Recently, the State Council issued the "Opinions on Accelerating the Development of Desalination Industry". The suggestion is that China's seawater desalination capacity will reach 2.2 million to 2.6 million cubic meters per day by 2015, which is 3-4 times higher than the current level. At the same time, it will promote the upgrading of seawater desalination technology, the development of the base, and improve the industrial chain.
After the news was released, the desalination concept stocks rose on February 13th, with South Huitong opening up 5.89%, and Hailiang shares rose for two consecutive trading days starting from the 13th and rose by 4.71% on the 14th.
The industry has expected that with the introduction of opinions and a series of follow-up support policies, the desalination of the “Twelfth Five-Year Plan†will enter a period of substantial industrialization. Relevant market analysts pointed out that in the past five years, many companies in the domestic seawater desalination field have begun to practice, and current technological and cost advantages have gradually emerged. If the seawater desalination costs of the lowest cost reverse osmosis method are estimated to be 5000-6000 yuan/m3, by the end of the "Twelfth Five-Year Plan", the domestic investment in seawater desalination will reach 11 billion to 15.6 billion yuan.
The cost is lower than the South-to-North Water Transfer Project It is understood that under the background of the increasingly severe water shortage situation in China, desalination has become one of the alternative solutions to the freshwater crisis. At present, seawater desalination at home and abroad has the cost advantage of competing with other methods.
Academician Gao Congyuan of the Chinese Academy of Engineering said at a meeting last year that after 40 years of development, China has built 70 seawater desalination projects with a total installed capacity of 6.0 105 cubic meters per day and a proposed scale of More than 1.0106 cubic meters per day. At present, China has already possessed engineering capacity for 10,000-ton seawater desalination, and the cost of ton water desalination has dropped from about 7 yuan in the 1990s to about 4-5 yuan.
According to relevant market analysis and research, this figure is much lower than the current cost of the large-scale South-to-North Water Transfer Project, which costs as much as 8 yuan per ton of water. In addition, the current domestic urban residents' water use price is around RMB 4/tonne. If the cost of the pipe network and sewage treatment is not taken into account, the cost of seawater desalination has approached this level.
The emergence of cost advantages is mainly due to the maturity of domestic desalination technology. It is understood that at present, there are dozens of desalination methods, but the only commercial methods that can be applied to large-scale desalination are reverse osmosis, multi-stage flash evaporation, and multi-effect distillation. China has now become one of the countries following the United States, France, Japan, Israel and other countries to research and develop advanced technologies for desalination. Many companies have fully mastered the two major mainstream desalination technologies: reverse osmosis and distillation, and equipment costs are lower than those of foreign countries. Reduced by 30%-50%.
Equipment companies will benefit first from Huatai United Securities analysts. From a technical point of view, the main methods currently used in China are reverse osmosis and low-temperature multi-effect distillation, in which the reverse osmosis method has a continuous reduction in project cost and operating costs, and energy consumption. Less advantage is the dominant direction for future development.
The comments listed "Strengthening key technology and equipment R&D" as the top seven priorities for the next five years of work. During the “Twelfth Five-Year Plan†period, major investment in key technologies such as large-scale thermal membrane desalination and large-scale seawater circulation cooling will be increased, and key components such as reverse osmosis desalination membrane modules, high-pressure pumps, energy recovery, and thermal seawater will be increased. We will dilute the research and development of core components, and by the end of 2015, the localization rate of seawater desalination technology and equipment will exceed 70%.
Listed analysts believe that the policy focuses on strengthening the research and development of seawater desalination domestic technology and equipment, which means that the relevant technology equipment manufacturers will usher in the period of development opportunities for desalination industrialization. The investment opportunities in the seawater desalination industry mainly come from the reverse osmosis method with the largest market share, the best technology and the broadest development prospects, followed by the low-temperature multi-effect method. It is understood that the current domestic market share of the two technologies is 67% and 27%, respectively.
Specific to the company level, the market is relatively optimistic about the production of reverse osmosis membrane companies South Huitong (000920), clear water source (300070), reverse osmosis method of key equipment manufacturing companies Hailiang shares (002203), HL material (002318), South Pumps (300145), the field of low-temperature multi-effects is optimistic about the key equipment manufacturers Shuangliang energy (600,481).
