市场研究部证券研究报告 2025 年 11 月 4 日 国内市场综述 探底回升 缩量上涨 周一（11 月 3 日）大盘探底回升，震荡上扬。截至收 盘，上证综指收于 3976.52 点，上涨 0.55%；深成指 收于 13404.06 点，上涨 0.19%；科创 50 下跌 1.04%； 创业板指上涨 0.29%，万得全 A 成交额共 21329 亿元， 较前一日略有下降。 行业方面，30 个中信一级行业有 16 个行业上涨，其 中传媒、煤炭及石油石化涨幅居前，而有色金属、家 电及汽车则跌幅较大。概念方面，海南自贸港、光热 发电及拼多多合作商等指数表现活跃。 海外市场综述 美股三大指数收盘涨跌不一，亚马逊涨 4%创新高 周一（11 月 3 日），美国三大股指收盘涨跌不一，道 指跌 0.48%，标普 500 指数涨 0.17%，纳指涨 0.46%。 默克跌超 4%，耐克跌近 3%，领跌道指。万得美国科技 七巨头指数涨 1.04%，亚马逊涨 4%，创历史新高，特 斯拉涨逾 2%。中概股涨跌不一，阿特斯太阳能涨近 10%， 陆控跌超 4%。 深证成指 12269.21 203.99 1.69 沪深 300 4134. ...

Core Viewpoint - The implementation plan aims to promote high-quality development of water-saving equipment to address China's severe water resource shortage and support the green transformation of the economy and society [1] Group 1: Water Resource Challenges - China's per capita water resource availability is only one-fourth of the global average, with industrial water consumption projected to reach 97.1 billion cubic meters in 2024, accounting for 16% of total national water use [1] - Although water consumption per unit of industrial added value has decreased by over 50% compared to ten years ago, there remains a gap compared to international advanced levels [1] Group 2: Implementation Goals - By 2027, the plan aims to achieve breakthroughs in key water-saving equipment, establish a more robust standard system, and cultivate leading enterprises and specialized "little giant" companies [1] - By 2030, the goal is to build a comprehensive and technologically advanced water-saving equipment system, enhancing the supply capacity of high-performance equipment to reach world-leading levels [1] Group 3: Systematic Deployment - The plan focuses on four core tasks: upgrading supply, usage, and reuse equipment, as well as digital transformation [2] - In the supply sector, the focus is on equipment for water purification and unconventional water utilization, targeting breakthroughs in high-precision filtration and new softening devices [2] - For water usage, the plan emphasizes developing equipment for washing water recycling and efficient cooling technologies, particularly for new infrastructure like data centers [2] - Wastewater reuse efforts will focus on intelligent membrane separation and integrated salt separation and evaporation crystallization equipment [2] - The digital transformation will leverage intelligent sensors and AI to shift water-saving management from "experience-driven" to "data-driven" [2] Group 4: Supportive Policies - The plan includes policies for equipment upgrades and green finance to support water-saving equipment transformation in key industries [3] - It promotes insurance compensation mechanisms for the first set of equipment and encourages leading enterprises to participate in international standard formulation [3] - The plan will support technological breakthroughs through national key R&D programs and enhance talent development to align the talent chain with the industrial chain [3] - Over the past decade, China's industrial water use has maintained "zero growth" while supporting an average industrial economic growth of 5.7%, demonstrating significant water-saving achievements [3]

节水装备是节水产业的重要组成部分，也是保障国家水安全的重要支撑。具体到工业领域，2024年 工业用水量为971亿立方米，约占全国用水量的16%，万元工业增加值用水量为24立方米。 方案提出了2027年和2030年的发展目标。到2027年，掌握一批具有自主知识产权的核心技术，高效 循环冷却、高端膜分离、智慧用水管控等技术装备实现产业化应用。节水装备标准体系更加健全，培育 一批节水装备龙头企业和制造业单项冠军、专精特新"小巨人"企业，推动建立节水装备中试平台，形成 大中小企业、产业链上中下游协同发展的良好生态。 新华社北京11月3日电（记者王悦阳）记者11月3日从工业和信息化部获悉，工业和信息化部、水利 部近日联合印发的《节水装备高质量发展实施方案（2025—2030年）》提出，到2027年，重点领域供 水、用水和循环利用等节水装备取得突破。 方案重点关注生产工艺流程中耗水量大的通用设备，围绕推动供水、用水、回用装备发展和数智化 转型4项重点任务，提出节水装备亟需攻关的关键零部件、材料和工艺等，通过"点"上突破，构建涵盖 材料研发、装备制造、系统集成的节水装备产业链"线"式协同，实现全流程、多场景的"面"上节水。 ...

中国计划到2030年构建覆盖全面、技术先进的节水装备体系 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 《实施方案》重点关注生产工艺流程中耗水量大的通用设备，围绕推动供水、用水、回用装备发展和数 智化转型4项重点任务，提出节水装备亟需攻关的关键零部件、材料和工艺等，通过"点"上突破，构建 涵盖材料研发、装备制造、系统集成的节水装备产业链"线"式协同，实现全流程、多场景的"面"上节 水。 工信部节能与综合利用司相关负责人表示，将会同水利部做好《实施方案》宣贯实施，在政策、标准、 创新、人才等方面持续加力，加快推动节水装备高质量发展。(完) 来源：中国新闻网 编辑：郭晋嘉 广告等商务合作，请点击这里 中新社北京11月3日电 (记者 刘育英)中国工业和信息化部、水利部3日联合发布《节水装备高质量发展 实施方案(2025—2030年)》(简称《实施方案》)，着力巩固提升节水装备产业链竞争优势，加快以节水 装备高质量发展推动水资源节约集约利用，促进经济社会发 ...