转自：中国证券报·中证网 "供水能力从19万立方米增加到49万立方米，供水管网总长从2000多公里增加到4300余公里，服务人口 从数十万到逾120万；从单一供水业务到涵盖城乡供水一体化、智慧水务的全产业链，从水质检测江苏 省CMA及Ⅰ级实验室到国家认可实验室（CNAS），从改制之初的步履蹒跚到区域供水领域的标杆企 业……"淮安自来水有限公司党委书记、总经理陆建平说。 淮安自来水有限公司的发展轨迹正是中国水务二十载改革发展画卷的生动缩影和精彩注脚。纪录片《淮 水长安》首映仪式近日在淮安举行，该纪录片真实述说了中国水务与淮安这座"运河之都"共同谱写的水 务华章，展现了央地合作在中国式现代化进程中的生动实践。 二十年来，中国水务从初创时期"摸着石头过河"，市场版图持续拓展，新兴业务多点开花，直饮水业务 在淮安、永康、青岛等地投入运营，形成3款产品、2项专利授权；合同节水管理试点在邯郸市多个区县 推广，探索全域节水新模式，逐步向"供水-排水-水环境治理-再生水利用"全产业链延伸，构建可持续发 展的水生态体系。 中证报中证网讯（记者 刘丽靓）覆盖全国16个省（自治区、直辖市）、水处理规模达1600万吨/日、年 水处理 ...

Core Viewpoint - The trial operation of the Luhuakeng Water Plant in Humen Town, Dongguan marks a significant achievement in establishing a dual water source supply system, utilizing both the Xijiang and Dongjiang rivers for high-quality water supply [1][2]. Group 1: Project Overview - The Luhuakeng Water Plant has a designed total capacity of 500,000 cubic meters per day and a total investment of 1.28 billion yuan, playing a crucial role in Dongguan's dual water source security system [2]. - The plant is strategically located near the Luhuakeng Reservoir and is part of the Pearl River Delta water resource allocation project [2]. Group 2: Technological and Environmental Innovations - The water plant features a three-tier water quality monitoring system and employs a comprehensive water treatment process that includes pre-treatment, conventional treatment, ozone activated carbon deep treatment, and safety disinfection [3]. - A smart water management system has been developed, utilizing data models and automated control programs for efficient operation and emergency response to water source pollution [3]. - The facility incorporates green and low-carbon development principles, integrating modern water treatment technology with natural landscapes, and includes a wastewater recycling process to reduce resource consumption [3]. - The plant also features a high-efficiency hydropower generation and rooftop photovoltaic project with a capacity of 3.8 megawatts, contributing to energy self-sufficiency and cost reduction [3].

Group 1 - The 2025 China International Service Trade Fair will be held from September 10 to 14 at Shougang Park, focusing on environmental services as a core topic [1] - The environmental services exhibition will showcase cutting-edge achievements in three main areas: new energy and low-carbon services, ecological environment services, and green low-carbon digital technologies [1] - The exhibition area will cover 6,600 square meters, with over 50 companies participating, including 16 Fortune 500 and industry-leading enterprises [1] Group 2 - The "Urban Operation Guarantee Industry Enterprise Cluster," led by the Municipal Urban Management Committee, focuses on refined urban management, smart upgrades, and sustainable development [2] - This cluster will present smart solutions in urban lighting, smart pipelines, clean energy, and ecological sanitation, highlighting Beijing's commitment to urban governance and development [2] - The water technology cluster, organized by the Municipal Water Authority, will showcase innovations in smart water management, including an integrated perception system and AI applications in water services [2] Group 3 - Major companies such as PetroChina, Sinopec, CNOOC, and Beijing Energy Group will participate in the trade fair, focusing on green energy, circular economy, and new materials [3]

近日，2025年广西农村污水治理及资源化利用实用技术交流会在柳州市举行，旨在推动广西农村污 水治理技术升级与资源化利用。 会上，专家学者以"乡村全面振兴背景下农村环境综合治理"为主题，剖析国家政策导向，对广西农 村污水治理现状、主要工艺和相关排放标准进行解读，并围绕设备智能化、智慧水务等创新方向作了内 容分享。（余锋 祁辛月） 本次会议由广西环境保护产业协会主办，柳州市节能环保产业协会、广西兰德索尔科技有限公司承 办，包括自治区生态环境厅及各市县生态环境部门相关负责人、行业协会负责人、农村污水治理业主单 位代表以及广西环保产业企业代表等近120人参会。 ...

