energy conservation
In the Decision of the State Council on Accelerating the Cultivation and Development of Strategic Emerging Industries released on June 8, 20 10, energy conservation and environmental protection ranked first among the seven strategic emerging industries. According to the plan, by 2020, energy conservation and environmental protection will become the pillar industry of China's national economy. When interpreting the relevant decisions, the National Development and Reform Commission pointed out that in order to cope with global climate change, adapt to the international trend of industrial green development, and combine the huge pressure on resources and environment faced by China, the energy conservation and environmental protection industry will focus on the integrated application of advanced and applicable technologies, vigorously develop new technologies and equipment for energy conservation, advanced environmental protection and resource recycling, and develop new formats of environmental protection industries such as energy conservation and environmental protection services and remanufacturing industries. The Twelfth Five-Year Plan for National Environmental Protection preliminarily determines that China's environmental protection investment will reach 3 1 trillion yuan during the Twelfth Five-Year Plan, which is1210.0% higher than that during the Eleventh Five-Year Plan. From this perspective, energy conservation and environmental protection are closely related to all aspects of national life, involving a wide range, affecting as many industrial fields as other industries, and will become the key to China's economic transformation.
"Twelfth Five-Year Plan" Energy Consumption Target
Energy consumption per unit GDP decreased 17.3%.
In March, 2006, China issued the Eleventh Five-Year Plan for National Economic and Social Development, which clearly put forward the binding targets of reducing energy consumption per unit of GDP by about 20% and reducing the total discharge of major pollutants by 10% during the Eleventh Five-Year Plan period. From 2006 to 2008, the energy consumption per unit of GDP decreased by -2.74%, -5.04% and -5.20% respectively. By 2009, the national energy consumption per unit of GDP was 1.077 tons of standard coal/10,000 yuan, which was 3.6 1% lower than that in 2008. In the first quarter of 20 10, the growth rate of six energy-intensive industries, such as electric power, steel, nonferrous metals, building materials, petrochemicals and chemicals, accelerated, resulting in a 3.2% increase in energy consumption per unit of GDP in the whole country, and a 0.09% increase in energy consumption per unit of GDP in the first half of the year, far from achieving the target of 20%.
According to the plan, the energy consumption per unit of GDP will decrease by 17.3% during the Twelfth Five-Year Plan period, and the proportion of coal in primary energy will decrease from 70% to about 62%. During the 13th Five-Year Plan period, the energy consumption per unit of GDP will be reduced by 16.6%. In 2020, it will be 3 1% lower than 20 10. To achieve this goal, in addition to energy structure adjustment, there is great potential for energy conservation.
20 10 The Notice of the State Council on Ensuring the Realization of the 11th Five-Year Plan's Energy Conservation and Emission Reduction Target put forward that China will accelerate the implementation of key energy conservation and emission reduction projects. The central government allocated 83.3 billion yuan to support the construction of ten key energy-saving projects.
Contract energy management
Directly benefit from the state subsidy policy
Contract energy management projects are widely used in industrial and commercial energy-saving fields. According to the statistics of Energy Conservation Service Industry Committee of Energy Conservation Association, the investment of contracted energy management projects increased from 1 167 billion yuan in 2008 to1953.2 billion yuan in 2009, with a year-on-year increase of 67.37%. The development of contract energy management and energy-saving service industry is expected to solve the bottleneck of energy-saving industry development.
The Report on the Development of Energy Saving Service Industry in China in 2009 shows that the total output value of energy saving service industry in China increased from 4173 million yuan in 2008 to 587.68 million yuan in 2009, up 40.83% year-on-year. The investment in comprehensive energy conservation increased from 25.32 billion yuan in 2008 to 36.037 billion yuan in 2009, a year-on-year increase of 42.23%. The investment in contracted energy management projects in China increased from1167 million yuan in 2008 to1953.2 billion yuan in 2009, with a year-on-year increase of 67.37%. According to the estimation of Energy Conservation Service Industry Committee of China Energy Conservation Association, the output value of energy conservation service industry in China is expected to reach 80 billion yuan in 20 10, with a growth rate of 30% ~ 40%, and the market capacity of the industry will reach 400 billion yuan in the future.
