Chemical enterprises such as electroplating strengthen sewage treatment and upgrade environmental protection technology

At present, the eternal theme of environmental protection is becoming increasingly important. Only by implementing environmental protection can we have more confidence and better develop industries such as chemical engineering that can cause severe pollution. According to institutional analysis, the theme of environmental protection is entering a period of explosive growth, and listed companies with technological advantages will become the focus of capital hunting.

Industrial wastewater is the focus of treatment

In the draft for soliciting opinions on environmental taxes released on June 10th, it is explicitly stated that excessive or total emissions of pollutants should be subject to double environmental taxes. It is understood that these industrial enterprises that exceed the emission standards have put forward third-party emission reduction requirements, and most of these enterprises are concentrated in industrial parks. At this week's report on the development of the environmental protection industry, Wang Jialian, Secretary General of the Water Pollution Control Committee of the China Environmental Protection Association, stated that the ten water regulations that have been released also specifically put forward control requirements for the top ten heavily polluting industries, such as papermaking, printing and dyeing, and coal chemical industrial parks. At present, the vast majority of industrial park sewage treatment plants in China have not met the requirements, and there are many hidden problems behind it. Therefore, there are significant investment opportunities in the field of industrial wastewater treatment, especially in the area of industrial park wastewater treatment.

Among the listed companies on the A-share market, multiple enterprises are fully expanding their industrial wastewater treatment business. At the 14th China International Environmental Protection Exhibition held this week, Guozhen Environmental Protection staff told reporters that the company has won multiple industrial park sewage treatment projects, such as the BOT project in Huaibei Economic Development Zone and the TOT project for reclaimed water reuse in Changsha. Winning so many projects relies on the company's advanced technology. The KB type orifice plate fine grid decontamination machine is particularly suitable for MBR membrane treatment process and is a leader in domestic pretreatment equipment. In addition, the DS vertical umbrella type surface aerator is used for the biochemical treatment of urban sewage and various industrial wastewater. With this technology, the company won the bid for the DBO and supporting pipeline construction project of the Chaohu River Basin Township Sewage Treatment Plant in Hefei City.

In addition, Wanbangda also provides industrial water treatment systems for large-scale projects in downstream industries such as coal chemical, petrochemical, and power industries through efficient denitrification electrochemical oxidation water treatment methods and acrylic fiber chemical wastewater treatment methods.

With the popularization of cloud computing and big data, Focus Technology is also building a smart management system for watershed water environment that integrates intelligent devices, governance, and services, realizing the full process management of water environment monitoring, evaluation, and supervision. The company's clients not only involve heavy polluting industrial enterprises such as Shougang Group and Datang Group, but also participate in local government projects. In February of this year, Focus Technology announced that the company had signed a strategic cooperation framework agreement with the People's Government of Zhangqiu City, Shandong Province to build projects such as the "Smart Environment Cloud Data Center" and the "Smart Environment Emergency Command and Dispatch Platform", which will promote the development of the "Smart Environment" industry in Zhangqiu City.

Release of demand for air monitoring equipment and smoke control

In addition to sewage treatment, the increasingly serious problem of air pollution has also led to a growing demand for air monitoring equipment and flue gas treatment. It is reported that the "13th Five Year Plan" being formulated will quantify stricter emission standards and governance goals, such as continuing to implement total control on four conventional pollutants, and adding four new pollutants including industrial smoke and dust, VOCs, total nitrogen, and total phosphorus. It can be foreseen that under policies such as the 13th Five Year Plan, the New Environmental Protection Law, emissions trading, and environmental taxes, China's environmental monitoring will show a trend of stricter indicators and more diverse monitoring quality. At the same time, flue gas treatment will also develop to the level of multi index, multi-dimensional, and comprehensive treatment, and the intensity and scope of flue gas treatment will be improved.

