Environmental Water Treatment Increases Demand for Instrumentation Industry

At present, for the control requirements of the water treatment industry, the performance characteristics of the PLC controller are most suitable for this industry. Therefore, it has also been used in a large number of applications in the water treatment distributed control system. Taking the water control as an example, it is in water. The functions of water intake, dosing, filtration, and water supply monitoring and control required by the plant are very common and play a dominant role. From the perspective of the management of the entire group of companies, SCADA systems are often used for macroscopic command, scheduling, and management, so as to achieve the effects and requirements of “centralized command and decentralized control”. Correspondingly, a large number of human-machine interfaces, display instruments, etc. will also have relatively large demands.

In terms of water quality monitoring, water status measurement, etc., a large number of instruments and meters are needed. These instruments and meters used in the water treatment industry are mainly classified into process instruments and analytical instruments. Process instruments include temperature and pressure transmitters, liquid level instruments, flow meters, valves, actuators, etc. The types of instruments are very numerous and detailed, and must be used in conjunction with the corresponding treatment process based on the actual water quality and type of the treated water source. For different types of wastewater such as industrial wastewater, biological wastewater, etc., the treatment process may vary greatly.

Due to the widespread use of distributed control systems for hierarchical control and management, there are also high requirements for the industrial communication methods on which they rely. In recent years, from the more popular fieldbuses to the relatively newer industrial Ethernets, they have been applied in large scale, and the effects have been improved. It is worth mentioning that, in order to meet the application of remote monitoring and other special occasions, wireless communication technology has also been involved in the water treatment industry, and has achieved good results. This is undoubtedly an excellent choice for wired communication. supplement.

In the implementation of the link, the application of the inverter is also more and more common. When the frequency converter is applied to the blower and the pump load, it has multiple advantages. Compared to the adjustment method of the valve and the baffle, the frequency conversion speed regulation can make the speed regulation object run under the energy saving state, and realize substantial cost savings from the principle; at the same time, The use of frequency converters also reduces mechanical losses, reduces the impact of the actuator, and also protects the power grid.

China's water industry is still in its growth stage. Although the government has established the strategic goal of water marketization, it does not systematically study the path of water market reform, and the marketization policy system of urban water is not perfect. In view of the differences in local conditions, cost monitoring Accounting and adjustment of the time and intensity of water price have certain uncertainty, resulting in long-term investment characteristics of water investment is facing greater policy risks, while the competition for various types of capital makes the current water market competition intensified.

In addition, the market concentration is low, lacking industry leaders, and the characteristics of regional monopoly are obvious. According to industry attractiveness and technological relevance, the vertical extension of the industrial chain, and the integration of water services have become the main direction of development. Operational management capabilities, capital operation capabilities, market development capabilities, technology application and development capabilities, and risk control capabilities have become critical success factors for water industry companies. Seeking a balance between market share and investment income is the focus of attention in the growth of China's water companies at this stage.

In the context of the previous international financial crisis, China adopted a policy of expanding domestic demand, promoting economic growth, and placing environmental protection in a prominent strategic position. In the new central government investment of 100 billion yuan in the fourth quarter of 2008, the funds invested in energy conservation, emission reduction, and ecological construction reached 12 billion yuan. The investment for water pollution prevention and control projects in key river basins, and the funds used for urban sewage and garbage treatment facilities and sewage pipe network construction speed up to 6 billion yuan, the former investment is 1 billion yuan, and the latter is 5 billion yuan. It can be said that the sewage treatment industry has ushered in unprecedented opportunities for development.

Whether it is from the perspective of industry development or growth trends, the value of water treatment can be compared with concepts such as wind power. The “environmental high-tech” banner seems to make people more willing to believe that water treatment concept stocks deserve higher P/E ratios. Under the optimistic expectation that the city's water supply growth is gradually stable and water prices are raised, there will not be much fluctuations in the sustainability and stability of the water company's operating and profitability. Therefore, water giants at home and abroad have rushed around in recent years.

At present, China's water development has shifted from the big city project to the competition of small and medium-sized cities, from the competition between domestic companies and domestic companies, to domestic and domestic companies, domestic companies and foreign companies, foreign companies and foreign companies. Especially in recent years, the participation of international water giants has escalated the competition in the industry.

Since the state allowed foreign capital to enter the water industry in 2002, foreign water utilities that are optimistic about the future prospects of China's water supplies have made frequent attempts in the staking and enclosure of our country by relying on the “investment-driven operation” model. In recent years, Veolia Water has received 45% of the net assets of Lanzhou Water Supply Group for RMB 1.71 billion, 49% of Haikou Water Group with RMB 953 million, and only 7 for the purchase price of RMB 2.18 billion. The company has 49% of the state-owned equity of Tianjin City North Water Co., Ltd.; Sino-French Water has won the bid for Yangzhou project of 895 million yuan in 2007. In 2009, it also harvested the Tianjin Mustard Project.

In addition, listed companies in the domestic water industry have also stepped up their integration. It was rumored recently that Wuhan Holdings is expected to be injected into the local distribution network assets, and the stock price has been rising. Then, yesterday Hongcheng Water Industry announced that it intends to issue additional water treatment assets under the acquisition of major shareholders. After the acquisition, the listed company will have a complete water treatment industry chain, which will help improve its competitiveness.