How to implement the spirit of environmental protection of the 19th National Congress in 2018?
The year 2018 is the first year for the whole country to implement the spirit of the 19th National Congress, and it is a key year for the implementation of the 13th Five-Year Plan. China's economy is shifting from high-speed growth to high-quality development, and every industry and enterprise should move firmly in this direction. As the material support of China's green development and a component of green economy, environmental protection industry is no exception.
On the whole, China's environmental pollution situation is still grim, haze weather, urban river water black and smelly, "garbage encircled the city", soil pollution, hazardous waste disposal and rural environmental pollution and other prominent problems, pollution control is still a long way to go. Winning the battle against pollution is an important task defined by the 19th National Congress. It also calls for the rapid, sustained and healthy development of the environmental protection industry.
China's environmental protection industry, ushered in a rare opportunity for development. By 2035, the ecological environment will be basically improved, and the goal of a beautiful China will be basically achieved, indicating that the state will not weaken its investment and supervision in the field of environmental protection in the future. The report of the 19th National Congress has formulated a timetable and roadmap for ecological and environmental protection work, and also clarified key tasks for the environmental protection industry.
The development of environmental protection industry is an inherent part of supply-side structural reform. Supply-side structural reform is the main line of "13th Five-Year" industrial structure optimization and upgrading; Environmental protection is an important measure to promote supply-side structural reform. In June 2016, the Ministry of Environmental Protection issued the Guiding Opinions on Actively Exerting the Role of Environmental Protection in Promoting Supply-Side Structural Reform, which put forward the overall ideas and key tasks. Under the promotion of the central environmental protection inspectors, the provinces have shut down many "small, scattered, disorderly and dirty" enterprises that do not meet the emission standards and seriously pollute the environment. The demand for pollution control in high-polluting and energy-consuming industries such as petrochemical, steel, nonferrous metals, chemical, coal and cement will be further released.
The strengthening of law enforcement is conducive to the sustainable and healthy development of the environmental protection industry. In January 2015, the "strictest" environmental protection law was introduced. In August, the "Air Pollution Prevention and Control Law" was amended again, and VOCs was included in the monitoring scope; In November, the "Basic Ideas for the 13th Five-Year Plan for Environmental Protection" was promulgated; In 2016, the new Ambient Air Quality Standard was published. In 2017, the government work report proposed to win the battle to protect the blue sky, and the average PM2.5 concentration and heavy pollution days in the "2+26" cities in the Beijing-Tianjin-Hebei region were reduced by more than 15% year-on-year. The effect of pollution control is linked to the assessment performance of local government officials, and the "river chief system", central environmental supervision, and special rectification actions have been launched successively, with unprecedented penalties. From 2016 to 2017, the Central environmental protection supervision team achieved full coverage of 31 provinces (autonomous regions and municipalities) across the country, and basically understood the current situation of pollution prevention and control across the country. By August 2017, 18,223 cases had been filed and punished, with fines of 728 million yuan, 1,199 people detained and 12,724 people held accountable.
The role of market allocation of environmental pollution control resources is increasingly apparent. Pollution control is "performance-oriented", and the system of source control + end treatment + treatment payment has been gradually improved. Policy measures have been extended from administrative means to legal, administrative and economic means, and the enthusiasm and initiative of third parties in pollution control have been fully mobilized. Market-oriented measures such as environmental taxes and emission permits have been introduced, and policy dividends have gradually emerged.
Government investment, residents' livable environment needs, social attention is growing, due to the huge investment demand for air pollution prevention and control, water pollution prevention and control equipment and solid waste treatment equipment, the development potential of environmental protection industry is huge. The environmental protection industry should and can be developed into a pillar industry to meet the needs of ecological environmental protection, pollution control and ecological restoration. According to relevant forecasts, during the "13th Five-Year Plan" period, the investment in environmental protection will be about 7.6 trillion yuan (the investment scale in 2018 will be 1.6 trillion to 1.8 trillion yuan), about twice that of the "12th Five-Year Plan". According to the Prospective Industry Research Institute's "Environmental Protection Industry Development Prospects and Investment Analysis Report", it is expected that by 2018, the output value of energy conservation and environmental protection industry will exceed 7 trillion yuan, reaching 7,479.92 billion yuan.
