Strong market demand for environmental protection equipment

China's environmental problems have reached a moment of urgency. Speeding up the management of environmental pollution and strengthening environmental supervision cannot be merely superficial. As an integral part of environmental pollution management, the development of the instrument industry and its role in it once again focused on the industry's attention.

Policy aids the development of environmental protection instruments

The Party Central Committee and the State Council have always attached great importance to the issue of environmental pollution control. The State Council Standing Committee discussed several times, and many ministries and commissions jointly issued a number of documents to launch a series of governance measures. The 12th Five-Year Plan and the communique of the Third Plenary Session of the 18th CPC Central Committee have repeatedly expounded the policies and implementation of environmental protection. Unprecedented environmental protection has been promoted to the national strategic level. On February 12, the State Council’s executive meeting decided to set up a special fund for the central government to arrange for 10 billion yuan to “substitute for awards” for air pollution control in key regions. Relevant departments are also working on the “leader” standards for energy efficiency and emission intensity in key industries, and will incentivize companies that meet the standards. The relevant measures of the Central Government have been issued and heavy blows have been made, demonstrating their determination and confidence in curbing atmospheric pollution and effectively solving the problem of the living environment of the people. In the whole country, smog control is taken as an “opportunity”, and China's environmental protection industry is entering the main battlefield and the big stage of stimulating economic growth and promoting transformation and upgrading.

With the strong support of policies, the effective implementation of pollution control has become an important implementation link. The ability of the environmental protection industry to contribute to future economic development is not in doubt. Industry insiders predict that only the implementation of the “Air Pollution Prevention Action Plan” can drive GDP growth of 2.39 trillion yuan, including the environmental protection industry’s output value related to air pollution control. Increased by more than 1 trillion yuan. Meng Wei, academician of the Chinese Academy of Engineering, said that it is timely to discover the vast environmental protection market behind the “PM2.5 problem”. He said that by 2015, the total output value of China's environmental protection industry will reach 4.5 trillion yuan, which will become a new pillar industry for the national economy. At the same time, energy substitution projects, such as coal-to-electricity, and project construction around natural gas development and transportation, will create more opportunities in the entire industry chain and open up wider markets.

Air pollution is just a microcosm of environmental pollution problems. The era of sacrificing the environment in exchange for economic growth has passed. Faced with the demand for healthy economic growth, environmental friendly and healthy sustainable development is the trend of the times. Accelerating the development of the environmental protection industry will benefit both the current and long-term benefits. It will not only be conducive to the treatment of environmental pollution and improve the ecological environment, but also be conducive to stimulating effective investment, drive the growth of emerging industries, be conducive to changing the way, adjusting the structure, and promoting the sustainable development of the economy and society. A huge boost. Paying attention to environmental protection issues will effectively accelerate the acceleration of the environmental protection industry. In the future, only by linking economic development with green GDP, economic growth data will not be at the cost of natural capital losses and ecological deficits, and the future economic and social development will be sustainable and healthy.

China's environmental protection equipment market demand

During the 12th Five-Year Plan period, the Ministry of Environmental Protection will implement eight key projects such as sulfur dioxide management and nitrogen oxides management, with a total investment of approximately RMB350 billion. For example, the newly issued "Air Pollutant Discharge Standard for Thermal Power Plants" has greatly improved the dust removal and desulfurization standards. According to a rough estimate, 70%-80% of dust removal equipment and desulfurization equipment need to be reconstructed, and over the next two and a half years will usher in a denitrification market of more than 80 billion yuan. It is expected that the market capacity for desulfurization construction during the 12th five-year plan will exceed 50 billion yuan, and the operating market will reach 32.8 billion yuan by 2015, with a compound annual growth rate of more than 50%.

Water management: The entire water treatment industry chain benefits from China's 12th Five-Year Water Management and promotion of water prices. The lack of water and water, and the uneven distribution of water resources in space and time are inherent disadvantages. Water pollution and deterioration of water ecology are blamed on the extensive growth and control of the water. Without affecting the supply of water resources, controlling pollution, protecting and maximizing the use of available resources are the main ways to ensure water supply security. During the 12th Five-Year Plan period, China's investment in water treatment industry will reach 800 billion, which is 113% higher than during the 11th Five-Year Plan period.

Soil management: The General Office of the State Council has issued the “Later Soil Environmental Protection and Comprehensive Management Work Arrangements” recently. It is proposed that by 2015, China will fully understand the status of the soil environment in China, initially curb the rising trend of soil pollution, and strive to complete the national soil environment protection by 2020. The system has significantly improved the quality of the country’s soil environment. Some lectures pointed out that at present, the cost of land restoration in some areas has reached billions or even tens of billions. Considering that there are real estate development needs in densely populated large cities, once the market is officially launched, the market space for future soil restoration is expected. Should be more than 100 billion yuan.

Environmental supervision is becoming increasingly strict

The “Regulatory Measures” clearly requires that coal-fired power generation enterprises should install and operate the CES continuous emission monitoring system in accordance with the relevant national regulations, and at the same time, determine on the basis of a comprehensive test of the flow rate and pollutant concentration distribution of flue gas by themselves or a qualified organization. The most representative point is to carry out daily inspection and maintenance of all CEMS monitoring instruments and ensure their normal operation.

At the same time, the “Supervisory Measures” put forward higher requirements for the construction of environmental monitoring capabilities. For pollution discharges exceeding the limit of 1 time or more, a fine of 5 times the environmental protection electricity price at the time of the over-limit period is imposed and the environmental monitoring of the power plant is performed. Increased stricter constraints.

We believe that environmental governance, monitoring first. The introduction of the "Supervisory Measures" will surely bring a new round of procurement and replacement of environmental protection monitoring equipment, increase the determination of desulfurization and denitrification environmental monitoring equipment market, and ensure that the market for desulfurization and denitrification environmental monitoring equipment can still be released steadily in the next two years. .

From the micro level, we concluded in the recent survey that local governments have increasingly attached importance to environmental governance. Some localities have included environmental protection indicators in their performance assessments, prompting local officials to shift from slogans in the situation to actual actions. In the year, the market for monitoring equipment for desulfurization and denitrification is still at its peak. It can be predicted that the performance of environmental monitoring companies will increase significantly this year.