With the steady growth of China's population, the continuous advancement of urbanization and the development of the economy, the amount of domestic garbage generated in China has continued to increase, and the demand for treatment has become increasingly strong. Domestic garbage classification and treatment facilities are an important part of the environmental infrastructure of cities and towns, and are the basic guarantee for promoting the implementation of the domestic garbage classification system and realizing the reduction, resourcefulness and harmless treatment of garbage. Accelerating the construction of domestic garbage classification and treatment facilities and upgrading the level of domestic garbage classification and treatment in the whole society is an effective measure to improve the ecological environment of cities and towns and safeguard people's health, and is of great significance in promoting the construction of an ecological civilization to achieve new progress and the degree of civilization of the society to get new improvement.
Waste treatment of the main listed companies: Green Power (601330), Willey (300190), Hanlan Environment (600323), China Tianying (000035), Wang Neng Environment (002034), Dongjiang Environmental Protection (002672)
This article core Data: domestic waste generation, domestic waste treatment capacity, domestic waste harmless treatment rate, domestic waste collection and transportation capacity
1, China's domestic waste increased year by year, only 70% of the classified collection and transportation
According to the Ministry of Ecology and Environment published the "2020 National Solid Waste in Large and Medium-sized Cities Annual Report on Prevention and Control of Pollution and Environment, in 2019, 196 large and medium-sized cities generated 235.602 million tons of domestic waste and processed 234.872 million tons, a treatment rate of 99.7%. The amount of domestic waste generated in China's 200 large and medium-sized cities has been climbing year by year, growing from 161.488 million tons in 2013 to 235.602 million tons in 2019.
However, the data show that in the "13th Five-Year Plan", only 500,000 tons/day of domestic waste will be collected and transported, and it is roughly estimated that by the end of 2020, only 182.5 million tons of domestic waste will be collected and transported, which is only 70% of the total amount of waste collected and transported in large and medium-sized cities.
China's rapid economic development, and population growth and urban-rural integration of the pace of development continues to accelerate, the urban population gradually concentrated, accompanied by the accumulation of more and more domestic waste. The production of large quantities of household garbage has caused harm to the environment, and garbage disposal has become a key issue in sustainable development, and the basis of garbage disposal is built on the classification and transportation.
2, "Thirteenth Five-Year Plan" development review of domestic waste treatment
--domestic waste treatment capacity of more than 1.27 million tons per day
During the 13th Five-Year Plan period, all regions steadily promoted the classification of domestic waste, actively carried out the construction of facilities for separate disposal, separate collection, separate transportation and separate treatment, vigorously implemented incineration, further improved the collection and transportation system, and promoted a significant increase in the capacity of domestic waste treatment, and an obvious optimization of the treatment structure, which has provided a solid foundation for the high-quality development of the industry. To promote the high-quality development of the industry to lay a solid foundation.
From December 1, 2019, the "symbol of domestic waste classification" officially came into force, 46 key cities in the urban areas of the first implementation of mandatory classification of domestic waste; as of the end of 2020, 46 key cities to carry out the classification of domestic waste for the first time, demonstration and guidance, the coverage rate of residential neighborhoods reached 86.6%.
--To be improved: "classification and collection and transportation" is the focus
"13th Five-Year Plan" period China's urban living garbage disposal capacity has been significantly enhanced (urban living garbage disposal capacity of more than 1.27 million tons per day in 2020), the structure of garbage disposal has been significantly optimized (urban living garbage incineration treatment rate of about 45%), in this context, "14th Five-Year Plan" urban living garbage disposal will shift to the classification of garbage collection, transportation and disposal system.
Currently, the urban household waste classification and disposal facilities still have insufficient treatment capacity, regional development imbalance, the stock of landfill facilities, environmental risk potential hazards, management system and mechanism is not sound and other issues, to achieve high-quality development of the industry is facing greater difficulties and challenges. About 50% of the country's cities (including prefecture-level cities and county-level cities) have not yet built incineration facilities, most counties incineration treatment capacity has a large gap.
