The tens of billions of markets for the ultra-low emission transformation schedule of the steel industry will be launched

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Editor's Note: On May 16, the China Securities Journal reporter learned from the Ministry of Ecology and Environment that the Ministry of Ecology and Environment released the "Work Plan for Ultra-low Emissions Transformation of Iron and Steel Enterprises (Consultation Draft)". The plan clarifies the timetable for enterprises to complete ultra-low emission transformation. By the end of October 2020, key areas such as Beijing-Tianjin-Hebei and Yangtze River Delta will be basically completed. Before the end of 2025, enterprises with transformation conditions in the country will strive to achieve ultra-low emissions. The analysis believes that the ultra-low emission transformation of this industry will kick off the national non-electrical bidding transformation, which will bring about 60-90 billion yuan of market space. The plan puts forward the measures of “incentive + squeezing”. The steel enterprises that have completed the transformation can not limit production or reduce production in autumn and winter, and can effectively promote the ultra-low emission transformation process.

Industry ultra-low emission renovation schedule released

60 billion to 90 billion yuan of market space will be opened

China Securities Journal reporter Ouyang Chunxiang

On May 16, the China Securities Journal reporter learned from the Ministry of Ecology and Environment that the Ministry of Ecology and Environment issued the "Working Plan for Ultra-low Emissions of Enterprises (Consultation Draft)". The plan clarifies the timetable for enterprises to complete ultra-low emission transformation. By the end of October 2020, key areas such as Beijing-Tianjin-Hebei and Yangtze River Delta will be basically completed. Before the end of 2025, enterprises with transformation conditions in the country will strive to achieve ultra-low emissions.

The analysis believes that the ultra-low emission transformation of this industry will kick off the national non-electrical bidding transformation, which will bring about 60-90 billion yuan of market space. The plan puts forward the measures of “incentive + squeezing”. The steel enterprises that have completed the transformation can not limit production or reduce production in autumn and winter, and can effectively promote the ultra-low emission transformation process.

Orderly promotion

The plan proposes that all new (including relocation) projects should reach ultra-low emission levels. By the end of October 2020, enterprises with transformation conditions in the key areas of air pollution prevention and control in Beijing, Tianjin and Hebei, the Yangtze River Delta, and the Yan Plain will basically complete the ultra-low emission transformation; by the end of 2022, the Pearl River Delta, Chengdu, and Central Liaoning Wuhan, its surrounding areas, Changsha, Zhuzhou and Xiangchang, Wuchang and other areas have been basically completed; by the end of 2025, enterprises with transformation conditions across the country will strive to achieve ultra-low emissions.

The specific indicators are clear: the sintering machine head flue gas, the pellet roasting flue gas under the condition of 16% of the baseline oxygen content, the hourly average emission concentration of particulate matter, sulfur dioxide and nitrogen oxides are not higher than 10, 35, 50 mg / cubic respectively. The average hourly emission concentration of particulate matter, sulfur dioxide and nitrogen oxides of other pollution sources is not higher than 10, 50, 150 mg/m3 respectively.

Wang Wei, an environmental analyst at Everbright Securities, believes that the above indicators are more stringent than before, fully reflecting the government's attitude toward winning the blue sky defense war. While the indicators are becoming stricter, avoid “one size fits all” and implement orderly advancement from time and region.

The plan proposes that enterprises should strengthen the automatic monitoring of pollution discharge and install an automatic online monitoring system at the main discharge ports.

The 2018 government work report clearly stated that this year we will promote the ultra-low emission transformation of other industries. The subsequent National Environmental Protection Work Conference once again stressed that this year will start the industry's ultra-low emission transformation. Previously, the ultra-low emission conversion of thermal power has started from July 2014. According to the requirements, by 2020, all the qualified power plants in the country will achieve ultra-low emissions.

