On July 23, Water Affairs related stocks continued to perform well. bj ent water rose nearly 5% and recorded its second consecutive increase, while china water rose nearly 3%, guangdong inv rose 1.7%, and china everbright rose 0.7%. In terms of news, on July 22, the National Development and Reform Commission and five other departments issued the "Guidance on Accelerating the Development of Water-saving Industry", proposing that by 2027, the scale of the water-saving industry will reach trillions, and by 2035, a number of hundred-billion-level leading enterprises will be cultivated and water-saving technology, process, product equipment manufacturing, and management services will reach the world's advanced level, and water-saving production and lifestyle will be formed comprehensively. Zheshang Securities pointed out that in recent years, the growth rate of water prices has been continuously slowing down, and most cities or regions have not adjusted their prices for a long time; and the proportion of water expenditure to residents' disposable income is only 0.5%, leaving considerable room for price adjustments. With the implementation of price adjustments in Shanghai and the introduction of the Guangzhou plan, the policy signals are clear, the expectation of price increases is clear, and the marketization and dynamism of water prices will gradually strengthen, benefiting related companies.