节约用水，离不开全社会的共同努力。《意见》聚焦农业节水、工业节水、城镇节水、非常规水利 用、节水型社会建设等，分别提出推进措施。包括统筹推进灌区与高标准农田建设；化工园区非常规水 利用比例应不低于35%；加强再生水回用设施及输配管网建设，推动沿海工业园区和工业企业充分利用 淡化海水；加强饮用水生产以及现场制售饮用水的节水管理；支持具备条件的地方开展高质量建设节水 型社会先行先试；实施水效提升行动，推广合同节水管理模式等。 "开发利用非常规水，对于增加供水、减少排污、优化水源结构、提高用水效率，具有重要作用， 也是节水挖潜的有效举措，对于像我省这样面临严重缺水问题的地区而言，发挥非常规水的第二水源作 用，尤其重要。"省水利厅二级巡视员傅维香介绍，目前，我省已将非常规水纳入水资源统一配置，在 下达各市年度用水总量控制目标中，明确非常规水最低利用量目标。同时，推动化工园区非常规水配置 比例不低于35%，在取水许可审批、计划用水下达等环节，对具备条件的企业优先配备非常规水，促进 应用尽用。 目前，非常规水广泛应用于工业、农业、生活、生态环境等领域，呈现多元利用格局。2024年全省 非常规水利用量达到20.52亿立方米 ...

山东水资源时空分布不均，高度依赖外调长江水、黄河水，已成为制约经济社会高质量发展的突出瓶颈。12月16日，山东省政府新闻办召开新闻发布会，邀 请省水利厅主要负责同志等解读11月20日印发的《关于落实节水优先方针全面推进水资源节约集约利用的意见》(以下简称《意见》)。 山东省水利厅副厅长刘文林表示，特殊的省情水情，决定了山东必须坚持节水优先方针，加强水资源刚性约束，坚定不移走水资源节约集约利用的高质量发 展之路，以有限的水资源支撑经济社会可持续发展。 为做好节水工作，山东省委、省政府高位推动，社会各界广泛参与，深入实施国家节水行动，持续推进农业节水增效、工业节水减排、城镇节水降损，精打 细算用好水资源、从严从细管好水资源。全社会节水意识明显增强，用水效率和效益不断提高，每方水支撑GDP产出增加到426元，主要节水指标均居全国 前列。 2024年，全省万元GDP用水量23.5立方米、万元工业增加值用水量10.74立方米，分别比2020年下降21.28%、19.69%，提前完成"十四五"控制目标。农田灌 溉水有效利用系数提高到0.6504，规模以上工业用水重复利用率达到94.2%，城镇公共供水管网漏损率降至7.9% ...

Market Overview - Major indices closed lower on Monday, with a trading volume of 1.93 trillion, a decrease of approximately 50 billion from the previous trading day[1] - The market showed a weak trend, with the Shanghai Composite Index down 0.46%, the Shenzhen Component down 0.11%, and the ChiNext Index down 0.2%[3] - Defensive sectors like banking, coal, and oil saw gains, while TMT sectors continued to adjust, indicating a lack of clear market direction[1] Industry Insights - Huawei is set to release breakthrough AI technology that could increase the utilization rate of computing resources from an industry average of 30%-40% to 70%[1] - The domestic water-saving industry market is estimated to exceed 760 billion, supported by the development of multiple water-saving industrial parks[9] Financial Data - From January to October, the national general public budget revenue reached 186,490 billion, a year-on-year increase of 0.8%[4] - The new fund issuance scale has surpassed 1 trillion this year, with a total of 1,377 new funds established, amounting to 995.977 billion[13]

Core Insights - The Chinese government aims to develop the water-saving industry to a scale of 1 trillion yuan by 2027, as outlined in the recent guidelines from six departments including the National Development and Reform Commission and the Ministry of Water Resources [1] - A "1+N" policy system has been established to support the water-saving industry, focusing on statistical surveys, financial investment, tax incentives, and green finance [1] - The water-saving equipment manufacturing sector is identified as a crucial part of the water-saving industry, with plans to foster leading enterprises and "little giant" companies by 2030 [1] Group 1 - The water-saving industry is becoming increasingly institutionalized, with a focus on creating industrial clusters in regions such as Beijing-Tianjin-Hebei, the Yangtze River Delta, and the Guangdong-Hong Kong-Macao Greater Bay Area [1] - Over 29,000 patents related to water-saving technologies have been publicly disclosed, with 194 mature water-saving technologies and 150 industrial water-saving processes and equipment selected for promotion [1] - The Ministry of Industry and Information Technology and the Ministry of Water Resources have jointly issued a development plan for high-quality water-saving equipment from 2025 to 2030, emphasizing a framework focused on supply, usage, recycling, and digital transformation [1] Group 2 - The water-saving industry is closely linked to residents' daily lives, with significant achievements from initiatives aimed at increasing water resource supply, reducing water loss, and enhancing water efficiency [2] - The utilization of recycled water reached 21.2 billion cubic meters in 2024, equivalent to the capacity of 1.3 Three Gorges Reservoirs, with projections to exceed 25 billion cubic meters by 2030 [2] - The leakage rate of water supply networks has decreased from 13.4% in 2020 to below 9% in 2024 due to technological improvements [2] - The adoption of water-saving devices has improved living standards, with an average household saving approximately 70 cubic meters of water annually by using efficient water-saving products [2]

