In September, ten ministries such as the Ministry of environmental protection and the six provincial governments such as Hebei issued the first plan for tackling the problem of air pollution control in the 2017-2018 years in autumn and winter, which is specially formulated for autumn and winter. At the same time, many cities have also held meetings to set up more stringent measures for harnessing fog and haze.
The Ministry also carry out crucial action on September 15th inspections, for a period of 4 months to 8 times, will be dispatched 2480 passengers, but also to take supervision, tasks, inspections, interviews, special inspectors for the integrated environmental protection inspector "combination of boxing".
And this will change the ecology of an industry - industrial environmental protection. Since September, the industry research and report issued by a number of securities firms show that the industry is looking forward to the development of the industry. The industry also believes that the industrial environmental protection market will be the next tuyere.
The question is, how large is the size of the industry?
The most optimistic brokers have predicted that the scale of the industrial environmental protection market will reach nearly trillions. In the field of industrial atmosphere, the market space of Guangda securities is over 500 billion yuan. In response, Xue Tao, executive director of E20 Environment Research Institute, told the twenty-first Century economic report that the monitoring and management provided by environmental protection enterprises is only part of the industrial environmental protection market, and the process cleanliness of industrial enterprises has nothing to do with environmental protection enterprises. In the trillions of dollars of market space, the environment for environmental protection enterprises can occupy about hundreds of billions of yuan.
Industrial enterprises supplement the "environmental protection course"
Many brokerage analysts believe that with the gradual increase of environmental pressure, many industrial enterprises need to "make up for their lessons".
This is also a long-term environmental problem in China. In twenty-first Century, economic report reporters found that in 2000 -2015, China's environmental governance investment broke out rapidly, but the investment in industrial pollution control was weak. In 2015, it accounted for less than 10%, far less than municipal environmental protection.
Since 2015, the central environmental supervision and a variety of special supervision have been started, with the reform of the vertical management system and mechanism of environmental protection institutions. The "high pressure" of environmental protection is transferred from top to bottom, and many enterprises are also facing environmental improvement.
In August of this year, the fourth batch of central environmental inspectors began to involve in Jilin, Zhejiang, Shandong, Hainan, Sichuan, Tibet, Qinghai and Xinjiang to achieve the full coverage of the central environmental inspectors. In the feedback of the inspector group, steel, coal, colored and other industrial enterprises were frequently named.
On the one hand, it is the power of environmental supervision, on the other hand, the state is also improving the environmental protection standards of enterprises.
For example, in June this year, the Ministry of Environmental Protection released "iron and steel sintering and pelletizing industry air pollutant emission standards" 20 national pollutant emission standards amendments to the draft, will increase steel of the sintering process standards for particulate matter 20mg/m3, sulfur dioxide, nitrogen oxides 50mg/m3 100mg/m3, enhance the rate exceeded market expectations.
It is the impact of a variety of policies "combination boxing", which makes it possible to predict the inflection point of industrial pollution control. On the whole, they believe that the main reasons include strict supervision of environmental protection, upgrading of emission standards, improvement of profitability of upstream enterprises and promotion of the third party governance mode.
"Environmental protection regulation high pressure normalization, plus pollutant emission standards will be improved, more and more enterprises will actively seek environmental protection facilities upgrading and upgrading." Some analysts point out.
As a demand side of the industrial environmental protection market, the profitability of high pollution industries, such as iron and steel, nonferrous metals and petrochemical industry, has also made them able to increase their investment in environmental protection.
According to the statistics of National Bureau of statistics, the total profit of coal mining and washing industry increased by 13.7 times in the 1-7 months of this year. The ferrous metal smelting and calender processing industry increased by 1 times, and the total profit of non-ferrous metal smelting and rolling processing industry increased by 45.6%.
In addition, the Ministry of environmental protection will vigorously promote the third party governance model and other marketing means, and will also effectively release the environmental protection needs of industrial enterprises.
"Under the pressure of environmental inspectors, industrial enterprises have launched environmental protection facilities, almost to the point of beggars. It turns out that the environmental protection rate of industrial enterprises is very low, and this kind of market release is equivalent to making up a lesson. Xue Tao believes that the release of the industrial environmental market seems to be relatively short - term. He predicted that a year later, the industrial environmental protection market will enter a stable period, and then the demand for operation and maintenance, technology renewal and other requirements.
