1 thought on “What is the current situation of our environmental protection industry? How about the future”
Dianne
The main listed companies of energy conservation and environmental protection industries: At present, listed companies in domestic energy conservation and environmental protection industries are mainly PetroChina (601857), Sinopec (600028), Greenmei (002340), Beicha Water (0371.HK), the first environmental protection (600008), Hong Hong, Hong Urban environment (600461), Greentown Water (601368), Bishui Source (300070), Energy Conservation Guo (300388), Botian Environment (603603) and so on. Colidal data: Energy -saving and environmental protection industry output value; output value of energy -saving service industry; operating income of environmental protection industry Industry profile 1, definition energy conservation and environmental protection industry refers to Economic, protecting the ecological environment to provide a material foundation and technical guarantee, to accelerate the development of energy conservation and environmental protection industries, is the inherent requirements that adjust the economic structure and change the economic development mode. Environmental friendly society, actively cope with climate change and seize the strategic choice of future competition system. If according to the "Classification Classification of Energy Conservation and Environmental Protection and Clean Industry (2021)" published by the National Bureau of Statistics, energy conservation and environmental protection are mainly divided into efficient energy -saving, advanced environmental protection, recycling of resource, green transportation vehicles and equipment. 2. Analysis of the industrial chain: The industrial chain is huge The energy -saving and environmental protection industry industry chain is huge and there are many industrial links, including four major sub -industries, namely the energy -saving industry, environmental protection industry and recycling industry. Energy -saving and environmental protection industries involve energy conservation and environmental protection technology and equipment, energy -saving products and services. Its industrial chain is long, with a large degree of connection, and strong employment capabilities. Under the leadership of carbon neutralization and carbon peaks, the energy conservation and environmental protection industry will play a further role in economic growth. The upstream of the energy -saving and environmental protection industry chain mainly includes raw material suppliers including steel, electronics, non -ferrous metals, plastics, etc. These industries provide raw materials for the production and engineering implementation of energy -saving and environmentally friendly products. The price fluctuations directly affect energy saving and environmental protection. The cost of the industry has influenced the profits of the segmented industry. The lower reaches of the energy -saving and environmental protection industry chain mainly includes power, steel, construction, chemical industry, machinery manufacturing, and municipal construction industries. The industrial and government departments are an important needs of energy conservation and environmental protection. If industry development: The industry is in the strategic opportunity period The development of energy conservation and environmental protection industries in China is mainly affected by policies. "During the period) and the maturity period (" Thirteenth Five -Year Plan "period), during the" Fourteenth Five -Year Plan "period, the energy conservation and environmental protection industry was in a new strategic opportunity period. If industry policy background: policy blessing and energy conservation and environmental protection industry has become the pillar industry The development of energy -saving and environmental protection industries in China is mainly affected by policies. Driven by a series of national policies, my country's energy -saving and environmental protection industry has become a new pillar of the national economy. industry. The industry development status 1. The scale of energy conservation and environmental protection output value has steadily increased in recent years, the state has taken ecological environmental protection and green development as an important area in terms of fiscal expenditure, and fiscal expenditure has gradually expanded. According to data from the Ministry of Finance, from 2012 to 2021, the average annual growth rate of energy conservation and environmental protection fiscal expenditures in the country reached 8.8%. From the perspective of fluctuations, from 2012 to 2019, the scale of energy conservation and environmental protection expenditures in my country was expanding as a whole, and it fell from 2020-2021. In 2021, the scale of energy -saving and environmentally friendly fiscal expenditure reached 630.5 billion yuan. , with the promotion of national policies and fiscal expenditures, my country's energy conservation and environmental protection industry has developed rapidly. According to the Data of the Development and Reform Commission, during the "Thirteenth Five -Year Plan" period, the output value of the energy conservation