Market Performance - The A-share market experienced a decline, with the Shanghai Composite Index closing at 3972.03, down by 0.46% [2] - The Shenzhen Component Index closed at 13202.00, down by 0.11%, while the CSI 300 Index fell by 0.65% to 4598.05 [2] - The ChiNext Index and the STAR 50 Index also saw declines of 0.20% and 0.53%, respectively [2] Sector Performance - The top-performing sectors included Computer (1.67%), Defense and Military Industry (1.59%), Coal (1.32%), Communication (1.10%), and Real Estate (1.00%) [3] - Conversely, the worst-performing sectors were Pharmaceutical Biology (-1.73%), Banking (-1.31%), Non-Bank Financials (-1.11%), Building Materials (-0.93%), and Home Appliances (-0.84%) [3] Concept Index Performance - The leading concept indices were related to Military Equipment Restructuring (4.72%), MLOps (3.42%), Web3.0 (3.10%), Digital Watermarking (2.71%), and Electronic ID (2.68%) [3] - The lagging concept indices included Cell Immunotherapy (-1.87%), Weight Loss Drugs (-1.87%), Innovative Drugs (-1.72%), Recombinant Proteins (-1.71%), and Fentanyl (-1.68%) [3] Future Outlook - The market is expected to experience short-term fluctuations due to profit-taking, but a gradual improvement in the economic fundamentals is anticipated in the fourth quarter, supported by policy measures [5] - The report suggests focusing on sectors such as Banking, Non-Bank Financials, Transportation, Public Utilities, Coal, and TMT for potential investment opportunities [5] Water Conservation Industry - The water conservation industry in China is showing robust growth, with an estimated market size exceeding 760 billion yuan, driven by key regions such as Beijing-Tianjin-Hebei, Yangtze River Delta, and Guangdong-Hong Kong-Macau Greater Bay Area [4][5] - The development of water-saving industrial parks and leading enterprises in agriculture, industry, and urban life is contributing to this growth [5]

Core Insights - The water-saving industry in China is experiencing robust growth, with the market size estimated to exceed 760 billion yuan, progressing towards a target of 1 trillion yuan by 2027 [1][2] Group 1: Industry Development - The water-saving industry is thriving across agriculture, industry, urban life, and unconventional water sectors, with numerous leading enterprises emerging and new water-saving industrial parks being established [1] - A "1+N" policy system has been formed to support the development of the water-saving industry, including statistical surveys, technology promotion, financial investment, tax incentives, and water price reforms [1][2] Group 2: Innovation and Technology - The Ministry of Water Resources is enhancing the innovation system by establishing national and provincial water-saving technology innovation centers and implementing various research projects in water replacement, regeneration, and recycling [2][3] - Over 29,000 patents in the water-saving field have been publicly disclosed, and a mechanism for recommending and promoting mature water-saving technologies has been established [2] Group 3: Certification and Standards - The Ministry of Water Resources has actively conducted water efficiency labeling and water-saving certification, covering six categories of household products, with over 3,000 models certified [2] - By the end of 2024, the national water-saving irrigation area is expected to reach 638 million mu, an increase of approximately 10 million mu compared to a decade ago [2] Group 4: International Cooperation - The Ministry of Water Resources is promoting international cooperation in water-saving topics through bilateral mechanisms and encouraging research institutions and leading enterprises to explore international markets [3]

Core Points - The Ministry of Water Resources has approved the "Recommendation and Promotion Work Method for Advanced Mature Applicable Water-Saving Technologies and Equipment" to enhance water conservation efforts and support the development of a water-saving society [1][3][20] Group 1: General Principles - The method aims to implement the water-saving policies and promote advanced technologies that effectively reduce water consumption and improve water efficiency [3][4] - The recommended water-saving technologies and equipment must meet the requirements of new productive forces and demonstrate good performance in practical applications [3][4] Group 2: Scope of Recommendation - The recommendation covers various categories of water-saving technologies and equipment, including agricultural, industrial, urban, and unconventional water utilization technologies [5][6][7] - Specific examples include irrigation technologies, industrial water-saving processes, urban water supply systems, and technologies for utilizing unconventional water sources [5][6][7] Group 3: Self-Recommendation Process - The self-recommendation process for water-saving technologies will be conducted annually from early June to the end of August [10] - Self-recommending units must be independent legal entities registered in China and possess intellectual property rights for the technologies they propose [10][11] Group 4: Review and Publication - The review process consists of qualification review, expert evaluation, and public announcement, ensuring transparency and fairness [12][13] - Technologies that pass the review will be included in an annual directory, which is valid for three years [13] Group 5: Promotion and Application - Various platforms will be established to facilitate the supply and demand matching of water-saving technologies, encouraging collaboration and innovation [15][16] - The method promotes the use of green finance and encourages local units to apply the technologies listed in the directory for water-saving management [16][17] Group 6: Supervision and Accountability - The entire process of recommending and promoting water-saving technologies will be subject to supervision by disciplinary inspection agencies [18][19] - Any fraudulent activities during the recommendation process will lead to disqualification and potential penalties for responsible parties [18][19]