At the same time, Xue Tao reminded that it is difficult to promote third party governance in the field of industrial and environmental protection. Compared with the municipal environmental protection, the market behavior of the purchasers of the industrial enterprises will be scattered and rational, and it is difficult to promote the large-scale promotion. Moreover, the responsibility attribution of the third party governance has not yet been cleared up.
However, Liu Zhengjun, chairman of Yongqing Environmental Protection Bureau, told reporters in an economic report twenty-first Century, the company has long been involved in the field of industrial air governance, and has also done third party governance. "For the responsibility attribution, both sides in the contract to clear the limits of the responsibility, all in accordance with the contract is not a problem."
The Ministry of environmental protection recently published "on the implementation of environmental pollution control third party Opinion" also clearly defines the responsibility for pollution control, points out that polluters bear the pollution control responsibility, third party governance units entrusted by the relevant laws and regulations and standards and sewage units to undertake pollution governance responsibilities stipulated in the corresponding legal liability and contract.
Non electric industry governance is the key point
In twenty-first Century, the economic reporter learned that the most important concern in the industrial environmental protection market is the industrial atmosphere governance.
In the past years of industrial pollution control, the waste gas project is also the most investment. In 77 billion 370 million of the investment in 2015, the control waste gas was 52 billion 180 million yuan, accounting for 67.4%.
According to China Everbright Securities estimates, including power industry ultra low emissions transformation, non electric field flue gas treatment, VOCs (volatile organic compounds) and unorganized emissions, etc., the market space will exceed 500 billion yuan.
On the afternoon of September 19th at the "Chinese clean coal development and environmental impact release seminar", the Ministry of environmental protection environmental management Secretary Liu Bingjiang introduced, as of the end of 6, ultra low emission coal-fired power plants in China has completed the transformation of 570 million kilowatts, accounting for 60% of the total installed capacity of coal. Among them, the Beijing, Tianjin and Hebei region has been fully completed, and the eastern region has been basically completed.
However, electricity is not the focus of atmospheric governance. Liu Bingjiang said that the non electric industry, such as steel, cement, flat glass, electrolytic aluminum and so on, is the focus of air pollution control at present. There is still a big gap between the base and management ability of pollution control in the non electricity industry. Compared with the electric power industry, the emissions of sulfur dioxide, nitrogen oxides and smoke and dust account for over 3/4 of the whole country.
In the desulfurization stock as an example, the beginning of the September China Environmental Protection Industry Association released the "report" in 2016 the development of desulfurization and denitration industry shows that in 2016 the steel industry desulfurization denitration facilities installation rate of more than 90%, but the market confusion, simple imitation, low quality, vicious competition phenomenon; anticorrosion and thermal insulation, by-products processing etc. the missing link; the running effect of facilities is not good, the lack of effective operation and maintenance equipment, high failure rate, low operation rate.
In 2016, the installation rate of the denitration plant in cement industry was over 85%, but the emission standard is loose. SNCR technology is widely applied in the cement industry, but the efficiency of denitration is not high, and there is a hidden danger of ammonia escaping.
Zhang Genhua, President of Qingdao environment, told reporters in twenty-first Century economic report that compared with electric power, the composition of pollutants in non electric enterprises is different, the technology has changed, but it is interlinked with the power sector. From the market perspective, the non electric field is more dispersed, the scale of enterprises is small, the cost pressure is high, the regulation is rather difficult, and there is a certain gap between the industry norms. These are all unfavorable factors that hinder the development of the market.
However, he believes that the state is now advocating the third party governance model is a good means, the government supervision of the third party will be easier.
Liu Bingjiang said that the emissions of volatile organic compounds in the non electricity sector have not been effectively controlled. The main sources are petrochemical, chemical, industrial coatings, packaging and printing industries.
The Ministry of environmental protection, development and Reform Commission and other 6 departments recently issued the "13th Five-Year" VOC pollution prevention work plan "requirements, by 2020, establish a sound management system of pollution prevention and control of VOCs to improve the air quality of the environment as the core of the implementation of emission reduction of VOCs pollution in key areas, key industries, the total emissions decreased by more than 10%. The key promotion industry includes petrochemical, chemical, packaging and printing, industrial painting and so on.
Xue Tao said, including monitoring and management, E20 platform forecast "13th Five-Year" period, VOCs industry scale will reach 140 billion yuan.