and environmental protection industry rose from 4.5 trillion yuan in 2015 to about 7.5 trillion yuan in 2020. Note: The National Development and Reform Commission has not yet announced data in 2016 and 2019. The data in the figure is forward -looking estimated data. 2. Energy -saving industry in market segments: The energy -saving service industry is constantly developing The energy -saving industry is an important segment of the energy conservation and environmental protection industry. The specific development overview is as follows: With the continuous advancement of national and local policies, my country's energy -saving service industry has continued to develop, and the total output value of the industry has continued to increase, showing a trend year by year. According to data from the China Energy -saving Association Energy -saving Service Industry Committee (EMCA), the total output value of my country's energy -saving service industry in 2020 reached 591.7 billion yuan, an increase of 13.3%year -on -year. In recent years, the energy -saving capacity of China's energy -saving service industry has shown an upward trend as a whole. In 2020, the investment in my country's contract energy management projects corresponds to the formation of 40.5 million tons of standard coal, forming an annual reduction of 101.72 million tons of carbon dioxide. 3, environmental protection industry in market segments: The environmental protection industry has maintained rapid growth In recent years, with the rapid growth of China's economy, increasing people's environmental awareness and increasing environmental protection work, China's environmental protection industry Graduated development. Under the influence of national and governments' continuous attention, as well as factors such as market demands that accompanied by industrial development, China's environmental protection industry has always maintained a rapid growth. The data of the "China Environmental Protection Industry Development Report (2020)" shows that in 2019, the national environmental protection industry's operating income was about 1780 billion yuan, an increase of about 11.3%over 2018. "China Environmental Protection Industry Development Report (2020)" adopts three methods: environmental investment pull coefficient method, industrial contribution rate and industrial growth rate. In the middle, the scale of the environmental protection industry in 2021 is expected to exceed 2 trillion yuan. 4. Resource recycling of market segmented market: Circular economic development has achieved positive results since the "Thirteenth Five -Year Plan", my country's circular economy development has achieved positive results. About 26%, the energy consumption of GDP (GDP) of the unit continued to decline significantly, and the cumulative water consumption of the unit's GDP reduced by 28%. Resource cycle utilization has become an important way to ensure the safety of my country's resources. Pegal competition pattern 1. Regional competition: Industrial parks are mainly concentrated in the Yangtze River Delta region In from the distribution of energy -saving and environmentally friendly industrial parks in my country, the main industrial cluster in my country has formed an obvious industrial cluster. It is concentrated in the Yangtze River Delta region, of which the number of industrial parks in Shandong, Jiangsu and Henan Province is the largest. 2. Enterprise competition: There are many participants In in terms of corporate competition, the number of enterprises in my country's energy -saving and environmental protection industry is large. Taking the top 50 environmental enterprises in China as an example, according to the "2021 China issued by the National Federation of Industry and Commerce The top 50 environmental enterprises, 33 A -share listed companies, 10 Hong Kong stock listed companies, 1 listed company in Singapore, and 6 non -listed companies. If of the perspective of operating income, there are 8 companies with revenue of more than 10 billion yuan, namely the large environment, China Tianyu, Beichao water, the first environmental protection group, Yingfeng environment, Green beauty, Chongqing water affairs environment group and Longlong and Longlong Net environmental protection, the revenue of these 8 companies accounts for 16%of the revenue of the total 50 companies. The revenue was 14 to 10 billion yuan to 10 billion yuan, accounting for about 28%. Pelas of industrial development prospects and trend forecasts 1, "14th Five -Year Plan" development goals and planning of energy -saving and environmental protection industry In the "carbon neutralization, carbon peak" energy -saving emission reduction plan- Complete and accurately implement the concept of new development concepts to do the Opinions of Carbon and Carbon Carbon and Work "and the" Carbon Peak Action Plan A before 2030 ". Efficiency is greatly improved. GDP's GDP has decreased by 13.5%compared with 2020; the carbon dioxide emissions of GDP in the unit decreased by 18%compared with 2020. In the "Fourteenth Five -Year Plan" Circular Economic Development Plan, by 2025, the output rate of the main resource will increase by about 20%compared with 2020, and the unit GDP energy consumption and water consumption will be reduced by 13.5%and 16, respectively. At about%, the comprehensive utilization rate of crop straw remains above 86%, the comprehensive utilization rate of large solid waste reaches 60%, the comprehensive utilization rate of construction waste reaches 60%, waste paper utilization has reached 60 million tons, and waste steel utilization reaches 320 million tons. The output of regenerative non -ferrous metals reached 20 million tons, of which the output of recycled copper, regenerative aluminum and regenerative lead reached 4 million tons, 11.5 million tons, and 2.9 million tons, respectively. 