港股水务股拉升,东江环保大涨超14%,中国水务涨近7%

格隆汇
Jun 23

港股水务股拉升,其中,东江环保大涨超14%,中国水务涨近7%,光大环境涨1%,北控水务集团粤海投资跟涨。

消息上,今年以来,多家管材、施工类水务企业接连中标重大项目,行业景气度上行。在水价改革等政策支持下,水务行业市场化程度提升,机构认为水务企业业绩表现有望得到实质性改善。

此外据测算,“十五五”时期国家水网投资将突破6万亿元,年均投资规模可达1.2万亿元以上。水网作为国家基建“六张网”之首,其大规模建设将直接拉动水务产业链需求。

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