All of these, especially with the normalization of environmental protection inspectors, the enhancement of the frequency and intensity of supervision, and the improvement of governance standards in the fields of atmosphere, water, solid waste, etc., the development of environmental protection industry has ushered in a rare favorable environment.
Air control industry. The report of the 19th National Congress called for a "blue sky defense war"; Local governments at all levels attach great importance to air pollution, especially to haze control, will drive the formation and development of air pollution control market. With the completion of ultra-low emission transformation in the power field, the main battlefield of pollution control will turn to the non-electric field. The clean utilization of energy will be paid attention to, especially the control of air pollution in the heating season has been mentioned on the agenda, which will drive the rapid development of related industries.
Water treatment industry. According to the "water ten" requirements, the built-up areas of key cities should basically eliminate black and odorous water bodies by the end of 2017, which is a very difficult task; There is a huge demand for investment in water pollution control. According to relevant estimates, the total social investment to complete the "Water ten" needs to reach 4.6 trillion yuan. In addition, the upgrading of sewage treatment plants under the PPP model and the rectification of non-point source pollution in the rural environment will continue to drive the demand for water treatment. With the completion of large-scale construction of water pollution treatment facilities, the operation and maintenance of water treatment facilities will be the focus of the development of environmental protection industry.
Soil remediation industry. With the enactment of the Soil Pollution Prevention and Control Law, it is expected to provide a more healthy and sustainable business model for the soil pollution treatment and restoration industry. In the 2017 financial budget announced by the Ministry of Finance, the special budget for soil is 11.2 billion yuan. During the "13th Five-Year Plan" period, the soil remediation industry is expected to get a substantial boost, driving more than 5 trillion yuan of investment; Related industries and enterprises will develop rapidly.
Solid waste treatment industry. With the introduction and implementation of environmental protection policies and regulations, especially the circular development leading plan, the prices of downstream products in the renewable resources industry will improve, the waste treatment industry will gradually increase in volume driven by the PPP model, the hazardous waste treatment boom will be high, and the resource utilization and harmless treatment industry of domestic waste, kitchen waste and electronic waste will be rapidly developed. The integration of the "two networks" has become a hot spot in the development of the industry, and the performance of the solid waste treatment industry will also be improved.
Environmental monitoring industry. Pollution source monitoring, ecosystem monitoring, urban fixed source and mobile source emission monitoring will have a greater demand for monitoring instruments. Under the guidance of vertical regulatory reform, third-party operation and smart environmental protection policies, monitoring network construction will promote the industry to maintain a rapid pace of growth. On September 1, 2017, the Ministry of Environmental Protection held a video meeting of the national surface water environmental quality monitoring authority, and the surface water monitoring and assessment authority of 2050 sections will be collected, and the construction task of automatic water quality monitoring stations will be basically completed by the end of July 2018, which will produce a certain demand for testing instruments.
In 2018, the situation that enterprises rely on mergers and acquisitions to expand their business will continue, but the scale of mergers and acquisitions will become stable, and gradually turn to the integration of business operations of merger and acquisition companies. The industry concentration will be improved, and the market share of enterprises with capital advantages will continue to increase; Overseas mergers and acquisitions will make up for the shortcomings of domestic technology and enhance the international competitiveness of the market.
The modernization we want to build is one in which man and nature live in harmony. We need to create more material and spiritual wealth to meet the people's ever-growing needs for a better life, and we need to provide more quality ecological products to meet their ever-growing needs for a beautiful environment. Accordingly, ecological protection, forest economy, forest health and other industries have broad prospects for development.
Opportunities and challenges coexist. The environmental protection industry is a policy industry, and the continuous implementation of environmental protection supervision is conducive to the formation of the survival of the fittest in the environmental protection industry, and has become a powerful starting point for supply-side structural reform and industrial upgrading. Technological innovation is a major challenge for the development of environmental protection industry. Only with advanced and applicable technology, enterprises can occupy a place in the competitive market. To seize the development opportunities of environmental protection enterprises, we must constantly carry out technological innovation, change the vicious competition among enterprises, compete for funds and prices, and rely on technology competition, talent competition, service competition to obtain competitive advantages; We must increase investment in common key technologies, accelerate the combination of production, university and research, seize the commanding heights, and remain invincible in international competition.
(Source: China Petroleum and Chemical Network)