In recent years, as the country’s awareness of ecological and environmental protection has continued to increase, my country’s environmental protection industry has grown stronger day by day. Benefiting from the substantial increase in my country’s urbanization process, my country’s solid waste output has grown rapidly. As an important driving force for protecting the ecological balance and realizing a circular economy, the solid waste treatment industry has gained momentum for accelerated development under the intensive support of relevant policies and the continued improvement of the domestic macroeconomic environment.
Favorable policies help the industry develop rapidly
In early March of this year, the National Development and Reform Commission and other ten departments jointly issued the “Guiding Opinions on the Comprehensive Utilization of Bulk Solid Wastes during the 14th Five-Year Plan” (hereinafter referred to as the “Opinions”). The comprehensive utilization capacity of bulk solid wastes such as tailings (co-associated mines), smelting slag, industrial by-product gypsum, construction waste, and crop straws has been significantly improved. The scale of utilization has continued to expand, and the comprehensive utilization rate of newly added bulk solid waste has reached 60%. Bulk solid waste is reduced in an orderly manner.
According to public data, in 2019, 196 large and medium-sized cities produced 1.38 billion tons of general industrial solid waste, 850 million tons of comprehensive utilization, 310 million tons of disposal, 360 million tons of storage, and 42 thousand tons of dumping and disposal. . The comprehensive utilization of general industrial solid waste accounts for 55.9% of the total utilization, disposal and storage, and comprehensive utilization is still the main way to deal with general industrial solid waste. The opinions emphasize that during the “14th Five-Year Plan” period, the level of comprehensive utilization of bulk solid waste will be continuously improved, the industrial system for comprehensive utilization will be improved, and a technological innovation system for comprehensive utilization of bulk solid waste will be gradually established.
While the state has formulated the “14th Five-Year Plan” development goal in the field of industrial solid waste, it still attaches great importance to the classification and treatment of domestic waste in the municipal sector. Recently, the National Development and Reform Commission and the Ministry of Housing and Urban-Rural Development jointly issued the “Fourteenth Five-Year Plan for the Development of Urban Domestic Waste Classification and Treatment Facilities”, focusing on improving the quality of the urban ecological environment and promoting the reduction, resource utilization, and recycling of domestic waste. Make harmless as the focal point, and speed up the establishment of waste sorting, sorting collection, sorting transportation, and sorting disposal systems.
The plan requires that by the end of 2025, the utilization rate of the national urban domestic waste resource utilization will reach about 60%; the national urban domestic waste incineration capacity will reach about 800,000 tons/day, and the urban domestic waste incineration capacity will account for about 65%; the national domestic waste The classified collection and transportation capacity reaches about 700,000 tons per day, which basically meets the requirements of classified collection, classified transfer, and classified treatment of municipal domestic waste at prefecture-level and above.
In addition, the “14th Five-Year Plan” clearly stated that it will further promote the circular transformation of the park, complement and extend the industrial chain, and promote the cascade utilization of energy resources, the recycling of waste, and the centralized disposal of pollutants. Strengthen the comprehensive utilization of bulk solid waste and improve the recycling and sorting system of urban waste.
Since entering the “14th Five-Year Plan”, favorable new policies in the solid waste field have been introduced, and the solid waste market will undoubtedly usher in a new beginning. The huge market scale and attractive development potential have brought new opportunities and imagination for solid waste enterprises. .
Market expansion accelerates industry “gold rush”
Currently, my country’s solid waste treatment industry has formed a relatively mature industrial chain. The upstream industry is the manufacture of solid waste treatment equipment, mainly solid waste incineration equipment, exhaust gas purification treatment equipment, dust removal equipment, and kitchen waste treatment equipment. The midstream industry can be divided into solid waste treatment engineering companies and solid waste treatment operation companies according to the company’s main business categories. The downstream industry is a solid waste disposal derivative industry, which is mainly divided into solid waste landfill, solid waste incineration and resource regeneration.
In terms of segmentation, the sanitation industry is at the forefront of the waste treatment industry chain. With the rapid promotion of waste classification in the country in the past two years, the market for sanitation services and sanitation equipment has developed “speeding up”, and marketization has continued to deepen. Cleaning, property, and sanitation The competition among such enterprises is fierce. The “14th Five-Year Plan” period may usher in a period of market integration, and market concentration will further increase.
