Huafu Securities research report pointed out that compared with developed countries, the price of our country's water supply is still low, and the price increase may be the future trend.
Since 2023, many places have promoted water price adjustments.
Currently, cities such as Kunming, Shanghai, Xiangyang, Quanzhou have raised water prices, with an average increase of more than 25%. Cities like Guangzhou are still in the hearing stage.
Soochow Securities believes that raising the price of water supply can increase profits, and the improvement of sewage with price can optimize the cash flow model, driving long-term growth and valuation doubling.
Huafu Securities research report pointed out that compared with developed countries, the price of our country's water supply is still low, and the price increase may be the future trend. The simultaneous rise of quantity and price is expected to ensure that water companies maintain high dividends.
Everbright Securities research reports pointed out that the water affairs industry in various regions is expected to enter a new round of price increase cycle, ensuring the high-quality operation of existing projects. Bullish on high-quality water affairs companies that achieve steady development through high-quality operations.
Water related companies include:
BJ Ent Water (00371), China Water (00855), Guangdong Inv (00270), China Everbright (01857), Taizhou Water (01542), Xinglu Water (02281), DCWT (03768).