同时，创新驱动模式加快建立。节水领域专利公开数量超2.9万个，国家层面已遴选发布194项成熟适用 节水技术和150项工业节水工艺、技术和装备，推动技术产品化和产业转化。 工业和信息化部节能与综合利用司司长王鹏表示，节水装备制造业是节水产业的重要组成部分。近日， 工信部与水利部联合印发《节水装备高质量发展实施方案（2025—2030年）》，围绕供水、用水、回用 装备发展和数智化转型的"3+1"思路框架，明确提出到2027年将实现重点节水装备突破，培育一批龙头 企业和"小巨人"企业；到2030年，构建覆盖全面、技术先进的节水装备体系。 全国节约用水办公室主任蒋牧宸介绍，节水产业与居民生活息息相关。近年来，水利部会同相关部门推 出"一增、一减、一提升"举措，取得显著成效。"一增"指污废水再生利用显著增加水资源供给，2024年 我国再生水利用量达212亿立方米，相当于新增1.3个三峡水库兴利库容。预计到2030年，我国再生水利 用量将超过250亿立方米，进一步提升城乡用水需求的保障能力。"一减"指通过技术手段控制供水管网 漏损，漏损率从2020年的13.4%降至2024年的9%以下。"一升"指节水型器具普及提升了生活 ...

指数低开低走 市场表现： | 指数名称 | 收盘点位 | 涨跌幅 | 涨跌 | 上证指数分时图 | | --- | --- | --- | --- | --- | | 上证指数 | 3972.03 | -0.46% | -18.46 | | | 深证成指 | 13202.00 | -0.11% | -14.03 | | | 沪深 300 | 4598.05 | -0.65% | -30.09 | | | 创业板 | 3105.20 | -0.20% | -6.30 | | | 科创 50 | 1354.04 | -0.53% | -7.19 | | | 北证 50 | 1526.46 | 0.81% | 12.26 | | 资料来源：东莞证券研究所，iFinD 数据 证券研究报告 2025 年 11 月 18 日 星期二 【A 股市场大势研判】 资料来源：东莞证券研究所，iFinD 数据 后市展望： 周一指数低开低走。A 股三大股指早盘低开，弱势震荡，深成指、创业板指尾盘跌幅 有所收窄，最终三大指数集体收跌。个股板块跌多涨少。计算机、国防军工、煤炭、通信 和房地产等板块涨幅靠前；医药生物、银行、非银金融、建筑 ...

● 本报记者 董添 11月17日，水利部举行"贯彻落实党的二十届四中全会精神 推动节水产业高质量发展"新闻发布会。水 利部党组成员、副部长陈敏在会上介绍，当前，我国节水产业呈现蓬勃发展良好势头，相关产业市场规 模估算已超7600亿元，正稳步向2027年万亿规模的阶段性目标迈进。 全国节约用水办公室主任蒋牧宸表示，近年来，水利部大力开展水效标识和节水认证工作，水效标识已 涵盖6大类生活用品，随着节水产品的规范化监管，已有199类、3000多个型号用水产品进行了节水认 证。截至2024年底，全国节水灌溉面积达到6.38亿亩，较十年前增加了1亿亩左右，形成东北节水增 粮、华北节水压采、西北节水增效、南方节水减排区域特点。 陈敏表示，当前企业发展活力加快激发。农业、工业、城镇生活、非常规水、通用节水等领域涌现出一 批龙头企业，发动产业链上下游企业成立区域节水产业联盟，为数众多的专精特新中小企业、民营企 业，围绕节水研发设计、装备制造、工程建设、管理服务全产业链快速发展，已经形成了系统完备的产 业体系。 支持体系持续完善 另外，国际合作效益加快显现。水利部积极推动在水利多双边合作机制交流中设立节水议题，鼓励和支 持科研 ...

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].

