[1], Hejia resources (000826):
The company focuses on domestic waste composting, sanitary landfill of domestic waste and industrial hazardous waste incineration in the field of pioneering, the commercialization of solid waste treatment operations is the trend, but it takes a time process. The company is China's solid waste industry leader, because the company is in the upstream of the environmental protection industry, benefit from the development of China's environmental protection industry, the company is located in the solid waste treatment sub-industry investment is mainly from the government's financial expenditure, the industry's high certainty of growth, as the only A-share listed companies in the field of solid waste engineering and construction, and at the same time is the environmental protection industry's leading enterprises.
[2], the South China Sea development (join from the stock) (600323):
07 years, the company obtained the Songgang sewage treatment project, Luocun street office sewage treatment project, further expanding the company's sewage treatment business. In addition the company Danzao Hengjiang sewage treatment plant and urban sewage treatment plant has laid the foundation stone, the second phase of the expansion of the sewage treatment plant in Pingzhou is carrying out preliminary preparatory work. The company around the established development strategy, and actively forge ahead, seize the local government to vigorously promote energy conservation and emission reduction, environmental protection and pollution control opportunities, based on the water supply, sewage treatment, solid waste treatment of the three main industries.
[3], City Investment Holdings (join the self-elected shares) (600649):
The company has formed a three-pronged main business of water, solid waste treatment and real estate, the company's environmental sector mainly includes Shanghai Environmental Group Limited (holding 100% subsidiary) and Shanghai Environmental Investment Company Limited engaged in waste transfer, waste incineration power generation, landfill and oil products The environmental segment of the Company mainly includes waste transfer, waste incineration power generation, landfill and oil products sales business engaged by Shanghai Environment Group Co. At the same time, the company also has an associate company, Shanghai Laogang Life Waste Disposal Co.
[4], Xinjiang Urban Construction (join the optional shares) (600545):
The company is an absolute monopoly in Urumqi city water production capacity. Subordinate water supply branch accounted for 60% of the city's water supply in Urumqi, the company's water supply branch of the two water plants --- Chaiwuobao water plant and Shidunzishan water plant is the largest investment in Urumqi, production technology, production equipment, the best economic efficiency of the water plant. So that the company has established a monopoly on water resources in the region. Urumqi city belongs to the serious water shortage area, Xinjiang Urban Construction can be expected to obtain stable income through water supply. In addition, Xinjiang Urban Construction Environmental Protection Co., Ltd (registered capital of 16.4 million yuan), in which the company holds a 51% stake, plans to invest 68.82 million yuan in the construction of a waste biological treatment plant that will process 600 tons of waste per day.
(B) waste incineration power generation
[1], City Investment Holdings (600649):
Shanghai Jiangqiao domestic garbage incineration power plant belonging to the company is the largest and most advanced domestic garbage incineration power plant. Garbage disposal industry in China is still a sunrise industry, according to the company's plan, the environmental group's future garbage disposal investment, construction and operation scale from 11,500 tons / day in 2007 to 25,100 tons / day in 2010, the compound annual growth rate of 29.7%. As a monopoly service international metropolis Shanghai residents of water and garbage environmental protection enterprises, the company's long-term development prospects are worth looking forward to.
[2], the South China Sea development (600323):
The company has a strong advantage in the fight for local environmental protection projects, including sewage treatment and waste power generation projects are in a rapid growth stage. 2012 waste power generation project capacity is expected to grow nearly 5 times, 3 years sewage treatment capacity is expected to grow about 3 times. We estimate that the contribution of these two businesses to revenue is expected to increase from 13% in 2008 to 40% by 2012. And as water prices are in a medium- to long-term upward phase, the company's earnings are expected to improve.
[3], Ha cast shares (add optional shares) (600864):
The company's participation in the Heilongjiang New Century (add optional shares) Energy Limited main garbage power generation
[4], East Lake High-tech (add optional shares) (600133):
Currently the company is actively moving into the field of environmental protection and power, the acquisition of the Yima environmental protection Power Company is China's largest environmental power to deal with industrial hazardous waste. In addition, the company's real estate business should not be ignored, its holding of Wuhan Xuefu real estate company is developing rapidly.
[5], huadian energy (add self-elected shares) (600726):
The company's holding Heilongjiang new century energy company using the world's most advanced circulating fluidized bed technology to deal with garbage power generation, this kind of garbage power generation do not have to sort the garbage, directly crushed and burned, and the exhaust emissions in line with the national environmental standards.
