The hottest new standard for exhaust emissions in

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China's new exhaust emission standard was implemented on July 1, and garbage power generation entered the acceleration period

since July 1 this year, new domestic waste incinerators need to implement the new standard pollutant concentration limits, and since 2016, existing domestic waste incinerators also need to implement the new standard limits. The pollution control standard for domestic waste incineration jointly issued by the Ministry of environmental protection and the General Administration of quality supervision, inspection and Quarantine of the people's Republic of China (AQSIQ) recently stipulates that the new standard pollutant concentration limit shall be implemented for new domestic waste incinerators from July 1 this year, and the new standard limit shall also be implemented for existing domestic waste incinerators from 2016

the new standard has further improved the requirements for pollution control. Among them, the dioxin control limit that the public is most concerned about, markussteilemann, a member of the board of directors and chief business officer of covestro, once told reporters that the value is consistent with the EU standard, which is 10 times stricter than the current standard; The new standard's heavy metals and other limits are mostly 30% stricter than the current standard. Industry analysts pointed out that the improvement of environmental protection threshold may lead to the reorganization of the garbage power generation industry, some small and medium-sized enterprises will accelerate their exit from the market, and large companies with capital and technological advantages are expected to become bigger and stronger in the storm

raising the threshold promotes the industry reshuffle

in the past few years, garbage power generation has become one of the fastest-growing segments of environmental protection. Statistics show that in 2012 alone, more than 37 waste to energy power generation projects were launched across the country, with a total processing capacity of 37350 tons/day and a total investment of 16.44 billion yuan, attracting state-owned, private and foreign capital

in the A-share market, according to wind data, 18 companies are involved in the concept of waste power generation. By the end of 2013, the total revenue of the waste power generation industry sector had exceeded 60billion yuan, and the net profit was nearly 6billion yuan, with a year-on-year increase of 76.2%, much higher than other segments of environmental protection

however, the rapid development of the industry also brings the problem of exhaust emissions polluting the atmospheric environment. An expert from the China Environmental Protection Industry Association said that the old waste incineration emission standard was issued in 2001, and the emission standard of pollutants such as dioxin in the tail gas was obviously low. Therefore, it was found that the equipment had abnormal noise or short circuit, which brought inevitable pollution problems. In his view, for the waste incineration power generation industry, the introduction of new pollutant emission standards will promote the development of industry regulations under the action of pulse magnetic field

at present, the scale of new and existing garbage power plants accounts for half, and the technical route is divided into the collaborative integration of traditional grate furnaces and cement kilns. In the past two years, new plants have adopted more fully efficient cement kiln collaborative technology. The direct impact of the sharp tightening of standards on enterprises is to increase the construction and operation costs. Yao Wei, an analyst at Guangzhou Hang Seng securities, said that the release and implementation of the new standard will promote the improvement and stable operation of the back-end flue gas treatment system of the new waste incineration power plant, and force the upgrading and reconstruction of the front-end combustion system of the existing power plant, as well as the installation and updating of the back-end flue gas treatment system, which will increase a lot of costs. Only the initial investment of installing the tail gas treatment system will increase the cost by about 20%, and there will be additional rolling costs for the stable operation of the tail gas treatment system in the later stage

the 20 billion market cake needs to be cut.

in addition to promoting industry integration, the implementation of the new emission standards will also extend and expand the industry chain, of which the first to rise will be the tail gas treatment system market and the flue gas monitoring equipment market

according to Yao Wei, the field of waste power generation tail gas treatment system has been monopolized by foreign investors in the past. In recent years, some domestic companies have mastered the core technology of flue gas purification and ash treatment through independent research and development, and gradually realized the replacement of imported equipment. However, due to the relatively lagging emission standards, this market space has not been fully released. During the 12th Five Year Plan period, the market space of flue gas purification system of waste incineration power plant can reach more than 13billion yuan. In addition to the installation market of new projects has been launched, the upgrading and reconstruction market of existing projects is broader

in fact, many listed companies have targeted this market blue ocean. One of the leaders of industrial dust removal, FEDA environmental protection executives previously told the China Securities Journal that garbage power generation and integrated tail gas treatment is a systematic project, and the scale of orders often can reach more than 100 million yuan. It is estimated that the gross profit rate of such projects is much higher than the current power plant dust treatment equipment market, and the biggest new highlight of the company in the future is positioned in this segment market. In September last year, the company won two large orders for flue gas treatment systems of waste incineration power plants with a contract amount of 195million yuan in Hefei and Beijing

Yao Wei pointed out that in addition to fida environmental protection, professional companies such as Shengyun Co., Ltd., Hangguo Co., Ltd. and TEDA environmental protection Co., Ltd. will first benefit from the release of subsequent market scale

in addition, with the implementation of the new standard driving the gradual implementation of environmental protection supervision, the data of waste power plant exhaust emissions will be required to be published in real time in the future, which will drive the market demand space for waste power plant flue gas monitoring. According to market estimates, by 2015, the market space for waste power generation flue gas monitoring equipment and system maintenance will reach about 10billion yuan. In a period of time, the current changes: 0.08a- 0.12a- 0.08a- 0.12A Range change: 0.1a- 0.5a- 0.1a- 0.5A Then the final test range is 0.5A

a relevant person of spotlight technology, one of the leaders of environmental protection monitoring equipment, told China Securities Journal that spotlight technology has rich technical reserves in the business of waste power generation monitoring equipment. Although the revenue of waste incineration flue gas monitoring products accounts for a relatively low proportion of the company's total revenue at present, with the improvement of emission standards, its market potential has been favored by the company for a long time

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