Core Viewpoint - China Water Affairs (00855) has successfully won the integrated urban and rural water supply operation rights transfer project in Zhecheng County, Henan Province, marking a historic breakthrough in the Central Plains market and expanding its national business footprint [1] Group 1: Project Achievements - The Zhecheng County project is the first for China Water Affairs in Henan Province and represents the first integrated urban and rural water supply project in the province to enter the substantive advancement stage [1] - The company has achieved a total of 8 to 10 water supply projects approved for price increases during FY26H1, with the approved projects including locations such as Hunan Ningxiang, Hubei Jiangling, and Guangdong Boluo [1] Group 2: Supply Capacity - The approved projects have a combined daily water supply capacity of 1.05 million tons, which is equivalent to 14.2% of the company's total water supply capacity of 7.39 million tons as of September 2025 [1] - Recent approvals for price increases include the Jiangxi Pengze project, while projects in Heilongjiang Hegang and Hunan Huaihua are currently in the hearing stage, suggesting that the total number of approved projects for FY26 may exceed expectations [1]
中国水务午后涨超5% 公司中标河南柘城县项目 机构称项目提价步伐有望超预期