Under the county burning overwhelming county burning market will meet the construction peak!
In the past decade, China's environmental infrastructure has made great strides. This wave of construction of environmental protection facilities has also made a lot of money for environmental protection companies. According to "China's Urban Construction in 2021" released by the Ministry of Housing and Urban-Rural Development last year, by the end of 2021, China's urban sewage treatment rate was 97.89%; The harmless treatment rate of household garbage is 99.88%, and the treatment rate of sewage and garbage is close to 100%. Urban environmental infrastructure construction has almost reached saturation.
However, as China's environmental infrastructure becomes increasingly saturated, this traditional growth mode is no longer sustainable, and the environmental industry needs to find new growth points in the future.
Recently, the national policy intensive release, for the next stage of solid waste industry key areas, extension direction to give clear guidance.
In May 2022, the state issues "the opinion on promoting urbanization construction with county seat as an important carrier", this is our country aims at urbanization construction of county seat as the central level important policy file. Urbanization requires promoting environmental infrastructure construction; The construction of environmental infrastructure will produce a huge demand for environmental protection construction.
In response, Gansu, Qinghai, Shaanxi, Jiangsu, Shandong and other provinces have introduced corresponding policies and made clear their implementation paths. Other provinces and cities across the country are also following suit. Taking Shandong as an example, in terms of improving the quality of urban and rural living environment, the development goal has been defined: to improve the solid waste collection and treatment capacity. By 2025, the classification coverage rate of household waste will increase from 45% in 2021 to 70%. The harmless disposal rate of sludge reached more than 90%, and all black and smelly water bodies were cleaned up.
In July 2022, the Ministry of Housing and Urban-Rural Development and the China Development Bank issued the Notice on Promoting Development Finance to Support the Construction of county-level domestic waste and sewage treatment facilities. The Notice proposes to support the construction and operation of county-level domestic waste collection, transport and treatment facilities, mainly including the sorting and centralized collection facilities of domestic waste in county towns, townships and administrative villages. County and township household waste transfer stations; All kinds of household waste transport vehicles; Facilities for incineration and treatment of household refuse in county towns and facilities for miniaturized, decentralized and harmless treatment in towns and townships; Recycling points, stations or county-level recycling centers of renewable resources; County household waste collection, transportation and disposal system operation supervision information platform.
At the end of 2022 and the beginning of 2023, the state successively issued the Guidelines on Strengthening the Construction of county-level solid Waste Incineration and Treatment Facilities and the Implementation Plan on Accelerating the Improvement of the weak Points in the construction of county-level solid Waste incineration and Treatment Facilities, specifying that by 2025, the "waste free city" construction areas and other county-level areas where conditions are met should be established. Facilities for incineration and treatment of household waste should be fully built, and the process of sending waste incineration to rural areas should be further promoted.
Data show that by the end of 2021, the number of county towns is 1,482, the volume of household waste removal is 67,913,500 tons, there are 257 incinerators, according to one county one plant (small incineration facilities), there are 1,225 county towns without waste incineration plants (small incineration facilities), the market gap is large.
Although there are still all kinds of problems in small incineration treatment facilities (flue gas treatment is substandard, unstable operation, and imperfect standard system), with the gradual improvement of the policy supervision system and the upgrading of small incineration equipment technology, the pilot project is becoming more and more mature, and under the guidance of the original waste "zero landfill", the county waste incineration treatment facilities began to experience a new construction surge.
County solid waste treatment is not only an inevitable requirement for realizing the 2035 vision, but also a fundamental requirement for ecological civilization. Improving the overall ecological and environmental quality through county solid waste treatment is an important part of common prosperity. As the market demand for "waste-free cities" sinks to county-level regions, leading enterprises and technology-oriented companies with the advantages of the whole industrial chain will be the first to benefit.
Source: https://mp.weixin.qq.com/s/ETvcrJ8sOQ3esq4fKPp6xg