Under the trend of "three shifts and three modernizations", competition in the environmental monitoring market is facing two major changes

[ Market analysis of chemical machinery equipment network ]
 

　　Current status of competition
 

　　The current environmental monitoring industry is mainly divided into three camps, namely foreign-funded companies, domestic equipment companies and domestic third-party operation and maintenance companies (Figure 1).
The business focus of foreign-funded companies is upstream, including the analytical instruments and key components of monitoring instruments used in monitoring ; the business focus of domestic equipment companies is in the midstream, including integrated monitoring instruments, monitoring systems, etc.
, but some companies are gradually improving The downstream extension provides services for the entire industry chain; the domestic third-party operation and maintenance company's monitoring business is relatively small, mainly downstream instrument operation and maintenance and pollutant detection services.
 

　　In the past few years, domestic equipment companies have expanded strongly and their market share has continued to increase.
Although foreign-funded enterprises have technological advantages, their advantages continue to decline due to my country's support for the localization of related equipment and the technological advancement of domestic enterprises.
It can be seen that, in order to accelerate the pace of localization of environmental monitoring equipment, the state has issued a number of policies, such as the "Second Phase Monitoring Implementation Plan for the New Air Quality Standard" and "The Ecological Environment Monitoring Network Construction Plan" to encourage domestic scientific research departments and related enterprises.
Research and develop environmental monitoring equipment with independent intellectual property rights, and stipulate that the government shall give priority to the use of domestically-made equipment under the conditions of meeting demand.
Third-party operation and maintenance companies are mostly small-scale, and some are eliminated due to a series of problems such as data fraud, irregular operation and maintenance, and trust crisis.
As of 2020, my country's environmental monitoring CR5 is 45.
1% (see Figure 2), and the industry concentration is relatively high.

       Two major changes

 

　　Looking forward to the "14th Five-Year Plan", as the trend of "three shifts and three transformations" becomes more and more obvious, market competition is facing changes, which are mainly reflected in two aspects:
 

　　First, automatic monitoring puts forward higher requirements on instruments and equipment, and foreign-funded enterprises have regained their competitiveness.
At present, my country's analytical instruments still rely on imports.
Although the trade deficit has decreased in the past two years, there is still a gap of billions (Figure 3).
In 2018, the domestic brands of spectrometers, mass spectrometers, and chromatographs accounted for approximately 20%, 15%, and 27% of the market.
The gap is still large.

　　At the same time, foreign companies are taking the opportunity to explore more ways to open up the Chinese market.
Some foreign-funded companies have joined hands with domestic companies to realize localized manufacturing.
For example, Shimadzu of Japan signed a cooperation agreement with Zhejiang Sailuxin Instrument Co.
, Ltd.
in 2017 to enter the field of China's volatile organic compounds (VOCs) market governance.
Shimadzu has a series of advanced gas chromatography and other detection hardware, combined with Sai Luxin's independent VOCs catalytic technology, will help Shimadzu accelerate the Chinese market layout and further increase market share.
Some foreign-funded enterprises continue to innovate in line with the needs of the Chinese market, and build technical barriers.
For example, Germany's Fordworld has launched a removable dust meter PFM06ED in response to my country's ultra-low dust emission monitoring requirements, which became the first dust meter to appear in the Chinese market, although there are similar ones.
Domestic products have appeared one after another, but Fordworld continues to develop new products in the fields of dust monitoring, fine particle monitoring and gas detection in response to lower and lower emission limits.
The update and iteration speed is fast to ensure technical advantages.  

　　Second, some powerful cross-border companies have taken actions and want to get a share of the monitoring.
At present, there are two main types of cross-border companies, namely, communication companies and property companies.

 

　　Telecommunications companies are represented by the three major operators of China Mobile, China Unicom, and China Telecom.
Typical projects such as China Mobile’s purchase of air quality monitoring data and service projects in Chencang District, Baoji City, which won the bid in September 2019, have a project value of 24 million.
The content is the construction, operation and maintenance of 12 automatic air monitoring stations.
Although the amount of the project is not large, the strength of communications companies in implementing "maintenance reduction strikes" has been reflected.
On the one hand, they have a large number of widely distributed communication stations, which are more than sufficient for the maintenance of environmental protection station buildings and have huge advantages; on the other hand, the real-time and reliability standards of their communication data collection and transmission are higher.
The aspect is more professional.  

　　The property company is represented by Vanke Property.
Typical projects such as the Shenzhen River Water Quality Technology Management and Control Project that won the bid in September 2019.
The project amount is about 190 million.
The project content includes water quality monitoring data services, video monitoring data services, inspection management and control services, and data analysis.
Service, small and micro black and odorous water experience collection and sales number, river sewage outfall "inspection, measurement, traceability, treatment and management".
The competitiveness of property companies is reflected in the innovative management methods that introduce the concept of property management into the field of environmental protection, focusing on the environment and its affiliated environmental protection facilities and equipment, involving various upstream and downstream tasks related to it, and using the environment as an asset To manage.  

　　This report is based on an in-depth study of the environmental monitoring market, combined with the experience of related consulting projects recently completed by Chenyu Consulting Company.

 

　　The data collected in the report is as of April 2021.

 
Original title: Under the trend of "three shifts and three modernizations", competition in the environmental monitoring market is facing two major changes