2025年中国智慧水务（供水领域）行业研究报告

Investment Rating - The report does not explicitly state an investment rating for the smart water industry in China Core Insights - The smart water industry in China is rapidly growing, driven by improved water quality standards, smart city construction, and the development of the digital economy. The market size is expected to grow from CNY 57.93 billion in 2024 to approximately CNY 136.84 billion by 2029, with a compound annual growth rate (CAGR) of 18.74% [3][4] - The high leakage rate in China's water supply network leads to significant water resource waste, making smart water solutions essential for addressing these issues [4][33] - The Chinese government is actively promoting the development of smart water management through various policies, including the "National Water Network Construction Plan," which aims to enhance the digital and intelligent management of water resources by 2035 [5][6][22] Summary by Sections Overview of the Smart Water Industry - Smart water management utilizes advanced information technology and IoT to manage, monitor, schedule, and operate water resources effectively. It encompasses various sectors, including smart water supply, wastewater treatment, and industrial water management [3][16] - The development of smart water in China has progressed through stages of automation, informatization, integration, and intelligence, with a strong emphasis on policy support during the "14th Five-Year Plan" [16][27] Industry Chain Analysis - The upstream of the smart water industry includes software (cloud computing, big data) and hardware (water meters, secondary supply equipment), while the midstream consists of solution providers, and the downstream includes applications in water plants, transportation, and supply [38][39] - The cost structure of smart water solutions is primarily composed of software (18.9%) and hardware (81.1%), with software costs varying based on customization, system features, and user numbers [45][43] Market Size - The market size for various segments of smart water in China is projected to grow significantly by 2029, with smart water plants expected to reach CNY 42.60 billion, smart water supply to CNY 83.70 billion, and smart water service systems to CNY 39.10 billion [7] Development Necessity - The necessity for smart water solutions is underscored by the high leakage rates in China's water supply networks, which not only waste resources but also increase operational costs and compromise water quality [33][4] - The steady increase in urban water supply volume, driven by population growth and infrastructure investment, is a key factor propelling the smart water market [35][37] Policy Support - The Chinese government has introduced numerous policies to support the development of smart water management, emphasizing the integration of digital technologies and the establishment of a comprehensive water network [22][24][25]