Currently 90% of China's reverse osmosis membrane market for imported membranes, of which, the United States Hydranautics (Hydranautics/Nitto Denko) and the United States of America Dow Chemical Company (Dow Chemical/Filmtec) of the membrane products accounted for about 70% of China's market share, and the rest of the foreign membrane manufacturers such as the United States Koch/Fluid System, Osmonics/Desal, South Korea's World Korea (csm/Saehan), Japan's Toray (Toray) and other companies **** occupied about 15% of the market, the domestic membrane only about 10% of the market.
Reverse osmosis membrane industry, the main listed companies: Dow Chemical (DOW), Nitto Denko Corporation (6988), Toray Corporation (3402)
The core data of this article: Reverse Osmosis Membrane market share, desalination equipment production industry representative companies Gross margin changes
Reverse osmosis membrane industry overall competitive landscape Domestic enterprises market share accounted for a small proportion
Currently the reverse osmosis membrane market enterprises are mainly concentrated in the international well-known membrane manufacturers, and most of them are diversified large-scale enterprises such as the U.S. Dow Chemical, the U.S. Hydrographic Energy, Japan's Toray, etc.; membrane business is only its diversification strategy under the A business unit. It is worth noting that the major companies to expand their business areas into the water treatment or membrane manufacturing industry, and then through the acquisition of existing companies and businesses to gain market share and category technology complement.
Currently, 90% of China's reverse osmosis membrane market for imported membranes, of which, the United States Hydranautics (Hydranautics/Nitto Denko) and the United States of America Dow Chemical Company (Dow Chemical/Filmtec) membrane products accounted for about 70% of China's market share, the rest of the foreign membrane manufacturers, such as the United States Koch/Fluid System, Osmonics/Desal, South Korea's World Korea (csm/Saehan), Japan's Toray (Toray) and other companies **** occupied about 15% of the market, the domestic membrane only about 10% of the market.
China's membrane technology applications started late, but from 2000 onwards, the industry participants are numerous, but mostly in the production of ultrafiltration membranes, at present, the more well-known domestic reverse osmosis membrane manufacturers are Guizhou Times Walton Technology Co, Hangzhou Easy Membrane Environmental Protection Technology, Hunan Qinsen Environmental Protection Hi-Tech Co., Ltd, Hangzhou Water Treatment Technology Research and Development Center and Shandong Jiuzhang Membrane Technology Co.
Compared with the well-known foreign companies, most of the domestic reverse osmosis membrane manufacturers are small, weak technical strength, product quality is not stable. But the advantage lies in the cheap price, the support of downstream water treatment and environmental protection engineering enterprises, the complete industrial chain, as well as the huge domestic market support. At present, the domestic domestic reverse osmosis membrane localization rate is high, but the domestic rate of industrial reverse osmosis membrane is still to be improved.
Segmented industry - seawater desalination reverse osmosis membrane Domestic enterprises are in the period of technological breakthroughs Competition gradually strengthened
Seawater desalination in recent years has made great progress, and the related equipment, investment scale is growing. According to incomplete statistics, at the end of 2019, the national desalination project has reached 115, with a project scale of nearly 160 tons/day. At the same time, the construction of seawater utilization standard system is gradually sound, and domestic enterprises contracted large-scale international seawater desalination projects have made significant breakthroughs, especially in the field of key technologies has emerged a number of representative enterprises.
With the localization of core equipment and key technologies, the desalination industry system integration and engineering construction capabilities continue to break through, has entered a very critical stage of attack.
1, seawater desalination equipment industry
From the market segments, China's seawater desalination equipment industry backbone enterprises, including zhejiang hailiang co. Ltd., Tianjin Membrane Sky Membrane Technology Co.
In addition to Dow Chemical (China) Investment Co., Ltd. and Bluestar Toray Membrane Technology (Beijing) Co., Ltd. for the unlisted companies, other companies are listed companies. Visible in China's desalination equipment industry competition is gradually strengthened, the overall strength of the enterprise's operations.
Gross profit margin can reflect the profitability of enterprises, gearing ratio can reflect the scale of corporate debt, the analysis of these two factors will help investors to make judgments.
Gross profit margin, China's desalination equipment production backbone enterprises on behalf of the listed enterprises in the first quarter of 2015-2021, Zhongjin Environment's gross profit margin has been at a higher level, the overall change in the situation and the average change in the gross profit margin convergence; Hailiang shares has been at a level of about 5%, the level of gross profit margins in the representative enterprises is low. In these representative enterprises, the average gross profit margin fluctuations around the level of about 25%.
2, seawater desalination engineering enterprise competition
China's seawater desalination engineering enterprises are fewer, the current development of the better enterprises are: Shanghai Baan Water Co. Ltd., China International Marine Containers (Group) Company Limited, Beijing Bishuiyuan Technology Co.
In terms of gross profit margin, among the representative enterprises in China's desalination engineering industry, in the first quarter of 2015-2021, the gross profit margin of Nanfang Huitong fluctuated around 38%, which was at a higher level among the representative enterprises; Shandong Haihua and CIMC have been below the average, fluctuating around the level of 15%. The average gross profit margin among representative enterprises in China's desalination engineering industry has not changed much over time, fluctuating around the 27% level.
Segmentation - high salt wastewater treatment reverse osmosis membrane Environmental protection policy to drive the development of enterprises
China's high salt wastewater treatment market is mostly for the chemical industry within the enterprise themselves on their own to the disposal of industrial high salt wastewater discharged. However, in recent years, under the implementation of China's continuous strengthening of environmental protection policies, the emergence of some of the outstanding high salt wastewater equipment manufacturers, such as Beijing Garin Biotechnology Co.
In June 2016, the Ministry of Industry and Information Technology (MIIT) issued the "Industrial Green Development Plan (2016-2020)," proposing that by 2020, a green manufacturing system will be initially established. Under the national policy of developing high-tech industry and "green industry", China's high-salt wastewater treatment enterprises will be further supported and developed.
With the continuous expansion of industrial water treatment scale, water treatment requirements continue to improve, the demand for industrial separation membrane further to the high-end transformation. At present, the high-end market for industrial membranes is dominated by foreign brands, and the localization rate is relatively low, and is still in the process of localization.
Asia-Pacific Desalination Association Secretary General You Jinde that the membrane industry is a technology-driven industry, is still in the growth period, in order to ensure the long-term stable and healthy development of the industry, the need to continue to promote the technological upgrading, improve and optimize the product structure, to expand the field of application.
-- For more information, please refer to China Reverse Osmosis Membrane Industry Market Outlook and Investment Strategy Planning Analysis Report
.