The utilization rate of urban domestic waste resource utilization is about 50%, with much room for improvement. The harmless treatment capacity in the central and western regions is still insufficient, and the harmless treatment rate of domestic garbage in the established towns in the western and northeastern parts of the country is less than 30%, which is far lower than the target requirement of 70% put forward by the relevant plan in the "13th Five-Year Plan".
From the point of view of domestic garbage collection and transportation, except for 46 key cities, most prefecture-level cities and counties have yet to set up facilities for separate collection and transportation of domestic garbage.
On December 4, 2020, the Ministry of Housing and Construction (MOHURD) held a press briefing to interpret the policy of "Several Opinions on Further Promoting the Classification of Domestic Waste" (hereinafter referred to as "Opinions"). The Ministry of Housing and Construction introduced that the classification of domestic waste in 46 key cities in China has covered more than 77 million households, and the coverage rate of residential neighborhoods is 86.6%; the food waste treatment capacity of 46 key cities has been increased from 34,700 tons/day in 2019 to 62,800 tons/day, and the recycling rate of domestic waste averages 30.4%; 15 cities have reached or exceeded 35%. In addition to 46 key cities, all other cities at prefecture level and above have formulated and issued implementation plans, and have fully launched the work of domestic waste classification.
3, "14th Five-Year Plan" domestic waste treatment development focus
-- "classification" and "collection "
During the "14th Five-Year Plan" period, the construction of domestic waste classification and treatment facilities has entered a critical period. According to the "14th Five-Year Plan" for the development of urban living garbage classification and treatment facilities, China's living garbage disposal to improve the quality of the urban ecological environment as the core, to protect people's health as the starting point, to promote the reduction of living garbage, resource utilization, harmlessness as the focus of efforts to make up for the shortcomings of the strong weaknesses, and strive to solve the urban living garbage classification and treatment facilities, and accelerate the construction of the urban living garbage classification and treatment facilities. The government has also made efforts to solve the outstanding problems of urban living garbage classification and treatment facilities, accelerated the establishment of a living garbage treatment system that classifies garbage, collects garbage, transports garbage and treats garbage in a classified manner, and made new contributions to the formation of a green production and lifestyle, the promotion of a fundamentally better ecological environment, and the promotion of the construction of a beautiful China.
By the end of 2025, 46 key cities, including municipalities directly under the central government, provincial capitals and cities with separate plans, will further improve their capacity to classify and treat household garbage; prefectural-level cities will basically build a system for classifying and treating household garbage in accordance with the local conditions; and counties with the conditions in Beijing-Tianjin-Hebei and the neighboring areas, the Yangtze River Delta, Guangdong-Hong Kong-Macao Great Bay Area, Yangtze River Economic Belt, Yellow River Valley, and the Pilot Area of Ecological Civilization will basically build a system for classifying and treating household garbage. Classification and treatment system; encourage other areas to actively enhance the level of coverage of garbage classification and treatment facilities. Support for the establishment of towns to speed up to make up for the short board of domestic garbage collection, transfer, harmless treatment facilities.
--Special funds to support "domestic garbage classification and treatment"
On May 9, 2021, the National Development and Reform Commission (NDRC) issued the "Pollution Control and Energy Saving and Carbon Reduction Central Budgetary Investment Special Management Measures", the measures said, to strengthen and standardize the pollution management and energy saving and carbon reduction special central budget investment management, improve the effectiveness of the use of central funds, mobilize social capital to participate in pollution management and energy saving and carbon reduction enthusiasm. For sewage and garbage treatment, the special project will focus on supporting the construction of environmental infrastructure projects such as sewage treatment, sewage resource utilization, urban household garbage classification and treatment, and centralized disposal of urban medical waste and hazardous waste in various places.
Funding support standards have urban living garbage classification and treatment projects, according to the East, Central, West and Northeast region, respectively, not more than 30% of the total investment in the project, 45%, 60%, 60% of the control, the amount of support for a single project in principle, not more than 50 million yuan, except for major innovative demonstration projects.
For more data, please refer to China's Domestic Waste Disposal Industry Development Outlook and Investment Forecast Analysis Report published by Prospect Industry Research Institute