2, the scale of energy conservation and environmental protection industries is expected to exceed 19 trillion yuan In a series of goals and planning of "carbon neutrality, carbon peak" and "14th Five -Year Plan", my country's energy -saving environmental protection industry scale It will continue to expand. According to forward -looking analysis and prediction, the size of my country's energy conservation and environmental protection industry by 2027 is expected to exceed 19 trillion yuan. 3, the energy -saving and environmental protection industry will accelerate the intelligent transformation and upgrading of digitalization . In recent years, the application of technology, cloud computing, Internet of Things, big data and other technologies in the field of energy conservation and environmental protection continues to deepen, energy -saving and environmental protection industries and energy -saving and environmental protection industries and environmental protection industries and environmental protection industries and environmental protection industries and environmental protection industries and The continuous integration of new technologies has further led to the development of energy conservation and environmental protection. For example, digital intelligent and intelligent upgrades such as smart grids, smart water affairs, and Internet of Things solutions are accelerating development. In the future, through digital intelligence transformation and upgrading, the overall value of my country's energy conservation and environmental protection industry will be further increased.
It data refer to the "In -depth Research Report on the In -depth Research Research Report on the Panorama Analysis and Investment Proposal of China Energy Conservation and Environmental Protection Industry Chain in China.
The main listed companies of energy conservation and environmental protection industries: At present, listed companies in domestic energy conservation and environmental protection industries are mainly PetroChina (601857), Sinopec (600028), Greenmei (002340), Beicha Water (0371.HK), the first environmental protection (600008), Hong Hong, Hong Urban environment (600461), Greentown Water (601368), Bishui Source (300070), Energy Conservation Guo (300388), Botian Environment (603603) and so on.
Colidal data: Energy -saving and environmental protection industry output value; output value of energy -saving service industry; operating income of environmental protection industry
Industry profile
1, definition
energy conservation and environmental protection industry refers to Economic, protecting the ecological environment to provide a material foundation and technical guarantee, to accelerate the development of energy conservation and environmental protection industries, is the inherent requirements that adjust the economic structure and change the economic development mode. Environmental friendly society, actively cope with climate change and seize the strategic choice of future competition system.
If according to the "Classification Classification of Energy Conservation and Environmental Protection and Clean Industry (2021)" published by the National Bureau of Statistics, energy conservation and environmental protection are mainly divided into efficient energy -saving, advanced environmental protection, recycling of resource, green transportation vehicles and equipment.
2. Analysis of the industrial chain: The industrial chain is huge
The energy -saving and environmental protection industry industry chain is huge and there are many industrial links, including four major sub -industries, namely the energy -saving industry, environmental protection industry and recycling industry. Energy -saving and environmental protection industries involve energy conservation and environmental protection technology and equipment, energy -saving products and services. Its industrial chain is long, with a large degree of connection, and strong employment capabilities. Under the leadership of carbon neutralization and carbon peaks, the energy conservation and environmental protection industry will play a further role in economic growth.
The upstream of the energy -saving and environmental protection industry chain mainly includes raw material suppliers including steel, electronics, non -ferrous metals, plastics, etc. These industries provide raw materials for the production and engineering implementation of energy -saving and environmentally friendly products. The price fluctuations directly affect energy saving and environmental protection. The cost of the industry has influenced the profits of the segmented industry.
