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港股異動丨水務股普漲 粵海投資漲約3% 廣州水價價改即將落地
港股水務股普遍上漲,其中,北控水務集團漲4%,粵海投資漲近3%,光大環境、中國水務漲超1%。消息上,中信證券日前發佈研究報告稱,廣州市自來水價格改革方案將於6月1日落地。廣州市自來水現行價格已執行多年,成本上漲壓力導致區域內代表性供水企業持續虧損。預計此次價改落地後將大幅疏導成本壓力。歷史經驗看,核心城市調價對水價改革起到催化作用,各地市理順供水價格機制有望提速。根據統計,近期已有多個城市陸續出臺價格調整方案,價格機制完善有助改善國內供水行業回報長期偏低的問題。

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