中国水务:供水和管道直饮水龙头 自由现金流拐点已现

长江证券
Nov 19

简介:供水行业龙头 ,管道直饮水持续发展公司为我国供水行业龙头企业,供水主业持续稳健发展, 管道直饮水具备先发优势。截至FY2025,公司城市供水业务服务人口超3000 万人,管道直饮水业务服务人口约1200 万。从业务结构来看,城市供水、环保、总承包建设、管道直饮水、物业开发及投资、所有其他分部收入占比分别为64.3%、13.1%、5.7%、5.6%、3.1%、8.2%,供水业务为公司核心收入...

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