The lower reaches of the energy -saving and environmental protection industry chain mainly includes power, steel, construction, chemical industry, machinery manufacturing, and municipal construction industries. The industrial and government departments are an important needs of energy conservation and environmental protection.
If industry development: The industry is in the strategic opportunity period
The development of energy conservation and environmental protection industries in China is mainly affected by policies. "During the period) and the maturity period (" Thirteenth Five -Year Plan "period), during the" Fourteenth Five -Year Plan "period, the energy conservation and environmental protection industry was in a new strategic opportunity period.
If industry policy background: policy blessing and energy conservation and environmental protection industry has become the pillar industry
The development of energy -saving and environmental protection industries in China is mainly affected by policies. Driven by a series of national policies, my country's energy -saving and environmental protection industry has become a new pillar of the national economy. industry.
The industry development status
1. The scale of energy conservation and environmental protection output value has steadily increased
in recent years, the state has taken ecological environmental protection and green development as an important area in terms of fiscal expenditure, and fiscal expenditure has gradually expanded. According to data from the Ministry of Finance, from 2012 to 2021, the average annual growth rate of energy conservation and environmental protection fiscal expenditures in the country reached 8.8%. From the perspective of fluctuations, from 2012 to 2019, the scale of energy conservation and environmental protection expenditures in my country was expanding as a whole, and it fell from 2020-2021. In 2021, the scale of energy -saving and environmentally friendly fiscal expenditure reached 630.5 billion yuan.
, with the promotion of national policies and fiscal expenditures, my country's energy conservation and environmental protection industry has developed rapidly. According to the Data of the Development and Reform Commission, during the "Thirteenth Five -Year Plan" period, the output value of the energy conservation and environmental protection industry rose from 4.5 trillion yuan in 2015 to about 7.5 trillion yuan in 2020.
Note: The National Development and Reform Commission has not yet announced data in 2016 and 2019. The data in the figure is forward -looking estimated data.
2. Energy -saving industry in market segments: The energy -saving service industry is constantly developing
The energy -saving industry is an important segment of the energy conservation and environmental protection industry. The specific development overview is as follows:
With the continuous advancement of national and local policies, my country's energy -saving service industry has continued to develop, and the total output value of the industry has continued to increase, showing a trend year by year. According to data from the China Energy -saving Association Energy -saving Service Industry Committee (EMCA), the total output value of my country's energy -saving service industry in 2020 reached 591.7 billion yuan, an increase of 13.3%year -on -year.
In recent years, the energy -saving capacity of China's energy -saving service industry has shown an upward trend as a whole. In 2020, the investment in my country's contract energy management projects corresponds to the formation of 40.5 million tons of standard coal, forming an annual reduction of 101.72 million tons of carbon dioxide.
3, environmental protection industry in market segments: The environmental protection industry has maintained rapid growth
In recent years, with the rapid growth of China's economy, increasing people's environmental awareness and increasing environmental protection work, China's environmental protection industry Graduated development. Under the influence of national and governments' continuous attention, as well as factors such as market demands that accompanied by industrial development, China's environmental protection industry has always maintained a rapid growth. The data of the "China Environmental Protection Industry Development Report (2020)" shows that in 2019, the national environmental protection industry's operating income was about 1780 billion yuan, an increase of about 11.3%over 2018.
"China Environmental Protection Industry Development Report (2020)" adopts three methods: environmental investment pull coefficient method, industrial contribution rate and industrial growth rate. In the middle, the scale of the environmental protection industry in 2021 is expected to exceed 2 trillion yuan.
4. Resource recycling of market segmented market: Circular economic development has achieved positive results
since the "Thirteenth Five -Year Plan", my country's circular economy development has achieved positive results. About 26%, the energy consumption of GDP (GDP) of the unit continued to decline significantly, and the cumulative water consumption of the unit's GDP reduced by 28%. Resource cycle utilization has become an important way to ensure the safety of my country's resources.