Although the waste incineration market is not as fast as the end of the 13th Five-Year Plan period, the growth rate will slow down under the influence of various factors. During the “13th Five-Year Plan” period, a total of 254 domestic waste incineration plants will be built nationwide, with a total of more than 500 waste incineration plants in operation. The incineration facility has a processing capacity of 580,000 tons/day, which is 800,000 tons/day from 2025. There is still room for growth in demand.
The food waste market has gradually matured, policies have been promoted steadily, and the market has continued to release. During the “14th Five-Year Plan” period, the total market space is expected to reach 230 billion yuan. The construction of waste treatment facilities in pilot cities is basically saturated, and the market is gradually shifting to non-pilot cities. According to analysis by industry insiders, considering the level of implementation and advancement of the garbage classification policy, it is estimated that 33 billion yuan will be released.
The construction waste treatment pilot work has entered a comprehensive promotion stage. The state encourages green building materials and the utilization rate of construction waste will be further improved. The industry predicts that during the 14th Five-Year Plan period, the annual construction waste generation will reach 3.5 billion tons. The overall market The space is 400 billion yuan, and the stock space reaches 80 billion yuan, which is expected to release 16 billion yuan each year.
According to industry insiders, promoting the comprehensive utilization of bulk solid waste is of great significance to reducing the intensity of resource consumption and “reducing pollution and carbon”. It is an important starting point for leading the green development of the “14th Five-Year” resource comprehensive utilization industry. The zero growth of industrial solid waste storage and disposal puts forward higher requirements for comprehensive utilization technology, and building materials or filling utilization is still the main resource.
In terms of hazardous waste disposal, the national hazardous waste management continued to increase, and the market gradually returned to rationality. my country’s hazardous waste recycling capacity will reach 50.587 million tons in 2025, and the relevant market space is expected to exceed 500 billion yuan. However, the regional production capacity mismatch is still the phenomenon, and the optimization of hazardous waste disposal capacity will be the development focus of the “14th Five-Year Plan” in the hazardous waste treatment segment.
On the whole, in the next five years, the development prospects of my country’s solid waste treatment industry are very impressive.
“Survival of the fittest” promotes the healthy development of the industry
The broad market development space is bound to attract solid waste disposal companies to march forward. In order to avoid the phenomenon of “bad money driving out good money”, a more complete regulatory system and more advanced disposal technology are needed, and technical barriers accelerate the industry’s “survival of the fittest”.
Take the subdivision of hazardous waste disposal as an example. The hazardous waste disposal industry is fragmented, and small disposal companies are the main force in the market. However, due to the wide variety of hazardous wastes, various types of hazardous waste treatment and disposal technologies are not the same, and the technical threshold of the industry is relatively high. Small disposal companies are facing difficulties such as technological upgrading, and are in a dilemma of elimination or acquisition.
With the improvement and strengthening of the supervision system of the solid waste treatment industry, more and more enterprises have poured in. According to the company’s data, in 2015, the number of registrations of solid waste-related companies was only more than 2,500. In 2019, the number of registrations increased to 13,462. In the first half of 2020, there were 9800 new registrations of solid waste-related companies.
Under the strong national supervision, the solid waste treatment field will inevitably present a healthy competition situation of “a hundred flowers blooming” in the future. At the Shanghai World Environment Conference that opens on June 2, 2021, attendees will preview the “condensed version” in advance. The solid waste treatment industry is “striving for wonders and beauty”, including Pivot, Jieying, Kinder, Osdun, Lianghui, Yimin, Zehua, Xinggan, Yimiante, Celebrity Group, Mingjia Environmental Protection, Shanghai Munch, etc. All solid waste disposal companies made their debut.
The World Environment Expo covers two themes of environmental pollution control and ecological comfort. It advocates a healthy, comfortable and low-carbon energy-saving concept of a green lifestyle. It is a pioneer in environmental protection and ecological comfort system exhibitions. While presenting the upstream and downstream of the eco-environmental protection industry chain, the World Environmental Conference also links various application fields such as municipal administration, industry, people’s livelihood and agriculture, and builds a platform for multi-angle display of the green technology cycle system, and invites many environmental protection companies and industry professionals to participate in the exhibition. .
Post time: Jul-16-2021