证券代码：301006 证券简称：迈拓股份 迈拓仪表股份有限公司 投资者关系活动记录表 编号:2025-003 | |  特定对象调研 | 分析师会议 | | --- | --- | --- | | 投资者关系活动 | 口媒体釆访 | 业绩说明会 | | | 口新间发布会 | □路演活动 | | 类别 | □现场参观 | | | | □其他 | | | | 东方财富证券高帅、张吉 | | | | 上市行赵秋红李丹 | | | | 天瑞万合私募 | 王钱维 | | 参与单位名称 | 卡比尔基金汤志伟 | | | 及人员姓名 | 允朗投资查桢伟 | | | | 贵山私募邱文杰 | | | | 岱熹投资李俊 | | | | 陆和投资陈雅婷 | | | | 善达投资许婷 | | --- | --- | | | 尚颀投资宋明 | | | 华泰证券强军 | | | 东北证券唐凯 | | | 财联社徐笑言 | | 时间 | 2025 年 8 月 8 日 14:00—16:00 | | 地点 | 公司会议室 | | | 董事长孙卫国 | | 上市公司 | 总经理 张炜 | | 接待人员姓名 | 财务负责人 韩旭 | | ...

Group 1 - The article emphasizes the importance of understanding and implementing the new national standards for drinking water, specifically GB5750-2023, to avoid confusion and execution loopholes [2] - It highlights the challenges in the intelligent control of wastewater treatment plants and offers strategies for process optimization and cost control driven by data [2] - The article discusses the hidden pollution risks in drinking water, such as microplastics and resistant genes, and presents rapid detection technologies and emergency response plans to enhance safety from source to tap [2] Group 2 - It provides a comprehensive guide for instrument selection, ensuring precise monitoring instruments are matched to specific scenarios [2] - The article outlines the golden rules for sample pretreatment and the construction of water quality diagnosis models to eliminate the cycle of inaccurate data and ineffective solutions [2]

Core Viewpoint - The central urban work conference in 2025 emphasizes the importance of green and low-carbon urban infrastructure, highlighting the need for enhanced drinking water source protection and new pollutant management, which positions smart water management as a breakthrough for improving urban water systems [1] Group 1: Policy and Industry Context - The conference calls for the construction of a safe urban infrastructure and the upgrading of old pipelines, with a focus on county-level water supply infrastructure to enhance urban-rural integration [1] - Smart water management is identified as a key area for improving the efficiency and quality of urban water systems, aligning with national policy directives [1] Group 2: Company Initiatives - Qianjiang Water Conservancy (600283) is actively responding to policy initiatives by investing in technological innovation to create a digital and intelligent water supply system from source to tap [1] - The recent launch of an AI customer service system by Zhoushan Water Company marks a significant step in digital operations, enhancing communication and service efficiency for drinking water safety [2] Group 3: Technological Advancements - The AI customer service system aims to address public concerns and improve service efficiency, achieving a call connection rate of over 84% within 30 seconds during trial runs [2] - AI technology is being utilized for water quality assurance, with automated inspections and real-time monitoring of critical parameters to ensure compliance with national standards [2][3] Group 4: Comprehensive Water Quality Monitoring - The collaboration with the municipal disease control center has led to the establishment of a "smart water defense line," enabling cloud-based monitoring of water quality from source to tap [3] - The implementation of AI and cloud monitoring systems provides real-time data transparency, enhancing public trust in drinking water safety [3] Group 5: Future Directions - Qianjiang Water Conservancy plans to continue increasing investment in technological innovation, further integrating AI into water management to ensure safe drinking water for all citizens [3]