At present, China has continuously increased its support for energy contract management. In addition to explicitly encouraging development in the Energy Conservation Law, in 20 10, the Opinions on Accelerating the Implementation of Contract Energy Management to Promote the Development of Energy Conservation Service Industry and the Interim Measures for the Management of Financial Incentive Funds for Contract Energy Management Projects were respectively promulgated. It is predicted that energy management under contract will enter a stage of rapid development in the future.
Industrial energy saving
Energy-saving technology has broad market prospects.
At present, China's industrial energy consumption accounts for about 70% of the total energy consumption, and industrial energy conservation and emission reduction are of great significance. At present, eliminating backward production capacity is an important way to save energy in China's industry, but it can be predicted that the future will depend more and more on the promotion of energy-saving technologies. The 11th Five-Year Plan for National Economic and Social Development, issued in March 2006, puts forward ten key energy-saving projects, including boiler and kiln reconstruction, regional hot spot cogeneration, waste heat and pressure utilization, oil substitution, and motor system energy saving.
(1) High-efficiency motor: it will benefit from the policy of benefiting the people with energy-saving products and stop low-efficiency motors.
On June 20 10, China issued the detailed rules for the promotion of high-efficiency motors in energy-saving products Huimin project, which stipulated the specific standards of financial subsidies for the promotion of high-efficiency motors. 20 10 in August, China released the promotion catalogue (the first batch) of "Energy-saving products benefiting the people project". In addition, China stipulates that motors with energy efficiency grade 3 or below are prohibited from being sold after July of 20 1 1 year.
We believe that because the cost of high-efficiency motors is higher than that of traditional motors, the gap between them will be narrowed after financial subsidies, so the market share of high-efficiency motors will be greatly increased. In addition, according to the data of domestic research, in 2008, the proportion of motors with energy efficiency grade 3 or below in China was about 79.8%, so the policy of stopping using low-efficiency motors in China will bring huge market prospects for high-efficiency motors.
(2) Waste heat boiler: benefiting from the technology promotion policy of iron and steel enterprises.
In recent years, China's waste heat boiler industry has developed rapidly. From 2000 to 2008, the average growth rate of the industry was 26. 1%, while the growth rate in 2008 and 2009 was close to 60%. According to the research forecast of China, the steel industry will be the most important user of waste heat boilers in the next five years, accounting for 22.9%. However, at present, the proportion of large iron and steel enterprises in China adopting waste heat technology is low, only 30% ~ 50%, even lower in other industries.
In June 5438+February, 2009, China issued the "Implementation Plan for Promoting Sintering Waste Heat Power Generation Technology in Iron and Steel Enterprises", proposing to promote sintering waste heat power generation technology in key large and medium-sized iron and steel enterprises in three years. It is estimated that the proportion of popularization in the steel industry will reach 20%, forming the energy-saving capacity of 654.38+575,000 tons of standard coal. It is planned to implement 82 sintering machines with sintering waste heat power generation technology, with an estimated total investment of 510.90 billion yuan. In June of 20 10, China issued "Several Opinions on Further Strengthening Energy Saving and Emission Reduction and Accelerating the Structural Adjustment of Iron and Steel Industry", and proposed to vigorously promote new technologies and processes of circular economy and energy saving and emission reduction, such as high temperature and high pressure dry quenching, dry dust removal, gas waste heat and pressure recovery, and sintering flue gas desulfurization. The promotion policy of waste heat utilization technology will further promote the prosperity of waste heat boiler industry and continue to maintain high growth in the next few years.
building energy conservation
The continuous improvement of energy-saving standards has brought a huge market.
The Notice of the State Council on Ensuring the Realization of the 11th Five-Year Plan's Energy Saving and Emission Reduction Target issued in May of 20 10 proposed that by the end of 20 10, the proportion of new buildings in cities and towns in China will be more than 95%. Promote green buildings abroad (including not only energy saving, but also water saving, material saving and land saving, etc.). China will implement mandatory energy-saving standards and green energy-saving standards at the same time. Energy-saving buildings are enforced in advance according to standards, and green buildings are monitored, evaluated and certified afterwards.