After the news was released, the desalination concept stocks rose on February 13th, with South Huitong opening up 5.89%, and Hailiang shares rose for two consecutive trading days starting from the 13th and rose by 4.71% on the 14th.
The industry has expected that with the introduction of opinions and a series of follow-up support policies, the desalination of the “Twelfth Five-Year Plan†will enter a period of substantial industrialization. Relevant market analysts pointed out that in the past five years, many companies in the domestic seawater desalination field have begun to practice, and current technological and cost advantages have gradually emerged. If the seawater desalination costs of the lowest cost reverse osmosis method are estimated to be 5000-6000 yuan/m3, by the end of the "Twelfth Five-Year Plan", the domestic investment in seawater desalination will reach 11 billion to 15.6 billion yuan.
The cost is lower than the South-to-North Water Transfer Project It is understood that under the background of the increasingly severe water shortage situation in China, desalination has become one of the alternative solutions to the freshwater crisis. At present, seawater desalination at home and abroad has the cost advantage of competing with other methods.
Academician Gao Congyuan of the Chinese Academy of Engineering said at a meeting last year that after 40 years of development, China has built 70 seawater desalination projects with a total installed capacity of 6.0 105 cubic meters per day and a proposed scale of More than 1.0106 cubic meters per day. At present, China has already possessed engineering capacity for 10,000-ton seawater desalination, and the cost of ton water desalination has dropped from about 7 yuan in the 1990s to about 4-5 yuan.
According to relevant market analysis and research, this figure is much lower than the current cost of the large-scale South-to-North Water Transfer Project, which costs as much as 8 yuan per ton of water. In addition, the current domestic urban residents' water use price is around RMB 4/tonne. If the cost of the pipe network and sewage treatment is not taken into account, the cost of seawater desalination has approached this level.
The emergence of cost advantages is mainly due to the maturity of domestic desalination technology. It is understood that at present, there are dozens of desalination methods, but the only commercial methods that can be applied to large-scale desalination are reverse osmosis, multi-stage flash evaporation, and multi-effect distillation. China has now become one of the countries following the United States, France, Japan, Israel and other countries to research and develop advanced technologies for desalination. Many companies have fully mastered the two major mainstream desalination technologies: reverse osmosis and distillation, and equipment costs are lower than those of foreign countries. Reduced by 30%-50%.
Equipment companies will benefit first from Huatai United Securities analysts. From a technical point of view, the main methods currently used in China are reverse osmosis and low-temperature multi-effect distillation, in which the reverse osmosis method has a continuous reduction in project cost and operating costs, and energy consumption. Less advantage is the dominant direction for future development.
The comments listed "Strengthening key technology and equipment R&D" as the top seven priorities for the next five years of work. During the “Twelfth Five-Year Plan†period, major investment in key technologies such as large-scale thermal membrane desalination and large-scale seawater circulation cooling will be increased, and key components such as reverse osmosis desalination membrane modules, high-pressure pumps, energy recovery, and thermal seawater will be increased. We will dilute the research and development of core components, and by the end of 2015, the localization rate of seawater desalination technology and equipment will exceed 70%.
Listed analysts believe that the policy focuses on strengthening the research and development of seawater desalination domestic technology and equipment, which means that the relevant technology equipment manufacturers will usher in the period of development opportunities for desalination industrialization. The investment opportunities in the seawater desalination industry mainly come from the reverse osmosis method with the largest market share, the best technology and the broadest development prospects, followed by the low-temperature multi-effect method. It is understood that the current domestic market share of the two technologies is 67% and 27%, respectively.
Specific to the company level, the market is relatively optimistic about the production of reverse osmosis membrane companies South Huitong (000920), clear water source (300070), reverse osmosis method of key equipment manufacturing companies Hailiang shares (002203), HL material (002318), South Pumps (300145), the field of low-temperature multi-effects is optimistic about the key equipment manufacturers Shuangliang energy (600,481).
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