New environmental protection law promotes upgrading of environmental protection equipment

Brokerage analysts pointed out that in the next period of time, the unqualified companies being investigated will invest in the replacement of environmental protection equipment and the upgrading of related supporting facilities in the short term. In this way, related listed companies, such as production and assembly of energy-saving and environmental protection equipment, as well as parts and components production, will enjoy favorable conditions, which will bring new impetus to the development of the entire energy-saving and environmental protection industry.

Booster equipment upgrade

After the winter, towering chimneys and white smoke turning in the wind are a special landscape in many northern cities. However, in fact, the smoke contains a lot of dust and harmful substances such as sulfides, nitrogen oxides, etc., which is one of the important factors that cause haze.

On January 1, the new "Environmental Protection Law", known as "the strictest in history", was formally implemented. The reason why the new "Environmental Protection Law" is called "the strictest in history" is mainly to propose "punishment on a daily basis" and other more severe punishment measures to crack down on the company's environmental violations.

According to a reporter from China Union Business Daily, the “penalty calculated on a daily basis” in the new “Environmental Protection Law” refers to illegal discharge of pollutants by enterprises, public institutions, and other producers and operators, and was fined and was ordered to make corrections. The environmental protection department may impose a penalty of 50,000 yuan per day on the day after the decision is issued to order rectification, until the rectification is completed.

It is particularly worthy of attention that the new “Environmental Protection Law” clearly stipulates that enterprises, institutions, and other producers and operators shall discharge pollutants in violation of laws and regulations and cause or may cause serious pollution. The people’s governments at and above the county level shall be responsible for environmental protection and other negative The departments that have the responsibility for the supervision and management of environmental protection may seize and detain the facilities and equipment that cause the discharge of pollutants.

China Merchants Securities (600999, stocks) related industry analysts said that with "the history of the most stringent" "environmental law" formally implemented, in the next period of time, the unqualified companies will be investigated in the short term on the environmental protection equipment Replacement and replacement of related facilities will be implemented. In this way, related listed companies such as production, assembly, and parts production of energy-saving and environmental protection equipment will usher in favorable conditions, which will bring new impetus to the development of the entire energy-saving and environmental protection industry.

Lin Boqiang, director of the China Energy Economic Research Center at Xiamen University, told a reporter from China United Daily News that “to increase the efficiency of energy conservation and emission reduction, and to increase the progress of energy conservation and emission reduction work, all energy conservation and environmental protection equipment will be updated and upgraded. Environmental protection companies have brought a lot of investment, and from the prospect of the development of related companies, the upgrading of environmental protection equipment will bring positive effects to related companies."

"Energy conservation and environmental protection will become an important focus of China's economic concerns. Energy-saving and environmental protection industries will therefore become new hot spots for investment and new economic growth points." Wang Jun, deputy director of the consulting and research department of the China International Economic Exchange Center, further analyzed that at present China's The energy conservation and environmental protection work has made considerable progress, and energy conservation and environmental protection are characterized by long-term extension and wide coverage. This will help stimulate the development of the mid-stream and downstream industries in energy-saving and environmental protection industries. The future development of energy-saving and environmental-protection related industries will further win the country’s Support and encouragement.

Thermal power plant emission reduction is the most awesome

According to data from the National Bureau of Statistics, the national coal consumption in 2013 was about 3.62 billion tons, an increase of 0.7 billion tons, an increase of 1.97%. Of which, power generation accounts for about 50%, while areas with a lack of environmental protection measures, such as industrial heat and industrial coal, consume about 600 million tons of gas. This is the main source of pollution caused by atmospheric haze. If environmental substitution or reconstruction is not carried out, atmospheric governance will lack substance. significance.

To this end, in September last year, the three ministries and commissions of the National Development and Reform Commission, the Ministry of Environmental Protection, and the National Energy Administration jointly issued the Action Plan for the Upgrade and Reconstruction of Coal-fired Energy-Saving Emission Reductions (2014-2020), which requires strict control of air pollutant emissions and proposed The concentration of atmospheric pollutants emitted from newly-built coal-fired power generation units in the central region should be basically at or close to the gas turbine unit emission limits, and at the same time, the atmospheric pollutants emitted from existing coal-fired power generating units should meet the standards for emissions and environmental protection reforms.

According to the latest plan, the average coal consumption of newly-built coal-fired generating units is lower than 300 g/kWh. The emission concentration of air pollutants in newly-built coal-fired generating units in the eastern region has basically reached the emission limit of gas turbine units, and the new units in the central region have approached or reached in principle. The gas turbine unit emission limits encourage new units in the western region to approach or meet gas turbine unit emission limits. Support the simultaneous and coordinated removal of atmospheric pollutants, and reduce the emission of pollutants such as sulfur trioxide, mercury and arsenic.

In this context, the development of related environmental protection equipment will usher in opportunities. According to industry estimates, investment in desulfurization, denitrification, urban sewage and waste treatment facilities will reach 600 billion yuan during the “12th Five-Year Plan” period; there are huge areas of waste heat and residual pressure power generation in the industrial sector, comprehensive utilization of “three wastes”, and dust and dust control. demand.

CEC Secretary-General Wang Zhixuan stated that “In recent years, with the continuous improvement of the state’s environmental protection requirements for power companies, power plant investment in desulfurization, denitrification, and dust removal has increased.” At present, China's coal-fired power plant flue gas desulfurization The proportion of installed capacity is higher than that of the United States by 30 percentage points, and the proportion of flue gas denitrification is higher than that of the United States by 5 percentage points. In 2013 alone, the capacity of denitrification installed in China was close to the total installed capacity of denitrification in the United States.