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環保裝備制造業將迎萬億市場空間

事件:

10月24日,工信部發布《關于加快推進環保裝備制造業發展的指導意見》以促中國環保産業持續健康發展。2016年中國環保裝備制造業實現産值6200億元,根據指導意見,到2020年環保裝備制造業産值將達到1萬億元,年均增量空間近1000億元。

評論:

《指導意見》明確了環保裝備制造業發展的九大重點領域,分別是:大氣汙染防治裝備、水汙染防治裝備、土壤汙染修複裝備、固體廢物處理處置裝備、資源綜合利用裝備、環境汙染應急處理裝備、環境監測專用儀器儀表、環境汙染防治專用材料與藥劑、噪聲與振動控制裝備。在這一目標指導下,大氣、水、土壤等領域汙染防治裝備制造將迎來重大發展契機。

其中大氣汙染防治裝備領域,包括重點研發PM2.5和臭氧主要前體物聯合脫除、三氧化硫、重金屬、二噁英處理等趨勢性、前瞻性技術裝備。水汙染防治裝備領域,包括推進黑臭水體修複、農村汙水治理、城鎮及工業園區汙水處理廠提標改造,以及工業及畜禽養殖、垃圾滲濾液處理等領域高濃度難降解汙水治理應用示範。土壤汙染修複裝備領域,包括開展農田土壤汙染、工業用地汙染、礦區土壤汙染等治理和修複示範。

重點關注以下受益領域,一是大氣治理領域從事除塵、脫硫、脫硝裝備制造的龍頭企業, 龍淨環保(600388.SH)及清新環境(002573.SZ);二是水汙染防治裝備領域,關注膜技術處理領域的領軍者碧水源(300070.SZ);三是土壤修複裝備領域,關注從事土壤修複治理的高能環境(603588.SH)。

撰稿: 王彥囡研究分析員
電話:
86 21 51699400-107

電郵地址:
wangyannan@phillip.com.cn
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