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港股概念追踪 |未来我国将每年改造10万公里以上地下管网 地下管网迎来建设潮(附概念股)

Hong Kong Stock Concept Tracking | In the future, China will transform an underground pipeline network of more than 100,000 kilometers every year to usher in a wave of construction (with concept stocks)

Zhitong Finance ·  Mar 12 21:11

The renovation of underground pipelines is an important part of the city's renewal this year.

Currently, various regions are continuously speeding up the renovation process, and various new technologies and methods are widely used, driving the continuous upgrading of underground pipeline network renovation technology and further expanding the market size.

From a national perspective, at the current pace of renovation, China will transform underground pipelines of more than 100,000 kilometers every year. In particular, this year, as prefecture-level cities and above carry out comprehensive urban medical examinations, pipeline network problems discovered during medical examinations will be resolved at an accelerated pace, involving various industries such as design, construction, materials, equipment, and monitoring and maintenance.

According to preliminary estimates, during the “14th Five-Year Plan” period, the country's underground pipeline network renovation investment will exceed trillion dollars, and the industry has broad prospects for development.

The National Development and Reform Commission and other departments issued major achievements on comprehensively consolidating the prevention and control of the epidemic. Among them, the improvement of environmental infrastructure is being accelerated. Make up for shortcomings in domestic sewage collection and treatment facilities.

In 2022, the Development and Reform Commission issued a notice on the “14th Five-Year Plan” implementation plan for new urbanization. The notice states that pipeline network renewal and underground pipe gallery construction will be promoted.

Guide all regions to collaborate to promote pipe gallery construction according to local conditions in the renewal and renovation of old urban pipeline networks, etc., actively develop trunk and branch line pipe galleries in new urban areas according to functional requirements, rationally lay out pipe gallery systems, and coordinate the laying of various types of pipelines.

Expedite the clarification of the fee policy for entering the gallery, and take more measures to resolve the problem of blocked investment and financing. Do a good job of coordination, optimize the project space layout, arrange the construction schedule reasonably, and avoid repeated excavation. Improve the normalized management mechanism for municipal public facilities to ensure the stable and safe operation of facilities.

By 2025, 45,000 kilometers of sewage collection networks will be added and renovated to basically eliminate dark and smelly urban water bodies, and increase the domestic sewage treatment rate in rural areas to 40%.

Hong Kong stock related concept companies:

China Liansu (02128): China Liansu is a global pipeline building materials group that attaches great importance to product innovation and development. In the past 3 years, the company's share of the plastic pipe market is about 20%, and the share of the PVC pipe market is more than 40%, making it a true industry leader. Recently, the RTP flexible hydrogen transport composite pipe developed by the China Joint Plastics Research Institute was successful, marking that China can fully localize this type of hydrogen transport pipeline, and that pipeline hydrogen transportation technology has reached a new level. According to reports, the RTP flexible composite hydrogen pipe independently developed by Liansu is mainly composed of an inner tube layer, an aluminum strip barrier layer, an intermediate plastic layer, a glass fiber reinforced layer, and an outer tube layer. It is a plastic composite pipe with high barrier properties and high strength.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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