以下为报告节选内容 今天分享的是：2025年中国节水装备行业发展现状分析及需求前景研判报告 报告共计：50页 中国节水装备行业发展现状与前景总结 节水装备是符合质量、安全和环保标准，用于提高用水效率、减少水使用量的机械与储存装置统称，广泛应用于工业、农业及城镇生活领域，通过"减少无 效耗水、提高用水效率、回收再利用"三大核心逻辑实现节水，承载着高效用水理念与系统解决方案。 行业发展环境持续优化。我国人均水资源占有量仅为世界人均水平的四分之一，水资源短缺与水质污染问题突出，叠加城镇化推进和经济发展带来的用水需 求增长，为节水装备提供了刚性市场需求。政策层面，一系列法规与规划相继出台，从制度层面推动节水技术装备创新、研发与推广，构建起完善的政策支 撑体系，同时国家节水标准定额的不断完善，进一步规范行业发展。此外，供水与排水固定资产投资的持续增长，为节水装备市场提供了广阔的存量替代与 增量拓展空间。 行业发展现状呈现多元特征。目前，我国节水产业已形成涵盖多领域的全产业链条，市场规模持续扩大。细分领域中，工业节水装备受政策、技术、经济成 本等多重因素驱动，在废水回用、循环水系统优化等细分市场快速发展，形成多梯队竞争格 ...

导读： 节水装备是符合质量、安全和环保标准，用于提高用水效率、减少水使用量的机械与储存装置的统称， 主要应用于工业、农业及城镇生活领域。"节水装备"不仅仅是一个个孤立的省水产品，它更代表了一种 现代化的、高效的、负责任的用水理念和系统解决方案。国家陆续出台多项政策以及对工业企业采用先 进节水技术、工艺和设备提出明确法律要求，这些政策法规为节水装备产业高质量发展指明方向。目 前，中国节水装备产业经过多年发展，已形成较为完整的产业链，部分产品和技术达到国际先进水平。 据统计，当前我国规模以上节水装备制造企业超过2000家，产业规模位居全球前列，膜分离、智能水 表、高效冷却等部分细分领域优势明显。2024年，我国节水装备市场规模5515.77亿元，同比增长 0.7%。市场竞争方面，节水装备细分程度较高，产业链节点繁多，各细分市场市场竞争表现分化。未 来，在"双碳"目标及智慧化转型大背景下，我国节水装备市场发展空间巨大，行业将进入高质量发展新 阶段。 幻灯片1 幻灯片2 幻灯片3 幻灯片4 幻灯片5 幻灯片6 幻灯片7 幻灯片8 幻灯片9 幻灯片10 幻灯片11 幻灯片12 幻灯片13 幻灯片14 幻灯片15 幻灯片 ...

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]

Core Viewpoint - The Ministry of Industry and Information Technology and the Ministry of Water Resources have jointly issued the "Implementation Plan for the High-Quality Development of Water-Saving Equipment (2025-2030)", aiming to enhance the competitive advantage of the water-saving equipment industry chain and promote the efficient use of water resources through high-quality development of water-saving equipment [1] Group 1 - The plan emphasizes the construction of a comprehensive and technologically advanced water-saving equipment system by 2030 [1] - The supply capacity of high-performance, high-efficiency, and highly reliable water-saving equipment is expected to continuously strengthen [1]

Group 1 - The A-share market experienced a rebound on November 3, with all three major indices rising, and over 3,500 stocks increasing in value, indicating a positive market trend [1] - The trading volume in the A-share market reached 2.13 trillion yuan, marking the sixth consecutive trading day above 2 trillion yuan, reflecting strong market activity [1] - Over 180 stocks have been included in the brokerage "golden stock" list for November, with Top Group receiving recommendations from five brokerages, highlighting its popularity among investors [1] Group 2 - The banking sector, specifically Industrial and Commercial Bank of China and China Construction Bank, announced a temporary suspension of certain gold investment services, which was later lifted, indicating a response to changes in gold tax policies and market conditions [2] - The securities industry is undergoing significant changes, with six brokerages having completed name changes this year, reflecting a strategic restructuring in response to regulatory pressures and market challenges [3] - The Hong Kong stock market has become a popular listing destination, with IPO financing reaching 216.47 billion HKD in 2023, a 203.5% increase year-on-year, indicating a robust market environment [3] Group 3 - The Ministry of Industry and Information Technology and the Ministry of Water Resources released a plan for the high-quality development of water-saving equipment, aiming to enhance the water resource utilization in response to the country's water scarcity issues [4] - The marine economy in China showed a positive trend, with a GDP of 7.9 trillion yuan in the first three quarters of the year, growing by 5.6% year-on-year, and a significant increase in approved marine project areas [5] - The energy storage sector is witnessing rapid growth, with major companies securing significant contracts, and the global lithium carbonate price has surged due to increased demand and inventory depletion [6] Group 4 - Local governments in provinces like Shanxi, Henan, and Guangdong are introducing policies to promote brain-computer interface technology, indicating a push for innovation and development in this emerging field [7] - Securities firms are increasing their margin trading limits to meet rising market demand, reflecting a bullish sentiment in the A-share market and a competitive landscape among brokerages [8] - Major projects in the Shanghai stock market are focusing on modern industrial systems, including traditional industry upgrades and investments in strategic emerging industries like semiconductors [8]

