Water treatment market broke 800 billion flowers "Le Shui home"

The water treatment industry chain as a whole benefits from China's twelfth five-year water governance and rising water prices. The lack of water and water, and the uneven distribution of water resources in space and time are inherent disadvantages. Water pollution and deterioration of water ecology are blamed on the extensive loss of growth and control. Without affecting the supply of water resources, controlling pollution, protecting and maximizing the use of available resources are the main ways to ensure water supply security. During the 12th Five-Year Plan period, China's investment in the water treatment industry will reach 800 billion, which is 113% higher than during the 11th Five-Year Plan period.

Among them, the improvement of water price, construction of pipeline networks, upgrading of standards, and use of recycled water will all be expected as growth drivers in the water sector. The prospects for the development of the water treatment industry chain in China in the next few years are promising.

Raw water industry: Water resources are increasingly scarce, and they are optimistic about desalination and water quality monitoring industries. Seawater desalination: With mature technology, the capacity planning for the Twelfth Five-Year Plan has increased by 260%. The beneficiary stocks include South Huitong, a manufacturer of reverse osmosis membranes, clear water source, high-pressure pump and corrosion-resistant pipe manufacturer Hailiang, Jiuliti, and South Pump. Water quality monitoring: Investment in wastewater treatment supervision has accelerated the growth of the industry. The investment in the sewage operation supervision during the “Twelfth Five-Year Plan” period was 2.74 billion yuan. The beneficiary stocks included Concentrator, Tianrui Instruments, Xianhe Environmental Protection, C&D Inspection, and Snow Dilong. Wait. Water-saving irrigation: technology and market victory, optimistic about the rapid development of industry leaders. Individual stocks are advised to focus on mastering the core technology and continuously expand the market share of the industry leaders to save water, Xinjiang Tianye.

Water supply industry: Operators have expanded their enclaves to become kings, and equipment manufacturers have benefited from upgrading. The new water supply capacity will not change much in the future, and it is expected that the average annual growth during the 12th five-year period will be only 2-3%. The market concentration of the water industry in China is still very low. With the advancement of water affairs and the advancement of the city, mergers and acquisitions barriers will be reduced, large-scale water companies will emerge, and industry concentration will gradually increase. Pipeline Network Construction: The new pipeline network and investment in upgrading and upgrading are the 12th five-year water industry. During the 12th Five-Year Plan period, the investment in the newly-built and rebuilt pipeline network totaled 267.8 billion yuan, accounting for about 65% of the total project investment, and became the most important link in the “Twelfth Five-Year Plan” water supply facilities reconstruction and construction projects. Individual stocks are advised to focus on the industry leading emerging cast pipe.

Sewage treatment industry: The industrial wastewater treatment sub-sector accelerated its development, membrane treatment water treatment benefited project upgrading and reclaimed water market broke out. The total investment in the treatment of industrial wastewater pollution during the 12th Five-Year Plan period is about 125 billion yuan. Individual stocks are advised to pay attention to the leading industrial waste water projects, Wanbangda, which has leading advantages in the fields of coal chemical industry, petrochemical industry and electric power, as well as Baan Water, which has advanced wastewater treatment capacity and specializes in power, petrochemical, and other market segments. The existing sewage production capacity upgrade and reclaimed water growth will directly promote the use of membrane technology. It is expected that the growth rate in the 12th Five-Year Plan will reach over 40%. Individual stocks will focus on the entire industry chain coverage, and will be able to join forces with the rapid growth of clear water sources and have comprehensive and leading positions. Membrane technology has actively explored the field of membrane technology in the field of engineering.

We are optimistic about the overall development of China's water treatment industry during the 12th five-year period. The gradual increase in the degree of emphasis on water environmental protection by various levels of government, the increase in water supply standards, and the increase in water prices have provided a broad space for the development of the industry. We are most optimistic about the membrane water treatment sub-sector, followed by sub-sectors such as seawater desalination, water quality monitoring, pipe network upgrades, industrial wastewater treatment, and sludge disposal.