on technological innovation and sustainable development [3][7][14]. Industry Development Status - The water conservancy and hydropower surveying and design industry is a critical precursor to water conservancy projects, providing essential technical support across various fields such as reservoir construction, irrigation, and flood control [2]. - The industry has evolved from its inception in the 1950s to a phase of explosive growth in the early 21st century, with total government investment in water conservancy rising from 120 billion yuan in 2000 to approximately 1,350 billion yuan by 2024 [3][7]. - The number of water conservancy surveying and design enterprises has increased from fewer than 100 in 2000 to nearly 1,400 in 2023, indicating a robust expansion of the sector [3]. Industry Chain and Value Distribution - The industry chain is characterized by complex and tight interconnections, with significant differences in gross profit margins and technical barriers across different segments [4][5]. - Upstream suppliers of materials and equipment generally have lower profit margins, while software and technical service providers enjoy margins exceeding 30% [4]. - The construction phase of water conservancy projects has relatively low profit margins due to high labor costs and intense competition, but integrated EPC (Engineering, Procurement, and Construction) services can enhance overall profitability [5][6]. Market Scale and Investment Trends - The market size of the water conservancy surveying and design industry is closely linked to fixed asset investments in water conservancy projects, which have seen a compound annual growth rate of 12.72% from 2014 to 2023 [6][10]. - Government investment remains the dominant source, accounting for over 70% of total funding, with significant allocations directed towards flood control, water resource projects, and ecological construction [10][11]. - In 2023, the total investment in water conservancy projects reached 1,199.6 billion yuan, marking a historical high and a year-on-year increase of 12.8% [7][10]. Market Structure - The market is predominantly led by state-owned enterprises, which account for 19.7% of the total number of surveying and design units, reflecting the high capital and technical requirements of the industry [12][13]. - The industry is undergoing structural changes, with a gradual increase in the number of enterprises and a decrease in the proportion of public institutions, indicating a shift towards a model where state-owned enterprises dominate while private enterprises supplement the market [13]. Future Development Trends - Continuous policy support is expected to drive the development of the water conservancy surveying and design industry, particularly in the context of the national water network construction and the need for high-quality water resource management [14][16]. - The integration of smart water management technologies, such as digital twin systems, is anticipated to enhance operational efficiency and decision-making capabilities within the industry [16][18]. - Local governments are actively implementing smart water management initiatives, showcasing successful applications that improve water resource management and disaster response capabilities [17].