Dayu Irrigation(SZ:300021)2025-07-23 11:48Group 1: Company Overview and Business Operations - Dayu Water-saving Group has been involved in water and hydropower projects in Tibet since 2015, collaborating with state-owned enterprises like China Energy Construction and China Electric Power Construction [4] - The company has established a strong presence in high-altitude regions, demonstrating its construction capabilities in complex geographical conditions [4] - Dayu Water-saving has plans to set up a branch in Linzhi and participate in surrounding projects related to the Yarlung Tsangpo River hydropower station [4] Group 2: Project Capabilities and Competitive Advantages - The company possesses a first-class qualification for water conservancy and hydropower engineering contracting, with extensive experience in large and medium-sized water conservancy facilities [5] - Dayu Water-saving's design group is a leading private water conservancy design enterprise in China, aiming to enhance its design qualifications through mergers and acquisitions [5] - The company has successfully implemented modernized renovation projects for reservoirs, showcasing its integrated solution capabilities [5] Group 3: Market Trends and Investment Opportunities - Water conservancy investment has exceeded 1 trillion yuan for three consecutive years, with a positive outlook for future orders in the sector [7] - The government has set ambitious goals for high-standard farmland construction, targeting 1.35 billion mu by 2030, which translates to a market space exceeding 1.5 trillion yuan [9] - The "soft construction" initiative proposed by the National Development and Reform Commission is expected to benefit private enterprises significantly, enhancing their competitive advantages [10] Group 4: Future Projections and Strategic Directions - The agricultural investment landscape is improving, with new policies aimed at enhancing agricultural infrastructure and water management [8] - The company anticipates that the government's increased investment in agriculture will secure orders and performance for the next three to five years [9] - Dayu Water-saving is committed to leveraging its strengths and foresight to create greater value for investors in the future [10]