Company Overview - Beijing Enterprises Water Group was established in 2008, focusing on wastewater and reclaimed water treatment, water supply services, water environment governance construction, technical and consulting services, equipment sales, and urban resource services [1] - The company is transitioning to a light asset operation model, with engineering business continuously shrinking, leading to a projected gross profit margin of 6.4% by 2024 [1] - As of the end of 2024, Beijing Holdings will hold 41.1% of the company's shares, with the actual controller being the Beijing State-owned Assets Supervision and Administration Commission [1] Financial Highlights - Capital expenditure is expected to decrease to 4.11 billion HKD in 2024, a year-on-year reduction of 2.89 billion HKD, while maintaining stable dividends with a dividend per share of no less than 0.157 HKD since 2021, resulting in a projected dividend yield of 6.22% for 2024 [1] - The company has experienced profit fluctuations over the past three years due to the sale of joint ventures and impairment provisions, but the increase in operational proportion is expected to enhance future earnings stability [3] Industry Analysis - The water supply and wastewater treatment sectors are projected to have a compound annual growth rate (CAGR) of 0.37% and 1.2% from 2025 to 2027, respectively [2] - The competitive landscape shows a trend of regional monopolies coexisting with national leaders, with the company holding a market share of 1.8% in water supply and 8.2% in wastewater treatment as of 2023 [2] - The company has reduced its uninvested capacity since 2022, with operational capacity expected to reach 33.84 million tons per day by the end of 2024, resulting in a capacity elasticity of 29.2% [2] Pricing and Revenue - Since November 2023, some cities have increased the basic water price for residential use by an average of 0.36 HKD per ton, reflecting a 21.3% increase, which may benefit the company's relatively stable water pricing [2] - The company's revenue from water environment governance construction services is projected to decrease, with the share of profit from comprehensive governance projects and BOT water projects expected to drop to 7.8% and 4.6%, respectively, by 2024 [2] Profit Forecast - The company is expected to achieve a net profit attributable to shareholders of 1.66 billion HKD, 1.70 billion HKD, and 1.71 billion HKD for the years 2025 to 2027, with a projected dividend growth of 3% from 2024 [3] - The anticipated dividend yields for 2025, 2026, and 2027 are 6.4%, 6.6%, and 6.8%, respectively, supporting a "buy" rating for the stock [3]

Core Viewpoint - The control change at Shankang Intelligent marks the entry of a leading company in the smart water industry into the state-owned capital era, with Hubei Changjiang Aerospace Investment acquiring a 19.7% stake for 571 million yuan [1] Business Overview - Shankang Intelligent has over 20 years of experience in the water information technology sector, establishing a comprehensive business matrix covering "smart water supply, smart sewage, smart water conservancy, and direct drinking water" [2] - Key products include: - Smart hardware: Full range of smart remote water meters and solutions [2] - IoT platform: Smart metering cloud platform, leakage control systems, and smart water plant platforms [2] - Smart water conservancy products: Digital twin applications and operational management matrices [2] - The company's water network control machine products have shown rapid growth rates of 33.99%, 20.52%, and 6.49% over the past three years, maintaining a gross margin around 60% [2] National Capital Empowerment - The smart water industry faces increasing financial pressure on local governments, with Shankang Intelligent's Q1 2025 revenue down 17.62% and net profit down 43.28% due to delayed project bidding [3] - The entry of state capital is timely, providing: - Resource synergy: Collaboration with Wuhan Aerospace New City for market expansion in Central China [3] - Policy benefits: Participation in "smart city + digital twin" projects in the New District of Wuhan [3] Market Outlook - Analysts suggest that with state capital involvement, the company may accelerate industry consolidation through acquisitions, particularly in emerging fields like smart water conservancy and digital twins [4] - The smart water service system market in China is projected to grow from 2.28 billion yuan in 2024 to 3.91 billion yuan by 2029, with a compound annual growth rate of 9.12% [4] - The integration of capital and industry may provide a new model for the intelligent upgrade of traditional manufacturing, with Shankang Intelligent poised for a new phase of value reassessment [4]

Group 1 - The event showcased a green dialogue between Central Asia and China, with a focus on ecological cooperation and technology in wastewater treatment [1][5] - A delegation of 26 outstanding university students from Central Asia visited the Chengdu Dujiangyan Puyang Wastewater Treatment Plant, highlighting the importance of international educational exchanges [1][7] - The wastewater treatment process demonstrated significant efficiency, achieving a COD removal rate of 94% and ammonia nitrogen removal rate of 99%, with an annual reduction of COD by 2461 tons [3][4] Group 2 - The plant operates with advanced technology, including 94% of equipment under remote control and 100% of instrument data transmitted remotely, showcasing China's smart water management capabilities [4] - The total investment for the Dujiangyan supply and drainage system enhancement PPP project is 2.271 billion yuan, covering 13 sub-projects and processing 184,400 tons of wastewater daily [4] - The initiative aims to foster a platform for ongoing communication and learning between Chinese and Central Asian youth, promoting ecological civilization and shared experiences [7]