Environmental Protection Industry Investment Prospects Report: Supported by Poli
Release date : 2020-02-29 17:06:00
Event: The Ministry of Industry and Information Technology issued the "Guiding Opinions on Accelerating the Development of Environmental Protection Equipment Manufacturing".
Recently, the Ministry of Industry and Information Technology issued the "Guiding Opinions on Accelerating the Development of Environmental Protection Equipment Manufacturing." According to the opinion, China will develop environmental protection equipment manufacturing in nine key areas including air pollution prevention equipment and water pollution prevention equipment. By 2020, ten key enterprises with a scale of 10 billion yuan will be cultivated in each key area, and the output value of the environmental protection equipment manufacturing industry will reach 100 billion yuan.
Opinion: 1. Once again supported by policies, the environmental protection equipment industry is still on a high-speed runway. As the overall development of the environmental protection industry continues to accelerate, the market space for environmental protection equipment manufacturing continues to expand. During the "Twelfth Five-Year Plan" period, the scale of China's environmental protection equipment manufacturing industry expanded rapidly, and some of the equipment reached the international advanced level. In 2016, the output value reached 620 billion yuan, double that of 2011. This document proposes that by 2020, the effective supply capacity of advanced environmental protection technology equipment will be significantly improved, and the market share will be greatly improved; at the same time, the industrial structure will be continuously optimized, and a group of standardized enterprises with demonstration and leading roles will be supported in each key area to cultivate Ten tens of billions of leading enterprises, creating thousands of "specialized and special" small and medium-sized enterprises, forming a number of industrial clusters with strong driving effects and distinctive characteristics, and the output value of environmental protection equipment manufacturing reached 100 billion yuan. This means that from 2017 to 2020, the environmental protection equipment industry will add about 100 billion yuan of output value each year, and will continue to maintain high-speed growth, and the market potential will be further released. At the same time, excellent enterprises in key sub-sectors will receive more policy support. The agglomeration effect is prominent, which is conducive to leading companies continue to grow bigger and stronger.
2. Significant opportunities will be ushered in the field of water and atmospheric equipment. From the perspective of key areas, the document points out that it is necessary to focus on the hot and difficult issues of environmental governance such as the atmosphere, water and soil, and the new requirements for environmental protection equipment under the new situation. Pollution prevention equipment, water pollution prevention equipment, solid waste treatment and disposal equipment, soil pollution restoration equipment, comprehensive resource utilization equipment, environmental pollution emergency treatment equipment, environmental monitoring special instruments, environmental pollution prevention special materials and pharmaceuticals, noise and vibration control equipment Nine key development areas. We believe that at the current point in time, water and atmospheric equipment will usher in more significant investment opportunities. On the one hand, the market space in the above-mentioned fields covers a wide range and the demand is high. On the other hand, the strict industrial environmental protection situation has greatly promoted the pace of governance. Among them, in the field of air pollution prevention equipment, the focus will be on the combined removal of pm2.5 and ozone precursors, sulfur trioxide, and dioxin treatment; in the field of water pollution prevention equipment, the focus will be on the repair of black and odorous water bodies, rural sewage Treatment, high concentration refractory sewage treatment in industrial field.
3. The strong competitive landscape Hengqiang Up to now, China has a number of more mature conventional environmental protection technology and equipment, and the product types of environmental protection equipment have reached more than 10,000 types, including air pollution control, water pollution control, solid waste treatment, noise and vibration. Relatively complete product systems for control, environmental monitoring, special instruments and other categories. However, there are also problems with low gold content of equipment technology, low industry concentration, and low level of specialization. This document clearly requires the development of advanced environmental protection equipment and the cultivation of a batch of tens of billions of leading enterprises. We believe that advanced equipment manufacturing enterprises will obviously benefit from policy guidance, market competitiveness will become more prominent, and market concentration will increase accordingly. In addition, in the past few years, due to the relative lack of environmental law enforcement and supervision, the environmental protection equipment industry has insufficient motivation for innovation, and market demand has not been effectively released. As the Nineteenth National Congress promotes eco-environmental protection to a higher level, with increased supervision of environmental protection, the prospect of low-end environmental protection equipment manufacturing will become more bleak, and the industry will gradually realize the crowding out effect on enterprises with insufficient formality and low technology content , The trend of the strong is inevitable.