This report comes from Environmental Protection Online: The solid waste disposal market in 2020 is a little different from previous years.
The potential of the trillion dollar solid waste disposal market is also being reviewed and evaluated. The solid waste disposal industry, which has a deeper market dimension than water and air pollution treatment, is in a golden period of development, and market attention continues to move upward. In accordance with a series of top-level design requirements, the overall direction of the industry will continue to focus on the "three" principles of solid waste management, namely reduction, resourcefulness and harmlessness. It is expected that the entire news topic">solid waste industry chain (including sanitation, renewable resources, waste incineration, etc.) will remain high boom in the next few years, and the whole industry chain of solid waste disposal model or will be more recognized or respected.
In the long run, the implementation of the new "Solid Waste Law" will broaden the scope of solid waste management, which raises the cost of environmental violations, thereby enhancing the demand for enterprises to configure solid waste-related environmental protection equipment, bringing more opportunities for specialized environmental protection companies. According to public information, the size of the solid waste market will increase from less than 10% of total environmental investment to about 25% of the "13th Five-Year Plan". Du Xiangwan, an academician of the Chinese Academy of Engineering, expects that by 2030, China's solid waste classification and resource utilization output value scale will reach 7 trillion - 8 trillion yuan.
Each segment will also usher in more investment demand. There are many segments in the solid waste treatment industry, mainly including industrial solid waste, municipal waste, kitchen waste, hazardous waste, recycling and so on. It is true that the back-end kitchen and food waste disposal capacity construction is being promoted around the world according to local conditions, which will bring an annual market space of 50 billion. Waste incineration power generation is gradually becoming the protagonist of solid waste treatment, the regional leader with strong comprehensive capacity will stand out in the new round of industry competition.
With the gradual saturation of domestic waste incineration projects in the eastern region, the future of waste incineration power generation projects will gradually shift to the central and western. Hazardous waste treatment segment is expected to become a new growth pole. Due to the huge production of hazardous waste, the actual treatment rate is low at 30%, and many types of hazardous waste, with qualification barriers, the short-term gap is difficult to quickly close. And is expected to form a number of replicable, replicable, replicable "waste-free city" pilot demonstration model in two years, will further give rise to trillion solid waste treatment market.
In the face of new opportunities, the active expansion of production capacity has become the norm for enterprises. During this period, the introduction of the new solid waste law brings opportunities for the industry at the same time, the three requirements for various solid waste disposal, solid waste disposal technology innovation capacity and information technology level requirements are also rising. At present, the solid waste industry has entered the stage of comprehensive environmental services as the core, and all players are actively looking for a rapid scale of development. Enterprise data show that so far there are 54,000 solid waste treatment-related enterprises in China. In the past six months alone, 0.98 million new registrations of related enterprises, an increase of 63.3% year-on-year.
The next step with the top-level design to further regulate the trend of market mechanisms to integrate will be more obvious. Due to the many sub-sectors in the field, there is a lot of space to dig and have a certain linkage, solid waste industry is particularly favored by the listed companies. Information shows that although China's current solid waste treatment business revenue accounted for more than 20% of the A-share listed companies about 20, but the overall market size is not large. At present, the policy continues to be positive, solid waste treatment leading enterprises will rely on years of precipitation of technology, industry, capital advantages, further integration of high-quality production capacity, ushering in development space.
The brokerage report believes that the model of relying on financing to support the expansion of engineering revenue has come to an end, and the development of the whole industry chain and specific areas to enhance specialized operational capabilities have become the new path of industry development. The strict classification of garbage is also expected to bring about changes in the pattern of garbage treatment technology routes, and the proportion of resource recovery type technology treatment routes will begin to increase. At present, there are high barriers in the industry, the competition pattern is currently more fragmented, mergers and acquisitions for the future theme of the industry.
In the context of accelerated market release, the geographical competition and market competition are becoming increasingly intense. The industry is also gradually integrated from a fragmented pattern, cross-regional comprehensive solid waste disposal services large enterprises will appear and gradually grow. Leading enterprises have obvious advantages, solid waste industry chain continues to expand; while some enterprises will face more challenges, or even be eliminated from the game.