It is estimated that the existing building area in China is about 46 billion square meters. By the end of 2009, 4.08 billion square meters of energy-saving buildings had been built in cities and towns nationwide, accounting for 2 1.7% of the urban construction area. On the other hand, in recent years, the state has raised the building energy efficiency standards. In 2005-20 10, building energy efficiency was fully started and green buildings were promoted, with an average energy saving rate of 50%:20 10-2020, and the building energy efficiency standards were further improved, with an average energy saving rate of 65%. Building energy-saving market has great potential, and energy-saving materials such as energy-saving glass, thermal insulation wall material, gypsum board and energy-saving curtain wall will benefit from it.
Second, environmental protection.
During the Eleventh Five-Year Plan period, China's environmental protection industry is expected to maintain an average annual growth rate of 15%- 17%. By 20 10, the annual output value of environmental protection industry in China is expected to reach 880 billion yuan. China's investment in environmental pollution control has increased year by year, from 65,438 0.02% in 2000 to 65,438 0.49% in 2008. In terms of water pollution, the investment scale during the Tenth Five-Year Plan period was 270 billion yuan, and during the Eleventh Five-Year Plan period it was 640 billion yuan, an increase of 137%. In terms of air pollution, the investment scale during the Tenth Five-Year Plan period was 280 billion yuan, and it was 600 billion yuan during the Eleventh Five-Year Plan period, with an increase of 1 14%. Solid waste treatment. During the Tenth Five-Year Plan period, the investment scale was only 90 billion yuan, and it reached 210 billion yuan during the Eleventh Five-Year Plan period, with an increase of 133% and an average annual increase of 18.5%.
During the Twelfth Five-Year Plan period, environmental protection will focus on total amount control, quality improvement and environmental risk prevention. During the "Twelfth Five-Year Plan" period, environmental protection will focus on pollution prevention and control. Desulfurization and denitrification in coal-fired power plants and industrial furnaces, upgrading of sewage treatment plants, sewage treatment in small and medium-sized towns, prevention and control of heavy metal pollution, sewage sludge disposal, soil remediation, rural environmental protection, prevention and control of atmospheric composite pollution such as particulate matter.
sewage disposal
Bidding turned resources into a trend, which gave birth to sub-sectors such as MBR.
Sewage treatment includes industrial wastewater, urban wastewater and agricultural wastewater. It is estimated that during the Twelfth Five-Year Plan period, there will be more than 1 trillion yuan of investment space in industrial sewage treatment plants, urban sewage treatment plants, agriculture and other fields.
There is still a lot of room for development in urban sewage treatment capacity. According to statistics, the urban sewage treatment capacity put into operation at the end of 2009 reached10.06 million cubic meters/day, and 52 million cubic meters/day was under construction. The sum of the two is close to the total sewage discharge (including industry) at the end of 2008, and the urban sewage treatment rate reaches 73%. During the "Twelfth Five-Year Plan" period, the estimated annual sewage output is1000 ~150,000 tons/day. The growth rate of urban capacity construction will slow down and expand outward. In the next five years, the scale of new town construction will be equivalent to that of county town, and the scale of single factory will be reduced. The funds for the construction of urban sewage treatment facilities are estimated to be 26 billion yuan, 96 billion yuan, 28 billion yuan, 77.3 billion yuan, 65.438+06.8 billion yuan and 3.2 billion yuan respectively for the sewage treatment plants in prefecture-level cities, counties and cities.
With the continuous improvement of sewage discharge standards, resource utilization has become a trend. In 2006, the former State Environmental Protection Administration stipulated that the effluent from urban sewage treatment plants should be discharged into key river basins and closed and semi-closed waters such as lakes and reservoirs determined by the state and the province, and the first-class A standard should be implemented. The "Twelfth Five-Year Plan" will include the emission of ammonia nitrogen, and it is planned that the utilization rate of urban sewage treatment and regeneration will increase by 65,438+0.5 percentage points to 65,438+00% in 2065,438+05. This will promote the development of new technologies and processes such as MBR and give birth to sub-industries.
air pollution control
Dust removal will usher in structural adjustment, desulfurization will grow steadily, and denitrification market will start.
