每经头条（nbdtoutiao）——"短板"正在被一块块补上！直击湾芯展："中国芯"是怎么炼成的 （记者 王晓波） 2024年1至12月份，和达科技的营业收入构成为：供水行业占比93.67%，排水行业占比4.49%，其他业 务占比1.06%，水利行业占比0.77%。 截至发稿，和达科技市值为15亿元。 每经AI快讯，和达科技（SH 688296，收盘价：14.35元）10月16日晚间发布公告称，截至本公告披露 日，浙江和达科技股份有限公司董事王小鹏先生持有公司股份58万股，占公司总股本的0.5375%。相关 股份为无限售流通股且来源均为公司首次公开发行股票并上市前取得的股份。 因个人资金需求，公司董事王小鹏先生拟自本减持计划公告披露之日起15个交易日后的3个月内，通过 集中竞价交易方式减持不超过14.5万股，占公司总股本的比例不超过0.1344%，不超过其减持前所持有 公司股份总数的25%。 ...

Investment Rating - The industry investment rating is "Buy" based on the potential investment return exceeding 20% [9]. Core Insights - The report highlights a significant increase in water prices in Guangzhou, with residential water rates rising by up to 93.2% [1]. - The adjustment in water pricing is expected to influence other cities, particularly Shenzhen, to follow suit, thereby benefiting the national water supply industry [3]. - The reduction in water consumption thresholds for different pricing tiers effectively increases the price impact for some users, with certain customers facing a price increase of 92.9% [2]. Summary by Sections Water Price Adjustment - Guangzhou's water price increase will see residential rates rise to 2.55, 3.82, and 7.65 RMB per cubic meter for the first, second, and third tiers respectively, with non-residential rates increasing to 4.40 RMB per cubic meter [1]. - The price adjustment process is expected to take about a year, starting from a public hearing scheduled for May 2024 [1]. Impact on the Industry - The price hikes in Guangzhou are indicative of a broader market trend, as other cities like Shanghai have also raised water prices, reflecting a market-oriented policy approach [3]. - The anticipated water price increase in Shenzhen is expected to be expedited by the precedent set by Guangzhou, potentially completing by mid-2026 [3]. Stock Recommendation - The report recommends China Water Affairs (855 HK) as a top pick, projecting a target price of 7.22 HKD, which represents a 23.4% upside and a price-to-earnings ratio of 8.5 times for FY26 [4]. - Although China Water Affairs does not operate in Guangzhou, it stands to benefit from the nationwide trend of increasing water prices [4].