Core Viewpoint - The Ministry of Industry and Information Technology and the Ministry of Water Resources have jointly issued the "Implementation Plan for High-Quality Development of Water-Saving Equipment (2025-2030)", aiming to enhance the competitive advantage of the water-saving equipment industry and promote the efficient use of water resources through high-quality development of water-saving equipment [1][2]. Group 1: Policy and Strategic Goals - The plan emphasizes the establishment of a water-saving industry fund and encourages financial institutions to develop "water-saving loans" to support enterprises in purchasing water-saving equipment [1][3]. - By 2027, breakthroughs in water-saving equipment for key areas such as supply, usage, and recycling are expected, with a focus on developing core technologies with independent intellectual property rights [1][2]. - The plan aims to create a comprehensive and advanced water-saving equipment system by 2030, enhancing the supply capacity of high-performance, high-efficiency, and high-reliability water-saving equipment to world-class levels [1]. Group 2: Industrial Context and Achievements - Over the past decade, the industrial sector has achieved a "zero growth" in total industrial water usage while supporting an average annual industrial economic growth of 5.7%, with water usage per unit of industrial added value decreasing by over 50% [2]. - In 2024, the industrial water usage is projected to be 97.1 billion cubic meters, accounting for approximately 16% of the national water usage, indicating a significant area for improvement compared to international standards [2]. - The plan focuses on reducing water consumption in general equipment within production processes and emphasizes the development of supply, usage, and recycling equipment alongside digital transformation [2][3].

Core Viewpoint - The article discusses the implementation of the "High-Quality Development Implementation Plan for Water-Saving Equipment (2025-2030)" by the Ministry of Industry and Information Technology and the Ministry of Water Resources, aimed at promoting the efficient use of water resources and supporting the green transformation of the economy and society [1][35]. Summary by Sections Overall Requirements - The plan aims to enhance the independent innovation and supply capacity of water-saving equipment, focusing on key areas with water scarcity and environmental sensitivity, and establishing a robust policy framework for industrial water conservation [12][38]. Key Tasks - The plan outlines four main tasks: 1. Enhance technical innovation in water supply equipment, focusing on high-precision, low-energy consumption filtration devices [5][40]. 2. Improve water-saving efficiency in key water-using equipment, targeting washing, cooling, and irrigation systems [5][40]. 3. Break through technical bottlenecks in wastewater recycling equipment, emphasizing membrane separation and deep treatment technologies [6][40]. 4. Promote the digital transformation of the water-saving equipment industry, integrating AI and smart manufacturing [28][40]. Policy Support - The plan emphasizes increased policy support, including the implementation of large-scale equipment updates, the establishment of a water-saving industry fund, and the promotion of green finance initiatives to encourage the procurement of water-saving equipment [6][33][41]. Technological Innovation - The plan highlights the need for technological advancements in water-saving equipment, including the development of intelligent manufacturing processes and the integration of AI in water-saving applications [28][40]. Industry Development - The plan aims to cultivate leading enterprises in the water-saving equipment sector and establish a collaborative ecosystem among businesses of various sizes along the industrial chain [4][13].

Core Viewpoint - The implementation plan aims to develop a comprehensive and technologically advanced water-saving equipment system by 2030, enhancing the competitiveness of the water-saving equipment industry and promoting the efficient use of water resources for sustainable economic and social development [1][3]. Group 1: Water Resource Challenges - China's per capita water resource availability is only one-fourth of the global average, indicating a severe shortage of water resources [2]. - In the industrial sector, the total water consumption in 2024 is projected to be 97.1 billion cubic meters, accounting for approximately 16% of the national water usage [2]. - The water consumption per unit of industrial added value has decreased by over 50% in the past decade, supporting an average industrial economic growth of 5.7% annually [2]. Group 2: Implementation Plan Objectives - By 2027, the plan aims for breakthroughs in key water-saving equipment, a more robust standard system, and the cultivation of leading enterprises in the water-saving equipment sector [1][3]. - By 2030, the goal is to establish a comprehensive and advanced water-saving equipment system with enhanced supply capabilities characterized by high performance, efficiency, and reliability [1][3]. Group 3: Key Tasks and Support Measures - The plan focuses on four key tasks: developing water supply, usage, recycling equipment, and promoting digital transformation [3]. - It emphasizes the need for breakthroughs in critical components, materials, and processes related to water-saving equipment [3]. - The plan includes measures to enhance policy support, improve standard systems, boost technological innovation, and strengthen talent development in the water-saving equipment industry [3].