Industry Listed Companies: Spotlight Technology (300203), Energy Saving Guozhen (300388), Huachang Chemical (002274), Guoji General (600444), ST Huayi (600290)
This article's core data: Sewage Treatment Equipment production, sewage discharge
Wastewater treatment industry in a period of rapid development
Since the founding of the country, China's wastewater treatment industry has gone through four stages of development, the 1960s-1970s, China began to invest in their own construction of a number of wastewater treatment facilities and wastewater treatment plants, wastewater treatment is in the initial stage; the 20th Century 80s - 90s, urban drainage facilities have been the rapid development, but sewage and drainage facilities operating efficiency is still very low; 2002-2014, a large influx of foreign capital and private capital, and gradually formed to BOT (build-operate-transfer) and TOT (transfer-operate-transfer) and other modes of operation; 2015 - to date, with the "Water With the implementation of the "ten articles of water" across the country, the demand for comprehensive treatment of the water environment has begun to be released, and the sewage treatment industry is in a period of rapid development.
Characteristics of the development of the sewage industry
China's sewage industry is characterized by obvious laws and regulations and policy guidance, a large scale of investment, a long payback period, and the development of the region is still unbalanced.
Sewage treatment equipment with specialization
Sewage treatment equipment is an important part of the sewage treatment industry, sewage treatment industry equipment according to the different types of treatment can be divided into sewage pre-treatment equipment, sewage biological treatment equipment and sludge treatment equipment, and the equipment used by the different, with a certain degree of specialization.
The output of sewage treatment equipment is increasing
In recent years, China's overall technological level of water pollution prevention and control equipment has developed rapidly, and the main products, such as separation equipment, oxidation and disinfection equipment and life treatment equipment, basically satisfy the general industrial costs and the demand for treatment of domestic sewage.2017-2019, China's The output of sewage treatment equipment increased year by year, and the output reached 285,700 units in 2019, with a year-on-year growth of 23.79%. However, China's sewage treatment equipment has a low degree of serialization, few complete sets of devices, difficult to degrade, high-concentration organic wastewater treatment equipment and high-tech biotechnology treatment equipment is relatively lacking, it is expected that in 2020, China's production of sewage treatment equipment will exceed 300,000 units.
Wastewater emissions continue to increase driven by the demand for sewage treatment equipment
In recent years, China's water pollution is becoming increasingly serious, 2020 national emissions of sewage as high as 57.91 billion tons of sewage in China, in addition to 70% of industrial wastewater and less than 10% of the sewage treatment and discharge of the rest of the sewage untreated and discharged directly into the river, lake and sea. Rivers, lakes and seas, resulting in serious deterioration of water quality, sewage in the chemical oxygen demand, heavy metals, arsenic, cyanide, volatile phenols, etc. are on the rise, the country's 95,000 kilometers of rivers and streams, 19,000 kilometers polluted, 0.5 million kilometers of seriously polluted, the clear river becomes turbid, turbid water becomes stinky, fish and shrimp extinct, alarming. The Songhua River, Huaihe River, Haihe River and Liaohe River systems are seriously polluted, 86% of urban rivers are polluted to varying degrees, and water pollution causes huge economic losses. Therefore, with the increasing discharge of sewage, the demand for sewage treatment equipment also increases.
The above data refer to the Prospect Industry Research Institute's China Sewage Treatment Equipment Industry Market Outlook and Investment Strategy Planning Analysis Report.