Li Qilin, the secretary of the Clean Environment, told the China Securities Journal that the ultra-low emission policy was slightly more than expected. The ultra-low emission reform of thermal power has entered the middle and late stages, and the industry requires the nationwide promotion of ultra-low emission standards, which means that the non-electrical industry bidding transformation market is open, which has a positive effect on the atmospheric treatment industry.

"Incentive + forced"

The plan proposed incentives for reducing and exempting environmental protection taxes, implementing differentiated electricity price policies, increasing financial support and credit financing support, and tax incentives. Enterprises that propose an air pollution emission concentration lower than 50% of the pollutant discharge standard shall be subject to a 50% reduction in environmental protection tax.

In the initial stage of ultra-low emission renovation, enterprises that have completed ultra-low emission transformation will be given appropriate electricity price policy support. For enterprises that have not completed the overdue period, the price increase can be implemented on the basis of the current electricity price. The price increase standard is not higher than 0.1 yuan per kWh.

Implement peak-peak production and peak-peak transportation in the autumn and winter industries in key areas. According to the level of pollution emission performance, enterprises that have not completed ultra-low emission transformation will increase the intensity control of peak production, and will not limit production or reduce production if the transformation is completed.

Wang Wei believes that this plan promotes two-way policy. On the one hand, it gives incentives for environmental protection tax reduction and exemption for enterprises that implement ultra-low emission reform; on the other hand, it applies electricity price increase to enterprises that have not completed ultra-low emission reform. Make full use of the successful experience in the ultra-low emission reform of thermal power, and promote the ultra-low emission transformation process through “incentive + reverse”.

Hao Jiming, an academician of the Chinese Academy of Engineering and a professor at the Environmental College of Tsinghua University, said earlier that the ultra-low emissions of the thermal power industry can be quickly launched, which is directly related to incentive policies such as desulfurization and denitrification tariff subsidies. In the non-electrical industry, the lack of environmental incentives, environmental protection investment and high cost of compliance with pollution have become a major obstacle to the industry's ultra-low emissions.

Tens of billions of markets will start

Wang Wei believes that the ultra-low emission reform of this industry will kick off the national non-electrical bidding transformation, and the non-electrical bidding transformation market is expected to usher in new development. It is expected that the mid-to-late 2018 to 2019, the non-electrical bidding transformation orders will have a positive impact on the performance of related companies.

Li Qilin said that the concentration of the industry is high. After the de-capacity, a number of small enterprises will be shut down, and the remaining large and medium-sized enterprises will have improved profitability and ability to pay. The environmental protection policy has become stricter, and enterprises have paid more and more attention to environmental protection issues and promoted ultra-low emission transformation.

Guoxin Securities Research reported that the ultra-low emission transformation will bring about 60-90 billion yuan of market space. According to the renovation schedule, about 50% of the transformation market will be completed by 2020, and the corresponding market space will be 30 billion to 40 billion yuan. This year and next year will be the year of the outbreak of orders, and it is estimated that the annual market will add 15 billion yuan.

It is worth noting that this program will add multiple markets. First, the wet desulfurization process of the factory must now be modified or newly built semi-dry method and active coke process; second, the policy emphasizes the pollution control of the whole process, and the investment is relatively large, and there is a dedusting and other steps in the converter. It is estimated that the new market will be 100. About 100 million yuan; Third, the new standard puts higher requirements on monitoring instruments, and basically needs to replace online monitoring instruments, bringing new increments in the monitoring market.

Li Qilin analyzed that the industry's ultra-low emission transformation has certain technical difficulties, and the technology-oriented company or the company with comprehensive strength will take the lead in benefiting from the non-electrical improvement. The clean environment has some technology in terms of ultra-low emissions, and has done more than a dozen cases in the industry.

In addition, Longjing Environmental Protection is the leading company in the industry for flue gas treatment. It has core technology and equipment engineering capabilities in the non-electrical industry. Its innovative sintering flue gas dry super clean and synergistic denitration technology is in the leading position in the industry.

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