Core Viewpoint - Guangzhou Water Investment Group is implementing reforms to align with national "dual carbon" goals and enhance ecological construction, focusing on water conservation as a breakthrough for reform [1][2][3] Group 1: Technological Innovations - The group has achieved zero wastewater discharge in eight water plants in the central urban area through breakthroughs in sludge water treatment technology [1] - A new industrial 4.0 smart water meter production line has been established, with an annual capacity of 960,000 units, covering 90% of domestic needs [2] - The introduction of smart monitoring technologies has led to a continuous reduction in the production and sales difference rate in the central urban area [1][2] Group 2: Water Resource Management - The group aims for a 42% reuse rate of reclaimed water by 2024, exceeding the national target of 30% by 2025, utilizing reclaimed water for various municipal and industrial purposes [3] - The implementation of a "user is also a discharger" concept has enhanced regulatory oversight of drainage units and construction sites [2][3] Group 3: Environmental and Cultural Initiatives - The group is promoting water conservation culture through educational activities, reaching approximately 88,000 citizens and students in the first half of 2025 [4] - The establishment of a comprehensive water-saving industry system is supported by national water-saving actions, contributing to Guangzhou's recognition as a key city for public pipeline leakage management [3][4] Group 4: Policy and Market Development - The group is building a high-quality development system for the water-saving industry, integrating government leadership, market participation, and technological support [3] - The company is enhancing its brand and consolidating the results of state-owned enterprise reforms by creating a full-chain water-saving industry system [3]

Core Viewpoint - Water conservation is not only an environmental issue but also directly linked to high-quality development and industrial upgrading, with China aiming to cultivate a trillion-yuan water-saving industry, particularly active in the Guangdong-Hong Kong-Macao Greater Bay Area [1][4]. Group 1: Event Overview - The Guangdong-Hong Kong-Macao Greater Bay Area Water Conservation Industry Innovation Development Conference and High-tech Equipment Expo was held in Guangzhou, attended by over 500 representatives from water management departments, enterprises, and experts [1]. - The establishment of the Greater Bay Area Water Conservation Industry Alliance was announced, along with the release of classic water-saving case studies from the Pearl River Basin to accelerate industrial collaboration [1][5]. Group 2: Technological Innovations - The integration of technology in water conservation is becoming a key driver for industrial upgrading, with companies exploring specific pathways [2]. - Shenzhen Environmental Water Group showcased its achievements in reducing leakage rates from 15.3% to 4.2% through smart monitoring and control systems [2]. - The "smart fire hydrant" product, equipped with sensors, monitors water pressure and flow to ensure fire safety, with over 20,000 units deployed across 12 provinces [2]. Group 3: Industry Growth and Statistics - China's water-saving industry has shown robust growth, with a market size exceeding 760 billion yuan, and is projected to reach one trillion yuan by 2027 [4]. - The Ministry of Water Resources reported an increase of 2.15 billion cubic meters in total water usage for 2024 compared to 2023, while water usage per unit of GDP decreased by 4.4% [4]. Group 4: Collaborative Initiatives - The "Guangdong-Hong Kong-Macao Greater Bay Area Water Conservation Initiative" was launched, emphasizing a "water-saving first" approach and collaboration across various sectors [5]. - The initiative aims to enhance water-saving technologies, reduce pipeline leakage, and promote mutual learning and green financial innovations among the Greater Bay Area cities [5][6].

Group 1 - The article emphasizes the need for proactive measures in water resource management to address the challenges posed by drought and extreme weather events [1][2] - It highlights the importance of a unified approach to water resource management, including strict implementation of drought responsibility systems and optimizing water allocation [1][2] - The article calls for the use of advanced technologies and collaborative efforts among various departments to enhance monitoring and early warning systems for drought and flood conditions [2][3] Group 2 - The significance of building and utilizing water infrastructure is stressed, as it directly impacts agricultural productivity and public welfare [2] - There is a focus on the necessity of developing drought-resistant crop varieties and improving irrigation techniques to adapt to climate change [2] - The article advocates for a comprehensive water conservation strategy, promoting a water-saving society and the development of water-saving industries [3]