Solid waste treatment accelerates development

In recent years, the issue of environmental protection has not been concerned by people. In the government work report of 2014, the issue of environmental protection was placed in a very important position. Environmental protection is closely related to people's lives and involves many subdivided fields. Among them, the solid waste treatment industry is relatively late in its development, and development is also lagging behind in the industries such as sewage treatment and flue gas treatment.

Therefore, market participants said that the solid waste treatment industry will be the most promising field in China's environmental protection industry and become a rising star in the development of environmental protection sub-sectors. At present, in the A-share market, the listed companies involved in the solid waste treatment industry mainly include: Sander Environment, Shengyun, Greentech, Capital Partners, Chengtou Holdings, Wulili, and Huaguang.

During the “Eleventh Five-Year Plan” period, China’s total investment in environmental protection and investment in solid waste treatment are 2.16 trillion yuan and 210 billion yuan, respectively, and will reach 3.4 trillion yuan and 800 billion yuan at the end of the “Twelfth Five-Year Plan”, respectively. Compared with the situation, the proportion of solid waste treatment increased from 9.7% in the “Eleventh Five-Year Plan” to 23.5%. Therefore, during the "12th Five-Year Plan" period, solid waste treatment will enter a phase of rapid development.

Solid waste treatment involves multiple levels and is a comprehensive governance area with a complete industrial chain. Market participants suggested that the solid waste treatment industry be laid out in the following four aspects.

First, the disposal of domestic waste. At present, the proportion of waste incineration in China is between 15% and 20%, which is quite different from the developed countries with relatively large land area. Second, hazardous waste disposal. Compared with other types of hazardous waste treatment, nuclear waste disposal is more difficult and barriers are higher. Under the background of China's vigorous promotion of nuclear power, nuclear waste disposal has also been put on the agenda. . Third, industrial solid waste recycling. The restriction of raw materials has become the source of the development of China's industrial solid waste recycling industry. Energy conservation and pollution reduction are also the driving factors for the development of the industry. Fourth, waste electrical and electronic recycling. From the consideration of strengthening environmental protection to the increasing importance of “turning waste into treasure”, the new opportunity brought by “replacement of home appliances” to the industry, and the forthcoming "discarded electronic and electronic products processing fund" that may cause changes in the industry, Policies help the development of the industry throughout.