Foreseeing 2021: "Panorama of China's Environmental Protection Industry Chain in 2021"

 

A panoramic map of the environmental protection industry
 

The upstream of the environmental protection industry is mainly suppliers of raw materials including steel, chemicals, electricity, electronics, and non-ferrous metals.
These industries provide raw materials for the production and project implementation of environmentally friendly products.
The price fluctuations directly affect the cost of the environmental protection industry, and further Sub-industry profits have an impact.
The downstream of the environmental protection industry mainly includes municipal and steel, electric power, cement, metallurgy, chemical and other industrial pollution industries.
Government departments are an important demand side of environmental protection governance.
This is because the environmental protection industry has a strong public welfare attribute, and changes in its demand depend to a large extent on industrial policies.

 

The distinctive feature of the environmental protection industry chain is that there is a certain overlap between upstream and downstream industries, that is, the demand side of the environmental protection industry is also the supply side, such as steel, electric power, and chemical industries.

 

The environmental protection industry focuses on pollution treatment, from the end treatment including sewage treatment, air pollution control, solid waste/hazardous waste disposal, soil remediation, environmental sanitation equipment and services, to the full life cycle comprehensive treatment including front-end control such as environmental monitoring.
Among them, air pollution control and sewage treatment are at a mature stage; environmental sanitation equipment and services, environmental monitoring, and solid waste/hazardous waste disposal are at a growth stage; soil remediation is still in its infancy.

Development status of environmental protection industry
 

　　——Industry development characteristics
 

　　The environmental protection industry is an industry that provides the material foundation and technical support for environmental protection.
It is a new industry that is spawned by environmental protection and develops with environmental protection.
In recent years, my country's environmental protection industry has continuously increased its efforts and the environmental protection industry has been developing in depth, which has strongly stimulated the market demand of environmental protection-related industries and promoted the rapid development of the environmental protection industry.

　　——Market size
 

　　With the implementation of pollution prevention and control battles, the market demand of my country's environmental protection industry is further released, the business environment for the development of environmental protection industry continues to improve, the scale of environmental protection industry continues to maintain rapid growth, the level of technology and technology equipment in the entire industry is steadily improved, and the innovation model is deepened.
The industrial structure has been continuously improved, and the industrial structure has been gradually optimized.
Although affected by the aftermath of the industrial development liquidity crisis in 2018 and Sino-US trade frictions, some environmental protection companies are still facing operational crises in 2019, but overall, the overall development trend of the environmental protection industry in 2019 has improved and continued to maintain rapid development.
.
According to the calculation data of the China Environmental Protection Industry Association, the operating income of the national environmental protection industry in 2019 was about 1.
780 billion yuan, an increase of about 11.
3% over 2018.

　　--Business conditions
 

　　The Environmental Protection Industry Association of my country has a total of 11,229 enterprises, including 385 large enterprises, 2728 medium-sized enterprises, 3957 small enterprises, and 4159 micro-enterprises.
Among them, the number of large and medium-sized enterprises accounted for 3.
4% and 24.
3% respectively; the number of small and micro enterprises accounted for 72.
2%.
It can be seen that my country's environmental protection enterprises are still dominated by small and micro enterprises.
The number of large-scale enterprises is small and their output contributes a lot.
Over 80% of the industry's operating income is concentrated in enterprises with an operating income of more than 100 million yuan, which account for about 10%.
92.
0% of operating income and 87.
6% of environmental protection business operating income are concentrated in enterprises with annual operating income of 100 million yuan or more.
The number of units in this part of the company accounts for only 9.
8%, and the number of enterprises with operating income below 20 million yuan accounts for The ratio is as high as 72.
3%, its operating income accounts for only 2.
3%, and the environmental protection business operating income accounts for 3.
8%.
The smaller the scale of operating income, the higher the proportion of environmental protection business operating income in the total operating income, and the higher the degree of environmental protection specialization.
For enterprises with operating income of more than 100 billion yuan, the average proportion of environmental protection business operating income is 44 .
l%.
For companies with operating income less than 20 million yuan, their environmental protection business operating income accounts for an average of 98.
2%.

　　——Industry Distribution
 

　　According to the statistics of the Environmental Protection Industry Association of my country, in 2019, 1492 solid waste disposal and resource recycling enterprises achieved operating income of 659.
17 billion yuan and operating profit of 59.
83 billion yuan; 3372 water pollution prevention and control enterprises achieved operating income of 567.
63 billion yuan and operating profit 53.
92 billion yuan; 1,366 air pollution prevention and control enterprises achieved operating income of 190.
47 billion yuan and operating profit of 14.
31 billion yuan.