At present, China's environmental monitoring equipment is still mainly imported in the field of high-tech monitoring, but the proportion of localization is constantly increasing. Among them, innovative models of equipment sales driven by operational services are constantly emerging. At the international environmental protection exhibition, it is reported that Focus Technology and Pioneer Environmental Protection have expanded from the original "environmental monitoring field" to the "environmental operation service field". The environmental IoT sensing system independently produced by Focus Technology has an international leading position. Through the information processing platform, it can perceive the air quality of a certain area in real time. At present, Focus Technology undertakes online monitoring of pollution emissions from about one-third of the country's waste gas and about one-quarter of its wastewater. The environmental protection staff at the exhibition showcased the company's leading product - the XHAQMS3000 air quality continuous monitoring system. The system is only the size of a small refrigerator, and with its advantages of small size, low cost, no need for supporting facilities, and strong mobility, it can be directly placed outdoors, such as in industrial parks, residential areas, or roadsides, to monitor air quality and avoid the trouble of building supporting facilities for factories.

However, it is worth noting that the overall decline in environmental monitoring product prices in 2014 led to a decrease in the industry's gross profit margin. Some environmental monitoring products, especially some low-end products, have entered the mature stage, and product homogenization is very serious. Enterprises can only occupy the market by low prices. On the other hand, it also reflects the existence of vicious competition at low prices in the industry.

In addition, the increasingly prominent environmental issues have also brought imaginative space to the field of smoke control. The reporter learned from the fresh environment staff that the company's independently developed single tower integrated desulfurization and dust removal deep purification technology is in a leading position in China. This technology can achieve a desulfurization efficiency of over 99% and a dust removal efficiency of over 90% simultaneously within an absorption tower. Due to its small footprint, low cost, low maintenance expenses, and low operating expenses, it has been applied in multiple large-scale power plant renovation projects such as Henan Mengjin Power Plant, Chongqing Shenhua, and Shaanxi Datang Power Plant. In the field of flue gas treatment, Longjing Environmental Protection has also won the bid for Baosteel's 400 square meter largest sintering machine project in China. Large enterprises such as Sinopec, PetroChina, and Datang Corporation are all customers of the company.

Development direction of solid waste resource utilization

In the draft for soliciting opinions on environmental taxes, solid waste is also included in the scope of taxation. With the rapid development of our country's economy, the pace of urbanization continues to accelerate, and people's living standards continue to improve. The production of solid waste, especially urban household waste, continues to increase, causing increasingly serious pollution to the environment. In the new era of sustainable development, the development, application, and industrialization of waste resource utilization technology will have a broad prospect, and research on waste resource utilization has become another investment hotspot after wastewater and exhaust gas treatment.

China Merchants Securities stated that based on international development experience, waste resource utilization technology is the future direction. From the perspective of the treatment of urban household waste during the 12th Five Year Plan period in China, the country is currently in the development stage of increasing the proportion of waste incineration and the centralized construction stage of facilities. Based on the current construction of waste incineration power generation projects, the first and second phases of the vein industry park project can be established in the future. In the future, garbage disposal methods will become more diversified, and the next step will be to improve resource recycling.

From the perspective of solid waste classification, China currently has a relatively high proportion of industrial solid waste, hazardous waste, electronic waste and other resource utilization technologies, and the technology is also relatively mature. Enterprises such as Dongjiang Environmental Protection, Greenmei, and Qinling Cement all have corresponding recycling technologies for renewable resources. Dongjiang environmental protection staff introduced at the environmental protection exhibition that the company has mastered leading domestic waste treatment technologies, such as PCB waste liquid (water) comprehensive treatment and utilization technology, rotary kiln waste incineration technology, electroplating sludge comprehensive utilization industrialization technology, etc. With advanced plasma furnace incineration technology, the incineration flue gas meets the standard and there is no dioxin emission.

Compared to the resource utilization of industrial solid waste, the treatment of household waste is not as simple. At present, the proportion of domestic waste resource utilization technology in China is still very small. But Weili and Shenwu Environmental Protection have achieved remarkable results in the field of household waste treatment with advanced technology.

Weili has introduced and innovated MYT technology, using a combination of mechanical pretreatment, leaching, anaerobic digestion, biological drying, and post sorting processes to divide household waste into four parts: recyclables, organic slurries, high calorific value materials, and inert landfill materials. Resource materials such as plastics, metals, biogas, and high calorific value materials are reused, effectively achieving harmless, reduced, and resourceful treatment of household waste. The waste pyrolysis technology of Shenwu Environmental Protection is currently the most likely technological direction in the market to achieve waste resource utilization. This technology adopts the heat carrier free regenerative radiation tube rotating bed independently developed by Shenwu Group to pyrolyze garbage into energy sources such as tar and gas.