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A股異動丨迎政策利好,水利股走強,國統股份漲停,大禹節水漲超5%

A股水利概念股走強,其中,國統股份、滄州明珠漲停,大禹節水、青龍管業漲超5%,錢江水利漲近4%,北方國際、顧地科技、西藏天路等跟漲。消息上,中共中央辦公廳、國務院辦公廳發佈關於全面推進江河保護治理的意見,深化改革創新。推進水利行業自然壟斷環節獨立運營和競爭性環節市場化改革。推進用水權改革,完善水價形成機制,落實好水資源費改稅政策。健全重大水利工程建設、運行、管理機制。深化水利投融資改革,健全政府投資有效帶動社會投資機制,加強優質金融服務供給,拓寬多元化投融資渠道。有分析指出,該政策通過市場化改革、投融資支持、用水權交易等多方面措施,將推動水利行業高質量發展,相關上市公司在工程建設、智慧水務、新能源融合等領域有望受益。投資者可關注水利基建、水電運營、智慧水利及環保水務等細分領域的龍頭企業。(格隆匯)

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