Sanitation market this year has been a little hot. Yingfeng environment and Qiaoyin shares frequent orders: the former sanitation service contracts successfully exceeded the total amount of 50 billion yuan; the latter in the first half of the new order has exceeded 5 billion yuan. Under the trend of sanitation integration, the billion-dollar standard frequently. According to E20 Research Institute incomplete statistics, in the first half of 2022, the domestic sanitation market *** open bidding 153 billion sanitation projects, with a total amount of 58.7 billion yuan, the number of projects rose 68.13% year-on-year, the total investment increased by 65.35% year-on-year.
In addition to the Yingfeng environment, Qiaoyin shares, Jade Harvest, Fulongma, the first environment and other leading listed companies in the news, Poly, BGI, and other property companies, state-owned enterprises under the environmental services company has also continued to win the bid. Property companies, sanitation companies, the market competition will intensify, the enterprise will face both opportunities and challenges. A leading sanitation company responsible for the Shanghai Securities News reporter in an interview frankly.
In the face of fierce market competition, leverage new energy, new technologies, low-carbon, intelligent direction transformation has become a new trend in the industry, the leading companies have quietly force.
Sanitation leading report card bright
Recently, Qiaoyin shares major contract announcements. 8 August evening, the company disclosed, pre-bid about 828 million yuan in Jiangxi Province, Nanchang City, Xihu District, sanitation market-oriented service projects; August 2 evening, the company disclosed, about 166 million yuan bidding for the Foshan City, Guangdong Province, the streets of the Zumiao village sanitation and landscaping integration projects (South Area package); July On the evening of 28, the company disclosed, about 680 million yuan won the bid Jingzhou County, Huaihua City, Hunan Province, sanitation cleaning market-oriented projects
A large number of new orders will provide a strong guarantee for the company's sustainable development. Qiaoyin said that the new winning project will be gradually reflected in the company's performance.
Winning a large number of projects, a wide range of geographic areas, the amount of money, a province more than one bid, a city more than one bid, a county more than one bid frequently, become a leading environmental sanitation Yingfeng environment this year, a true reflection. According to the environment Division South data, as of August 8, Yingfeng environment this year, the new annualized amount of 1.206 billion yuan, ranked first in the country, the new contract amounted to 6.495 billion yuan; Accumulated in hand contracts totaling 51.765 billion yuan, ranked second in the country.
According to this year's average monthly performance forecast, Yingfeng environment is expected to achieve a major breakthrough this year, the annualized total annualized amount of sanitation projects won in the year 2022 is likely to exceed 2 billion yuan. Environment Division South said. According to the Yingfeng environment intelligent sanitation strategy, 2022 the company's intelligent sanitation services plan to reach 60 billion yuan of cumulative contract value, to achieve annual revenue of 4 billion yuan.
In addition, Jade Harvest, Fulongma, China Tianying, etc. have made gains so far this year. Yuhota, for example, in March, the company about 300 million yuan won the bidding of Baotou Qingshan District urban and rural sanitation, gardening, municipal integrated market operation of integrated service projects; in April, the company totaled more than 400 million yuan won the bidding of Jiujiang City central city sanitation market integration procurement project (Xunyang District bid, Lianxi District bid); in June, the company about 334 million yuan won the bidding of Yongdeng County, living garbage classification and municipal sanitation management integration concessionary The company has won the bidding of Yongdeng County life garbage classification and municipal sanitation management integration franchise project.
Looking at China Tianying, the company has signed the contract of Dancheng County urban sanitation operation market-oriented service project this year, the government procurement contract of Yanji City beautiful countryside sanitation integration project, Xi'an Yanliang District urban sanitation operation project market-oriented operation of the cooperative business agreement. Fulongma announcement shows that as of July 31, the company's 2022 sanitation service projects won the number of 22, the total contract amount of about 1.233 billion yuan.
Currently, the sanitation industry is in a stage of rapid development from the government's responsibility to provide public **** services to marketization. Chen Liyuan, executive vice president of the China Environmental Sanitation Association and director and general manager of China Environmental Cleaning Group Co. said so recently.
In her view, under the impetus of market-oriented policies and governments at all levels, the development trend of environmental sanitation management across the country is good, and the marketization process has been promoted from coastal and first-tier cities to inland and small and medium-sized cities, with the market capacity released rapidly and the industry's speed of development rising. Data from Environment Division South shows that as of July 17, 2022, 54 more (districts and counties) urban areas across the country have completed the sanitation marketization reform, and the sanitation marketization rate in urban areas across the country has increased to 72%. It is expected that by the end of 2022, the national urban sanitation marketization rate is expected to approach 75 percent.
Property companies and state-owned enterprises to seize the beach
In the sanitation leading run at the same time, the property company mergers and acquisitions of the sanitation enterprise business expansion accelerated, and the state-owned environmental services company, by virtue of the geographical, synergistic and other advantages, but also in the local market to take advantage of the place.