Group 1 - The core viewpoint of the article highlights various significant developments in China and the global market, including export control dialogues, visa policy changes, and regulatory measures in the healthcare sector [2] - The implementation plan for high-quality development of water-saving equipment was released by two departments, indicating a focus on sustainability and resource management [2] - The "OPEC+" group plans to slightly increase production starting in December, maintaining the same increment as in October and November, which may impact global oil supply dynamics [2] Group 2 - The Shenzhen water market experienced a sudden surge in gold prices, with a daily increase exceeding 50 yuan per gram, reflecting volatility in precious metals [2] - Multiple brokerage firms have raised the upper limit for margin financing business, suggesting a potential increase in market activity and investor engagement [2] - The U.S. stock market showed mixed results, with the Nasdaq index rising by 0.46%, indicating varied investor sentiment across different sectors [2]

Core Viewpoint - The Ministry of Industry and Information Technology and the Ministry of Water Resources have jointly issued the "Implementation Plan for the 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 for a comprehensive green transformation of the economy and society [1][2]. Group 1: Policy and Strategic Goals - The plan aims to establish a water-saving industry fund and encourage 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]. - By 2030, the goal is to create a comprehensive and technologically advanced water-saving equipment system, enhancing the supply capacity of high-performance, high-efficiency, and high-reliability water-saving equipment to world-class levels [1][2]. Group 2: Industrial Context and Achievements - Over the past decade, the industrial water consumption has maintained "zero growth," supporting an average industrial economic growth of 5.7%, while the water consumption per unit of industrial added value has decreased by over 50% [2]. - In 2024, industrial water consumption is projected to be 97.1 billion cubic meters, accounting for approximately 16% of the national water consumption, with a water consumption of 24 cubic meters per unit of industrial added value, indicating a gap compared to international advanced levels [2]. - The plan emphasizes the development of water-saving equipment in general equipment with high water consumption in production processes and focuses on the digital transformation of water supply, usage, and recycling equipment [2][3].

Industry Updates - The Ministry of Industry and Information Technology announced a list of 129 companies that meet the "Photovoltaic Manufacturing Industry Standard Conditions" [2] - The Ministry of Industry and the Ministry of Water Resources released a high-quality development implementation plan for water-saving equipment, aiming for breakthroughs in key areas by 2027 [2] - The marine economy showed a good performance with a marine GDP of 7.9 trillion yuan, a year-on-year increase of 5.6%, driven by growth in marine oil and gas production [3] - China's low-carbon metallurgy technology has entered the world's top tier, with significant advancements in high-end, intelligent, and green development in the steel industry [3] - Hebei's Shijiazhuang city has achieved a renewable energy installed capacity of 10.156 million kilowatts, accounting for 52% of the total installed capacity [4] - Inner Mongolia's oil and gas production increased, with crude oil production reaching 2.5 million tons, a year-on-year increase of 4.2% [6] International News - Major oil-producing countries announced a pause in production increases in early 2026, maintaining a daily increase of 137,000 barrels until then [7] - Iran plans to launch its first nuclear-powered seawater desalination plant, capable of processing 70,000 cubic meters of seawater daily [7] Corporate Developments - The North Luan Power Plant in Ningbo, Zhejiang, has been successfully commissioned, becoming the largest thermal power plant in China by installed capacity [8]

Core Insights - The Ministry of Industry and Information Technology and the Ministry of Water Resources jointly issued the "Implementation Plan for High-Quality Development of Water-Saving Equipment (2025-2030)" to enhance the competitive advantage of the water-saving equipment industry and promote the efficient use of water resources for green economic transformation [1][2]. Group 1: Policy and Strategic Goals - The plan aims to establish a water-saving industry fund and encourage 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]. - By 2030, the goal is to create a comprehensive and advanced water-saving equipment system, 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 water consumption has maintained a "zero growth" while supporting an average annual industrial economic growth of 5.7%, with water consumption per unit of industrial added value decreasing by over 50% [2]. - In 2024, industrial water consumption is projected to be 97.1 billion cubic meters, accounting for approximately 16% of the national water consumption, with a water consumption of 24 cubic meters per unit of industrial added value, indicating a gap compared to international advanced levels [2]. - The plan emphasizes the development of water-saving equipment in general equipment with high water consumption in production processes and focuses on the digital transformation of water supply, usage, and recycling equipment [2][3].

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].