The rapid economic development of my country is at the expense of the environment. This cost is prominently reflected in the large resource consumption, serious environmental pollution, especially the pollution of water resources. This development is unsustainable. With the implementation of the scientific development concept and the construction of a harmonious society, the water industry has good development opportunities: a substantial increase in investment and the establishment of a reasonable price mechanism.
Water prices and sewage treatment prices are expected to increase
The low price of tap water in my country, on the one hand, causes waste of water resources, on the other hand, makes water investment in low efficiency, difficult to attract new investment, pipeline network equipment is outdated, and water supply quality and capacity are limited. At the same time, the price of sewage treatment in my country is seriously low, and it can only be profitable by relying on government subsidies, resulting in a serious shortage of investment in sewage treatment in my country, a low start-up rate of existing sewage facilities, and a low sewage treatment rate. Cause serious water resource pollution.
The vice minister of the Ministry of Construction pointed out a few days ago that my country's urban water supply security is facing severe adjustments. Specifically, the situation of increasingly severe urban water environment pollution has not been reversed, the total amount of sewage treatment facilities is insufficient, and the urban water supply security is facing severe tests. The top priority is to actively introduce market mechanisms and optimize the efficiency of urban water resource allocation through price signals. The National Development and Reform Commission is planning to adjust the pricing of water, gas, etc. It is expected that the water price and sewage treatment price will be raised, and the profitability of water enterprises will be greatly improved.
Environmental protection investment has increased significantly
A relevant person in charge of the State Environmental Protection Administration recently revealed that during the "Eleventh Five-Year Plan" period, my country's total social environmental protection investment is expected to reach 137.5 million yuan, an increase of 650 billion yuan over the "Tenth Five-Year Plan" period, an increase of nearly one-fold. Among them, urban environmental infrastructure investment is about 660 billion yuan, and industrial pollution sources investment is about 210 billion yuan. The engineering volume and sewage treatment volume of sewage treatment enterprises will increase significantly, and those water enterprises with experience in sewage engineering construction and operation management will gain the opportunity to expand.
Focus
Shouchuang Shares (600008): The company actively expands its water business and establishes Shouchuang Weishui Investment Co., Ltd. (the company holds 51% of the shares) with the world's water giant Vivendi to strengthen its professional, large-scale operation and market development capabilities in the water field. In order to welcome the 2008 Olympic Games, Beijing's sewage treatment rate will be increased from 40% to 90%, and the price of domestic water for residents will also be increased from the current 2.9 yuan/ton to 6 yuan/ton, which will indirectly bring huge business opportunities to Shouchuang Shares. In addition, the company has also carried out water supply and sewage treatment plant projects in Ma'anshan, Jiangsu, Zhejiang and other places. The company's future development goal is to strive to achieve coverage of more than 30% of the Chinese market in about three years, with a daily water treatment capacity of 15 million tons, so that the company can take another step towards becoming the leader of China's water industry.
Chuangye Environmental Protection (600874): Tianjin's leading sewage treatment company, with rich experience in sewage engineering construction and sewage treatment operations. Currently, the company is expanding outwards. The acquired Guizhou Chuangye Water Company has generated revenue in 2004. The company signed a cooperation framework agreement with the Chibi Municipal Construction Bureau on May 18, 2004, intending to finance the construction and operation of the Chibi Municipal Sewage Treatment Plant in the form of BOT, and to acquire and operate the First Water Plant, the Second Water Plant and the Pufang Water Plant under the Chibi Municipal Water Supply Corporation in the form of TOT. The company also won the bid for the Hangzhou Qige Sewage Treatment Plant bidding project this year. External acquisition and expansion are the company's future growth momentum.
Hejia Resources (000826): After Beijing Sound Environmental Protection Group took over, the company's main business shifted to the investment, operation and construction of municipal water supply and sewage treatment projects. Beijing Sound is a leading environmental protection enterprise in my country with strong strength, laying a relatively solid foundation for the company's long-term development. The company has successively obtained the investment, construction and operation business of the Nanjiao Sewage Treatment Plant in Baotou, Inner Mongolia and the Xianghu Sewage Treatment Plant in Nanchang, Jiangxi in the form of BOT. The total investment of the two projects is 505 million yuan, and the total design scale is 400,000 tons/day.
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