Look at the property company first. Poly property this year to take the first more than 1 billion yuan of sanitation operation class government procurement orders. July 21, Hebei Province, Zhangjiakou City, Weixian urban and rural sanitation integration PPP project announced the results of the pre-successful bidding, the successful supplier for Poly property, the pre-sale price of about 1.4 billion yuan. In fact, as early as January 2022, Poly Property Investment Holdings Poly Environmental Services (Guangdong) Limited (referred to as Poly Environmental) was incorporated, with the goal of creating a domestic head of the provision of integrated solutions for the sanitation industry.
The eye of the sky shows that the Poly environment in April has won the first single, won the bidding of Gansu Huining County sanitation garden market-oriented operation project. August 1, Damao United Banner sanitation integration project announced the opening of the results of the bidding, the turnover of about 135 million yuan, the turnover of the supplier is also the Poly environment. So far, the Poly system enterprises this year has won the bidding of all kinds of sanitation and urban services projects nearly 20, including 4 billion yuan, the winning project annualized total amount of 342 million yuan, the total contract amounted to more than 2.7 billion yuan.
Beijing Guiyuan service, elegant life service earlier through mergers and acquisitions layout sanitation track, this year, also has made a lot of money. For example, BGPS's Manguo Kangjie won the bidding for Puding County's urban and rural sanitation integration project with 149 million yuan in April; Yalife's Huifeng Qingxuan and AVIC Sanitation have won a number of sanitation projects this year in Fujian, Hubei, Guangdong, Hebei and other places.
Sanitation service itself is an important part of urban services, for large property companies, relying on their own industrial strengths layout of the sanitation market, both in the extension of the business, to seek new growth points, to a certain extent, is also to make up for the short board. Industry insiders said.
Then look at the state-owned enterprises. Controlling shareholder for the central enterprise China Supply and Marketing Group Limited supply and marketing environment, the main business for the urban and rural environmental integration services and environmental governance business, the company this year has won the bidding for Shandong Xiajin County 2022 sanitation integration services project, Tangshan City, Fenrun District, sanitation market-oriented franchise project and many other projects. State-owned China Water Environment Group, a wholly-owned subsidiary of the water environment, also won the bid this year in Inner Mongolia Baotou City, Kundulun District, urban and rural sanitation operations market-oriented projects.
In recent years, local environmental protection groups have been established, the formation of provincial and municipal environmental protection platform, with natural resources, capital and other advantages for the market may form a new regional monopoly and market segmentation. Some industry insiders told reporters.
Transformation to low-carbon and intelligent
How can sanitation companies enhance their strength and win in the market competition? And how to develop new growth points on the basis of the existing business? The reporter noted that borrowing new energy, as well as 5G, unmanned and other new technologies, to low-carbon and intelligent direction of transformation has become a new trend in the industry, the leading companies have quietly force.
China's urban sanitation service boundaries are showing horizontal and vertical three-dimensional extension trend, the overall pattern of the industry gradually from simple to intelligent, integrated, diversified, cross-border direction. For the future development trend, Yingfeng Environment said that the sanitation equipment industry is striding towards the direction of low-carbon, digital, intelligent, cloud-connected.
To low-carbon sanitation equipment, for example, Yingfeng environment mainstream equipment has all realized the electrification, and in this year, the launch of the 5.0E full range of new energy sanitation equipment, charging and storage of the full range of equipment, as well as the peak of the control platform and other sanitation new energy industry chain, new products. August 11, the company disclosed that it won the bid of 102 million yuan of new energy sanitation vehicle procurement projects. Fu Longma said earlier, the company is fully promoting the layout of new energy series products, investment in the construction of sanitation vehicles and sanitation equipment expansion of the second phase of the project, increase the new energy sanitation equipment research and development efforts. Power travel environment also said that the company's research projects include new energy sanitation equipment, is currently developing 18 tons of pure electric new energy sweeper.
New Anjie name change may be the epitome of the sanitation industry to the intelligent transformation. June, new Anjie will be the company's name by the new Anjie environmental sanitation company limited to change to the new Anjie intelligent environmental technology services company limited. The company said directly, the company's main direction will gradually from the traditional sanitation to the industry stakeholders to provide scientific and technological support, technical support, management and operation platform support change, that is, from the traditional sanitation to the transformation of intelligent environmental technology service platform.
As a leading sanitation Yingfeng environment is the innovative fusion of 5G + IOT, unmanned, Internet of Things, big data and a number of core technologies, developed a series of intelligent sanitation robots covering the whole industrial chain of cleaning, sweeping, cleaning and transportation. The company will continue to improve on the basis of the integration of artificial intelligence/5G+IOT+sanitation robot technology applications, and promote key **** basic technology research and breakthroughs. Yingfeng environment said.
In addition, sanitation companies, as the front-end link of solid waste disposal, is also extending to the back-end resource disposal field. Such as March, Qiaoyin shares and Nanchang High-tech Zone Management Committee cooperation, involved in the field of renewable resources recycling, exploring the construction of the Internet + renewable resources recycling + big data management + supply chain finance whole chain of market-oriented mode of operation. New Anjie also said it will focus on Xunjie intelligent sanitation system, increase investment in waste resource utilization, and accelerate the transformation to a technology-based enterprise.
In the context of building a beautiful countryside and integrating urban and rural sanitation, the rural sanitation market will continue to expand as the entire county pushes forward and global governance projects emerge. Sanitation enterprises are facing greater development opportunities.
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