[6], Guangzhou Holding (add self-elected shares) (600098):
The company continues to strengthen in the wind power, garbage power generation, biomass power generation, solar energy, ocean energy and other new energy and renewable energy business areas of research, layout and development efforts. Recently, the company was selected as one of the "Top 100 Enterprises in Guangdong Province" and "Top 50 Listed Companies with the Most Valuable Investment in Guangdong" in 2009. Guangzhou Zhujiang Natural Gas Power Generation Co., Ltd. completed the power generation capacity of 1.027 billion kilowatt-hours (kWh) and the on-line power generation capacity of 998 million kWh, which were 24.56% and 24.65% higher than the same period of the previous year, respectively.
[4], Three Gorges Water Conservancy (join the self-elected shares) (600116):
The company used Tsinghua University's fluidized bed combustion technology will be Tuo Kou Power Plant 2 × 65 tons of pulverized coal furnace converted into a mixed-fired municipal waste circulating fluidized bed boiler.
[8], Kaidi Power (add self-elected shares) (000939):
The company is mainly committed to the efficient use of resources and recycling, focusing on the development of high sulfur coal and low-quality coal power generation, municipal garbage power generation, straw power generation, small hydroelectric power, wind power and other renewable and environmentally friendly energy investment and construction, as well as biomass resource utilization, the company's current electric power and environmental protection contract value Up to billions of dollars.
[9], TEDA shares (add self-elected shares) (000652):
The company is a main ecological environmental protection, high-tech industrial investment, such as a comprehensive listed companies, with more national policy support for emerging industries, including waste incineration power generation of environmental protection industry, landscaping and greening industry, as well as clean materials industry.
(C) solid waste treatment equipment and landfill construction
[1], Huaguang shares (add self-elected shares) (600475): waste incineration boiler
The company is the domestic waste incinerator manufacturing leading enterprises, more than 200t / d level of garbage incineration boiler market share first. The company's production of a single waste incineration boiler daily processing capacity of 800 tons of garbage, the world's largest single daily processing capacity of waste incineration boiler. The company's circulating fluidized bed waste incineration boiler domestic market share of about 30%, the current domestic projects have been up to more than 100 garbage power generation projects, according to experience, each garbage power plant needs to be equipped with 2-4 sets of boilers, then a conservative estimate of the current domestic market capacity should be in the more than 25 billion yuan, and the company's new introduction of the grate furnace technology more advanced than the circulating fluidized bed boiler, the gross profit margin level of up to 22%! -23%.
[2], victory shares (join the stock) (000407): solid waste safety landfill impermeable system construction
Company has a controlling 65% of the subsidiary of the Shenzhen Shengyi Environmental Protection Co., Ltd. is engaged in environmental protection engineering professional company, to the municipal garbage sanitary landfill and industrial solid waste safety landfill impermeable system construction as the focus. Ltd. has an annual production capacity of 30,000 tons of PE pipes and fittings, the scale of which ranks the first in the industry in China. Subsidiary Guangzhou Shengyi Anti-seepage Engineering Co., Ltd. is a professional engineering company for anti-seepage project construction. The company and foreign HDPE seepage control material manufacturers to establish close cooperation and business agent relations, and has the right to import and export business, can provide to meet the different requirements of various specifications of high-quality HDPE seepage control material. On September 17, 2002, the company successfully passed the ISO14001 environmental management system certification. The company is a member unit of International Geosynthetics Society IGS and International Association of Geosynthetics Construction IAGI.
This article is from: Wealthy Winner Forum expert summary
Waste disposal concept stock leading and listed companies list
(1) Huaguang shares (600475) in the field of waste incinerator has strong technical strength, in the 200t / d up to the waste incineration boiler market share of the first;
(2) Hejia Resources (000826) Is the only one to solid waste engineering-based listed companies, its in the country's first batch of 12 provincial hazardous waste treatment facilities bidding to take 4, accounting for the largest share of this market;
(3) City Investment Holdings (600649) in March 23, 2009 in the Shanghai Joint Stock Exchange listing transfer of 40% stake in the environmental group, attracted the international solid waste disposal giant - the United States Waste management company (WasteManagement Inc.). Gates owns a stake in this waste disposal company Waste Management. The U.S. Waste Management (WasteManagementInc.) is the largest enterprise in the waste disposal industry, or the world's largest recyclable materials collection company. Shanghai Environment Group has occupied more than 70% of the domestic waste disposal market in Shanghai, ranked second in the "2009 China Solid Waste Top Ten Influential Enterprises" selection;
(4) Tianjin-based TEDA (000652) is the country's only garbage power generation science and technology demonstration project, which is the only one of its kind in China. Investment in the double port waste incineration power plant with a total investment of 570 million yuan, installed capacity of two 12 megawatts, 120 million kilowatt-hours of power generation on the Internet per year, daily treatment of 1,200 tons of domestic garbage, is a key project of the Beijing Olympics in Tianjin in 2008