会议指出，党的十八大以来，习近平总书记亲自擘画、亲自确立、亲自推动实施国家"江河战略"，为做 好江河保护治理工作指明了前进方向。水利部党组高度重视流域治理管理，要求强化流域观念、流域思 维、流域立场，推动流域统一规划、统一治理、统一调度、统一管理取得新的成效，努力建设安全江 河、生命江河、幸福江河。我们要深入学习领会、全面准确把握、坚决贯彻落实，切实把思想和行动统 一到党中央决策部署和水利部工作要求上来。 会议强调，一要深入学习贯彻党的二十届四中全会精神，坚定不移践行习近平总书记"节水优先、空间 均衡、系统治理、两手发力"治水思路和关于治水重要论述精神，将学习贯彻全面推进江河保护治理的 意见，与贯彻落实流域管理机构座谈会精神贯通起来，心怀"国之大者"，更好发挥流域管理机构在流域 治理管理中的主力军作用，将水利部关于"三条江河"的部署要求在珠江治水工作中落地生根、开花结 果。二要深入开展政治对标、思路对标、任务对标，按照"明确目标、理清思路、选准路径、落实措 施"的工作要求，认真对标对表，紧扣职责定位，科学系统谋划"十五五"珠江流域水利工作，以深入推 动流域统一治理管理新成效，为形成人水和谐共生的江河保护治理格 ...

Core Points - The meeting summarized the key work of river management during the "14th Five-Year Plan" period and outlined the focus for the upcoming "15th Five-Year Plan" period [1][2] Group 1: Achievements during the "14th Five-Year Plan" - River management departments implemented Xi Jinping's water management philosophy, ensuring river safety amid multiple floods in the Yangtze and Han rivers [1] - Legislative progress was made with the promotion of the "Hubei Province River Management Regulations," enhancing river-related approvals and sand extraction management [1] - Significant improvements were noted in the management of river embankments and the standardization of flood control projects [1] Group 2: Focus Areas for the "15th Five-Year Plan" - Emphasis on flood prevention work, including comprehensive assessments and enhanced early warning systems [2] - Promotion of river embankment construction and management of major rivers and tributaries, alongside the development of flood retention areas [2] - Strengthening of water project management, including the regulation of river-related activities and standardization of engineering practices [2] - Support for the construction of key projects and optimization of river-related service permits [2] - Enhancement of team building and adherence to party leadership and discipline [2]

Core Insights - The "14th Five-Year Plan" emphasizes high-quality water resource management, achieving zero growth in total water usage despite an average economic growth rate of 5.5% [1][2] Group 1: Water Resource Management Strategies - The water department prioritizes water conservation, implementing measures across various sectors to enhance water efficiency and effectiveness [1] - Key actions include modernizing irrigation systems, promoting deep water conservation in the Yellow River basin, and comprehensive water-saving initiatives in the South-to-North Water Diversion project areas [1] - By 2024, water usage per unit of GDP and industrial added value is expected to decrease by 17.7% and 23.6% respectively compared to 2020 [1] Group 2: Strict Water Resource Regulations - The implementation of the strictest water resource management system aims to establish a rigid constraint mechanism for water resources [2] - A comprehensive policy framework for water conservation has been developed across agriculture, industry, and urban areas, transitioning water usage from extensive to efficient [2] - The establishment of a national water quota system and strict management of water resource verification and extraction permits are key components of this strategy [2]

Group 1: Ecological Protection and Development in Shandong - The Yellow River Delta in Dongying, Shandong, is home to a young wetland ecosystem, covering over 1,530 square kilometers, which is being nurtured and protected [4] - The local government has been actively restoring the native plant Salicornia, having rehabilitated 52,000 acres, which supports various aquatic and bird species [7] - Bird species in the area have increased from 187 in 1992 to 374 currently, with millions of birds migrating here annually, indicating a thriving ecosystem [9][14] - The Yellow River Delta has become a 5A-level tourist attraction, expecting to receive over one million visitors in 2024, contributing to steady tourism revenue growth [17] Group 2: Water Management and Technological Advancements in Ningxia - Ningxia, the only province entirely within the Yellow River basin, faces severe water scarcity, with per capita water resources at one-twelfth of the national average [21] - The region has implemented modern technology and management practices to optimize water usage, combining ancient irrigation wisdom with contemporary methods [21][23] - Over 900 smart irrigation devices have been installed, allowing for precise water measurement and distribution, significantly reducing water waste [25] - Ningxia has established 6.58 million acres of efficient water-saving irrigation, achieving a 61% efficiency rate, and reducing water consumption per unit of GDP by 30.8% since 2020 [29]

Group 1 - The core viewpoint emphasizes the importance of implementing Xi Jinping's water management philosophy, focusing on water conservation, spatial balance, systematic governance, and dual efforts to enhance water safety in Tibet [1][2] - The Ministry of Water Resources is accelerating the improvement of urban flood control systems, major water conservancy projects, and modernization of irrigation areas to ensure long-term stability and high-quality development in Tibet [1] - The research includes visits to various river basins and ongoing water conservancy projects, highlighting the need for effective river basin protection and flood control engineering in cities like Lhasa and Shigatse [1] Group 2 - The emphasis is placed on disaster prevention and mitigation, advocating for a systematic approach to flood control that includes the establishment of monitoring and forecasting systems [2] - There is a call for modernizing existing reservoirs and ensuring safety standards for both existing and planned reservoirs, with a focus on ecological and intelligent dam construction [2] - The initiative also includes advancing irrigation modernization and enhancing water culture heritage research and protection [2]

Group 1: Policy and Market Environment - The Chinese government is increasing investment in agricultural water management, with plans to build 1.35 billion mu of high-standard farmland by 2030 and improve 280 million mu by 2035 [4] - The total investment in water conservancy construction has exceeded 1 trillion yuan annually for three consecutive years, reaching a historical high of 1.35 trillion yuan in 2024 [5] - The "soft construction" initiative is expected to significantly benefit private sector leaders in the industry, enhancing project organization and financing [5] Group 2: Company Performance and Financials - The company achieved a revenue of 4 billion yuan in 2024, benefiting from national policies promoting water conservation and agricultural modernization [6] - The company has maintained an order acquisition scale of 5 billion yuan for three consecutive years, ensuring revenue growth and performance certainty [6] - Operating cash flow for the company reached 597 million yuan, indicating strong financial health compared to industry peers [7] Group 3: Profitability Challenges - The average project gross margin has declined due to increased competition and a focus on market share over profit margins [6] - High operational costs, including sales and management expenses, have impacted net profit, although these costs are expected to stabilize [7] - The company anticipates a gradual recovery in industry gross margins, which will positively affect profitability [7] Group 4: Business Strategy and Future Outlook - The company plans to balance its revenue streams across three business segments: agricultural engineering, water information technology, and operational services, each targeting a one-third share [7] - The company is expanding its international presence, particularly in emerging markets along the Belt and Road Initiative, to mitigate risks and capture higher-margin opportunities [11] - The company is committed to technological innovation, with ongoing projects in smart irrigation and water resource management, including the development of a sound wave rain enhancement device [12]