During the "Eleventh Five-Year Plan" period, China listed COD and sulfur dioxide in the total amount control target (decreased by 10% respectively), and all of them have been overfulfilled. The average annual market size of dust removal is about 20 billion yuan, and the growth of dust removal market tends to be stable during the Twelfth Five-Year Plan period. However, the dust emission standard may be increased from 150mg/m3 to 30mg/m3, and more than half of them need to be modified or replaced. Bag dust removal will have a rapid growth due to its good dust removal effect. The desulfurization market is estimated to have an average annual investment of 654.38+000 billion yuan. At present, the installed capacity of thermal power in China is 660 million kilowatts, and the installed capacity of desulfurization in 2009 reached 470 million kilowatts. Accounting for 7 1%. During the "Twelfth Five-Year Plan" period, there are still 200 million kilowatts of units that need to be rebuilt, and at the same time, 30 million to 50 million units need to be built every year, and the 10% of the built part needs to be updated every year. In addition, desulfurization of steel sintering machine will become a new growth point.
With the continuous improvement of environmental protection standards, nitrogen oxides are gradually brought into control targets. In 2008, China's emissions of nitrogen oxides reached 20 million tons, making it the first emitter in the world. If it is not controlled, the emission of nitrogen oxides will reach 30 million tons in 2020, which poses a great threat to China's atmospheric environment. 20 10, 1 in June, the state promulgated the technical policy for the prevention and control of nitrogen oxides in thermal power plants, stipulating that low-nitrogen combustion technology should be the first choice for the control of nitrogen oxides in coal-fired power plants. After adopting low-nitrogen combustion technology, when the emission concentration of nitrogen oxides does not meet the standards or total control requirements, flue gas denitrification facilities should be built. During the "Twelfth Five-Year Plan" period, nitrogen oxides will be included in the total control category as binding indicators, and the policy of denitration and price increase is currently being studied. Once introduced, it will catalyze the production of denitration sub-industry, but the scale is expected to be relatively small and used for desulfurization.
solid waste disposal
The fastest-growing first-class sub-industry of environmental protection during the Twelfth Five-Year Plan period.
Solid waste includes urban solid waste treatment, hazardous waste treatment, medical waste treatment and other fields. Among them, the treatment of domestic garbage has become an urgent problem.
China's urban waste treatment industry started a little later than sewage treatment, but there is a big development gap at present, and the peak of capacity construction has not yet arrived, among which the inadequate collection of waste treatment fees is an important constraint. Since the implementation of the municipal solid waste treatment fee system in 2002, by the end of 2007, more than 380 cities have collected waste treatment fees, accounting for about 60%, and the collection rate is less than 50%, resulting in insufficient funds for local government waste treatment projects.
In 2009, China's urban garbage removal capacity was10.56 billion tons, the harmless treatment rate was 72%, the treatment capacity gap was nearly 30%, and the accumulated storage capacity reached 7 billion tons. In addition, the removal capacity naturally increases by 3% ~ 5% every year. Landfill accounts for more than 80% of the existing treatment capacity, exceeding 1/3, and failing to meet the Sanitary Landfill Standard (2006). Even if the standard is met, the potential secondary pollution can not be avoided. More importantly, due to the acceleration of urbanization, the service life of the first batch of centralized landfills has been shortened, and they will face closure in the next few years, which will greatly reduce the treatment capacity.
The problem of "dioxin" produced by garbage incineration has caused great controversy and the development speed of the industry has slowed down. After the dispute, the proportion of landfill will be accelerated, and incineration and comprehensive treatment will develop together. At present, the garbage disposal charging mechanism is being piloted, which is expected to be effectively solved in the early period of the Twelfth Five-Year Plan, thus accelerating the development of the industry. According to relevant data, during the Twelfth Five-Year Plan period, the central government will invest more than 500 billion yuan in solid waste treatment, including 654.38+00 billion yuan for domestic waste treatment, 654.38+00 billion yuan for sludge treatment in waterworks and 300 billion yuan for sludge treatment in river basins. During the "Twelfth Five-Year Plan" period, the average annual compound growth rate of the garbage disposal industry was above 20%. In the field of equipment, the investment in waste incineration equipment accounts for 50% of the total investment, engineering equipment manufacturers will benefit first, and professional operators will also have greater development opportunities.