　　According to the statistical data of the Environmental Protection Industry Association, from the perspective of field distribution, 11,229 companies are concentrated in the fields of environmental monitoring, water pollution control, solid waste disposal and resource utilization, and air pollution control.
The total number of companies in the above four fields accounted for Up to 91.
6%; among them, the operating income and operating profit of water and solids companies accounted for 76.
5% and 82.
7% respectively.
In terms of geographical distribution, nearly half of the 11,229 companies are concentrated in the eastern region.
The total number of enterprises in the central, western and northeastern regions accounted for 52.
6%, which was only 5.
2 percentage points higher than the proportion of enterprises in the eastern region.
The operating income and operating profit of environmental protection companies in the eastern region accounted for 67.
4% and 67.
6%, respectively, far exceeding those of enterprises in the central, facial and northeastern regions.
The 11 provinces (cities) of the Yangtze River Economic Belt accounted for 45.
6% of the number of enterprises and contributed nearly half of the industry's operating income.

　　——Industrial structure
 

　　According to data from the Environmental Protection Industry Association, the sample of enterprises involved includes 3,535 enterprises that participated in the basic survey of key enterprises in the environmental protection industry, and 8943 enterprises that participated in the financial statistics of the national environmental service industry.
Excluding duplicate samples, a total of 11,003 enterprises were involved.
The total operating income of the above-mentioned companies in 2019 was 759.
75 billion yuan, and the total operating profit was 68.
99 billion yuan, of which environmental protection business revenue was 638.
57 billion yuan.
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　　In 2019, the environmental protection products of the basic situation survey of key enterprises in the national environmental protection industry include water pollution control equipment, air pollution control equipment, solid waste treatment and disposal equipment, soil remediation equipment, noise and vibration control equipment, environmental monitoring equipment, and environmental pollution control.
Supporting materials and medicaments, comprehensive resource utilization equipment, environmental emergency equipment, etc.
Among the enterprises participating in the survey, 1,335 are engaged in the production of environmental protection products.
The number of enterprises in various fields of environmental protection product production, annual output value, annual sales revenue, annual sales profit, and annual export contract value are detailed in the following table.

 

　　From the perspective of subdivisions, in 2019, in the field of environmental protection product production, the number of companies engaged in air pollution prevention and water pollution prevention and control is concentrated, and the production and sales of equipment accounted for more than 65% of the entire industry market: in the field of environmental services, The units are mainly distributed in four major service areas: water pollution prevention, air pollution prevention, solid waste disposal and recycling, and environmental monitoring.
Water pollution prevention, solid waste disposal and recycling services account for about 36.
4% and 28.
4% of the market share respectively.

　　Environmental protection industry segment market situation
 

　　——Environmental protection service market
 

　　In the past ten years, China's environmental protection service market has developed rapidly.
During the "Thirteenth Five-Year Plan" period, the state promoted the construction of key environmental protection projects such as urban sewage treatment, urban garbage treatment, flue gas desulfurization from coal-fired power plants, hazardous waste and medical waste treatment, and water pollution prevention and control in key river basins.
Key industries such as power, power, chemical and textile have carried out large-scale pollution reduction, environmental infrastructure construction has made considerable progress, and the scale of the environmental protection service market has also grown rapidly.

 

　　According to data from the Environmental Protection Industry Association, my country included 10,486 environmental service companies in the statistics in 2019, with a total annual income of 528.
11 billion yuan and a total annual profit of 57.
67 billion yuan.

　　——Environmental protection equipment market
 

　　The development of the environmental protection equipment industry has three main characteristics, namely, high policy dependence, uneven regional development, fragmented market, and fierce competition.
The specific analysis is as follows:

　　In the "Report on the Development of Environmental Protection Industry 2020", there are 1,583 companies in the environmental protection equipment market included in the statistics in 2019; the annual output value is 101.
86 billion yuan, the sales revenue and sales profit are 94.
910 billion yuan and 13.
580 billion yuan, and the export contract value is realized.
512.
4560 million US dollars.

　　The market scale of my country's environmental protection equipment companies is generally small, and most of them are small and medium-sized enterprises.
From the perspective of the nature of enterprises, private enterprises dominate the environmental protection equipment manufacturing industry in China.
In its environmental protection equipment industry segment, Fujian Longjing Environmental Protection's revenue in 2019 was 10.
935 billion yuan, and its revenue accounted for 32.
52% of the *corporate's environmental protection equipment industry revenue.
It occupies an unshakable position in the environmental protection equipment industry; Followed by Longma Environmental Sanitation, Concentration Technology, and Feida Environmental Protection, which accounted for 12.
57%, 11.
59% and 10.
16% of the environmental protection equipment revenue of *enterprises respectively.

 

　　By industry, among the companies with operating income*, only Concentrator Technology and Chuangyuan Technology have designed environmental monitoring* instrumentation industries, but no companies are involved in environmental pollution treatment* pharmaceutical materials industry business.

　　For more data, please refer to the "China Environmental Protection Industry Development Prospects and Investment Forecast Analysis Report" by the Qianzhan Industry Research Institute.
At the same time, the Qianzhan Industry Research Institute provides solutions for industrial big data, industrial planning, industrial declaration, industrial park planning, and industrial investment promotion.

 

　　Original title: Foreseeing 2021: "Panorama of China's Environmental Protection Industry Chain in 2021" (development status, industrial structure, market segmentation, etc.
)