Pegal competition pattern
1. Regional competition: Industrial parks are mainly concentrated in the Yangtze River Delta region
In from the distribution of energy -saving and environmentally friendly industrial parks in my country, the main industrial cluster in my country has formed an obvious industrial cluster. It is concentrated in the Yangtze River Delta region, of which the number of industrial parks in Shandong, Jiangsu and Henan Province is the largest.
2. Enterprise competition: There are many participants
In in terms of corporate competition, the number of enterprises in my country's energy -saving and environmental protection industry is large. Taking the top 50 environmental enterprises in China as an example, according to the "2021 China issued by the National Federation of Industry and Commerce The top 50 environmental enterprises, 33 A -share listed companies, 10 Hong Kong stock listed companies, 1 listed company in Singapore, and 6 non -listed companies.
If of the perspective of operating income, there are 8 companies with revenue of more than 10 billion yuan, namely the large environment, China Tianyu, Beichao water, the first environmental protection group, Yingfeng environment, Green beauty, Chongqing water affairs environment group and Longlong and Longlong Net environmental protection, the revenue of these 8 companies accounts for 16%of the revenue of the total 50 companies. The revenue was 14 to 10 billion yuan to 10 billion yuan, accounting for about 28%.
Pelas of industrial development prospects and trend forecasts
1, "14th Five -Year Plan" development goals and planning of energy -saving and environmental protection industry
In the "carbon neutralization, carbon peak" energy -saving emission reduction plan- Complete and accurately implement the concept of new development concepts to do the Opinions of Carbon and Carbon Carbon and Work "and the" Carbon Peak Action Plan A before 2030 ". Efficiency is greatly improved. GDP's GDP has decreased by 13.5%compared with 2020; the carbon dioxide emissions of GDP in the unit decreased by 18%compared with 2020.
In the "Fourteenth Five -Year Plan" Circular Economic Development Plan, by 2025, the output rate of the main resource will increase by about 20%compared with 2020, and the unit GDP energy consumption and water consumption will be reduced by 13.5%and 16, respectively. At about%, the comprehensive utilization rate of crop straw remains above 86%, the comprehensive utilization rate of large solid waste reaches 60%, the comprehensive utilization rate of construction waste reaches 60%, waste paper utilization has reached 60 million tons, and waste steel utilization reaches 320 million tons. The output of regenerative non -ferrous metals reached 20 million tons, of which the output of recycled copper, regenerative aluminum and regenerative lead reached 4 million tons, 11.5 million tons, and 2.9 million tons, respectively.
2, the scale of energy conservation and environmental protection industries is expected to exceed 19 trillion yuan
In a series of goals and planning of "carbon neutrality, carbon peak" and "14th Five -Year Plan", my country's energy -saving environmental protection industry scale It will continue to expand. According to forward -looking analysis and prediction, the size of my country's energy conservation and environmental protection industry by 2027 is expected to exceed 19 trillion yuan.
3, the energy -saving and environmental protection industry will accelerate the intelligent transformation and upgrading of digitalization
. In recent years, the application of technology, cloud computing, Internet of Things, big data and other technologies in the field of energy conservation and environmental protection continues to deepen, energy -saving and environmental protection industries and energy -saving and environmental protection industries and environmental protection industries and environmental protection industries and environmental protection industries and environmental protection industries and The continuous integration of new technologies has further led to the development of energy conservation and environmental protection. For example, digital intelligent and intelligent upgrades such as smart grids, smart water affairs, and Internet of Things solutions are accelerating development. In the future, through digital intelligence transformation and upgrading, the overall value of my country's energy conservation and environmental protection industry will be further increased.
It data refer to the "In -depth Research Report on the In -depth Research Research Report on the Panorama Analysis and Investment Proposal of China Energy Conservation and Environmental Protection Industry Chain in China.