With the increasingly stringent policies, the once confused market has been learning how to find the anchor of the industry, trying to identify the general trend; As a result, the water treatment market is once again given the hope of resonance between capital and green water.

The green water defense war has changed from "firmly fight" to "deeply fight", which needs to solve the practical outstanding problems related to sewage treatment.

Starting from the late third quarter of 2020, environmental protection enterprises have entered the final stage of comprehensive support for water pollution.

2021 is the first year of the fourteenth five year plan. The overall management of water resources, water ecology and water environment and the continuous improvement of environmental quality will further release the market demand for water related governance.

With the continuous transformation and upgrading of water treatment industry structure, more bull stocks will be born in the future.

Treatment of black and odorous water

The treatment of urban black and odorous water body is one of the seven major landmark battles in the battle of pollution prevention and control. In 2015, the "ten water rules" was issued, which took the treatment of black and odorous water as an important content.

According to the data of the national public resources trading platform, from November 1 to 24, 2020, a total of 15 social capital projects won the bid for black and odorous water treatment, with a total investment of 89.3969 million.

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In order to achieve the ultimate goal of "long-term control and long-term cleaning", the operation, management and protection market of urban black and odorous water body will also have unlimited imagination space and great investment opportunities.

With the in-depth inspection of urban black and odorous water, the trillion level water treatment market is gradually taking shape. The treatment of black and odorous water also involves a large amount of investment, with a market space of more than 100 billion yuan.

Moreover, this is only the investment gap of the sewage pipe network. In addition to the sewage treatment plant and comprehensive river regulation, it is estimated that the average treatment length of each black and odorous water body is 3000 meters and the investment cost is 35 million / km. It is estimated that there will be about 100 billion market scale in the built-up areas of key cities.

However, there is also a worry in the industry. With the rapid expansion of domestic demand for black and odorous water treatment, there is still a hidden worry of oversupply in the industry in the next 2-3 years, and how long the current business cycle will last.

Yangtze River Regulation

Similar to the treatment of black and odorous water bodies, "Yangtze River Protection and restoration" has also been listed as one of the seven major landmark battles of pollution prevention and control.

It has been five years since the strategic positioning of "ecological priority and green development" and the strategic guidance of "jointly focusing on large-scale protection and no large-scale development" of the Yangtze River economic belt were put forward on January 5, 2016.

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At present, the situation of water pollution control and water ecological restoration in the Yangtze River is still grim, and the imbalance and disharmony of water ecological environment protection is still prominent.

The relevant top-level design emphasizes the implementation of ecological priority, puts the protection and restoration of the ecological environment in the Yangtze River Basin in an overwhelming position, and requires to strengthen the prevention and control of water pollution in the Yangtze River Basin.

Wang Canfa, a professor at China University of political science and law, believes that the protection of the Yangtze River is a comprehensive and systematic issue, which must be considered from the perspective of ecosystem integrity and the Yangtze River basin system. Pollution control of the Yangtze River, the problem lies in the water, the root cause is on shore.

The Yangtze River Ecological and environmental protection restoration market with trillions of investment scale has opened. Among them, the capacity improvement of sewage treatment facilities, the improvement of discharge standards, and the application of "plant network River" integrated governance mode are indispensable.

In terms of water environment management alone, the investment space of Yangtze River basin management is more than 160 billion yuan.

The accelerated release of market space and the improvement of operation scale will bring new performance increment to water engineering and operation related listed companies.

Urban sewage treatment

Sewage treatment is the key to control water pollution, improve water environment and restore water ecology. Compared with the significant improvement of water environment quality, urban domestic sewage treatment capacity has become a prominent short board to comprehensively promote the prevention and control of water pollution.

The urban sewage treatment plant is not only an important engineering facility of water pollutant emission reduction, but also a key unit of water pollutant emission.

In recent years, the improvement of quality and efficiency of sewage treatment has become an important demand for the development of urban sewage treatment industry. From the initial upgrading of sewage treatment plant to the improvement of quality and efficiency of the whole system, such as pipe network, pumping station, plant station, etc.

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With the acceleration of urbanization process, sewage treatment, as the basis of various environmental protection projects, has great potential. In 2020, the increasing demand for urban sewage treatment also promotes the domestic sewage treatment industry into a new period of expansion.

We will carry out urban domestic sewage treatment to make up for the weaknesses, and build a systematic project covering sewage collection pipe network, sewage treatment plant, sludge treatment and disposal, and sewage recycling.

It is estimated from the short-term and long-term perspectives that the investment in the new sewage pipe network is about 35.6 billion yuan. It is estimated that in the next few years, according to the unit investment of 1695 yuan / meter, the corresponding sewage pipe network market space will exceed 627.6 billion yuan.

To achieve full coverage, collection and treatment of sewage pipe network as soon as possible, relevant equipment manufacturers and monitoring enterprises are expected to further expand the number of orders, thus boosting performance.