New third Board sewage treatment industry special report: rapid growth of enterprises with healthy profits

     The per capita water resources in our country are scarce, the water quality is not optimistic, and the water environment needs to be improved.

     China is short of water resources and there are regional supply and demand contradictions, according to statistics, China's water resources in 2013 ranked fifth in the world, while per capita water resources ranked only 102, in a state of relative water shortage. At the same time, water resource distribution in our country is very uneven. The water consumption of the South 4 is close to that of the North 6, but in terms of total water resources, the North 6 is less than a quarter of the South 4. The water quality of rivers and lakes in China is not optimistic, in 2014,Ⅳ~ inferior V rivers and lakes accounted for 27.2% and 67.8% of all rivers and lakes, respectively, and water pollution incidents occurred frequently. China's water environment needs urgent improvement.

     Current situation of sewage discharge in China: urban domestic sewage is the main source of discharge, and industrial wastewater discharge shows a downward trend.

      In 2014, China's urban domestic sewage discharge was 51.03 billion tons, an increase of 5.19%, accounting for 71.25% of the total annual sewage discharge, with the continuous development of China's economy, the continuous advancement of urbanization process and the improvement of people's living standards, domestic sewage discharge will continue to grow, urban domestic sewage has become the main source of China's increasing wastewater discharge Because. In recent years, China's industrial wastewater discharge has been decreasing year by year, as of 2014, China's industrial wastewater discharge was 20.53 billion tons, a decrease of 2.1%.

     Increasingly strict environmental law enforcement and new models help the rapid development of the water treatment industry.

     China's sewage treatment industry is developing rapidly. In 2014, the operating income of the sewage treatment industry was 34.993 billion yuan, an increase of 17.5%, and the operating profit was 4.478 billion yuan, an increase of 21.9%. The implementation of the new environmental protection law has made unprecedented efforts to crack down on environmental violations, the "Water Ten" has opened up a trillion yuan water treatment market, and PPP and tripartite governance have opened up a new model of sewage treatment.

Sewage treatment subdivision field analysis.

      With the increase of sewage treatment costs, sewage treatment industry enterprise profitability further improved, upgrading to become a new growth point of urban sewage treatment industry," 12th Five-Year "rural sewage treatment rate is very low," 13th Five-Year" is expected to meet explosive development, industrial wastewater park centralized treatment continues to develop, sludge treatment gradually received national attention, market prospects.

The industry advantages of the new three Board sewage treatment enterprises are prominent, and the overall profit is stable.

      According to our statistics, as of April 1, 2016, there are 94 enterprises in the sewage treatment industry in the NEEQ listed companies, covering the entire sewage treatment industry chain, including sewage treatment raw materials and equipment manufacturing, sewage treatment technology research and development, project contracting, project operation, etc. The business covers urban domestic sewage treatment, rural sewage treatment, industrial wastewater and sludge treatment. Among these enterprises, most of them are small and medium-sized enterprises, and 62 sewage treatment enterprises have net profits between 0 and 10 million yuan, accounting for 65.96%. In general, the sewage treatment industry as a sunrise industry, the concentration is low, the profitability of enterprises is good, and the development potential is huge.

Original title: New third Board sewage treatment industry special report: rapid growth of enterprises with healthy profits