The main listed companies for garbage disposal: Green Power (60 1330), Willie (300 190), Hanlan Environment (600323), China Tianying (000035), Wang Neng Environment (002034) and dongjiang environmental protection (002672).
The core data of this paper: the scale of kitchen waste production, the processing capacity of kitchen waste and the processing rate of kitchen waste.
1, current situation of kitchen waste treatment
-The output of kitchen waste is increasing, and the treatment rate is only 15%.
Food waste refers to food residues in restaurants, restaurants, canteens, etc. And processing wastes of fruits and vegetables, meat, oil, pasta, etc. In the kitchen; Kitchen waste refers to perishable organic waste such as fruits and vegetables, food residues, leftovers, melon and fruit peels discarded in daily life; Both are collectively referred to as kitchen waste.
With the upgrading of consumption and the rapid development of catering industry in China, especially the rapid development of take-away industry, the amount of kitchen waste is also increasing year by year. In 20 15, the national kitchen waste output reached 94.75 million tons, and the average daily output reached 260,000 tons/day. In 20 19, the national kitchen waste output reached120.75 million tons.
In 2020, due to the outbreak of the epidemic, people's lifestyles have undergone great changes. Although the restaurants and canteens of schools and companies have closed down, the food waste generated by cooking at home has increased.
Considering that the amount of kitchen waste generated by eating out is higher than that generated by home cooking, the total amount of kitchen waste generated in China will increase to/kloc-0 1.2775 billion tons in 2020, but compared with 20 19 years, the increase rate will decrease slightly from 5.9 1% to 5.79%. In 202 1 year, people's life will gradually return to normal, so the amount of kitchen waste will continue to increase.
The output of kitchen waste in China has gradually increased, which has caused a burden on the ability of environmental self-repair. At present, the processing capacity of kitchen waste in China is far lower than the output of kitchen waste. The construction of kitchen waste treatment facilities in China started late, and large-scale pilot construction began gradually during the Twelfth Five-Year Plan period.
During the "Thirteenth Five-Year Plan" period, the pilot work of kitchen waste treatment was steadily advanced, and the processing capacity of kitchen waste was greatly improved. Strive to increase the processing capacity of kitchen waste by 34,400 tons/day, which will reach 55,900 tons/day in 2020. Compared with China's kitchen waste output of 350,000 tons/day in 2020, China's kitchen waste treatment rate is only 15%.
-The processing capacity of kitchen waste in 46 key cities has increased by 80%.
On February 4th, 2020, 65438 Ministry of Housing and Urban-Rural Development held a news briefing to interpret the Opinions on Further Promoting Domestic Waste Classification (hereinafter referred to as Opinions). According to the data of the Ministry of Housing and Urban-Rural Development, the processing capacity of kitchen waste in 46 key cities nationwide increased from 34,700 tons/day in 2065 and 438+2009 to 62,800 tons/day, with an annual growth rate of 80.97%.
2. The 14th Five-Year Plan focuses on the development of kitchen waste treatment.
-To improve the treatment efficiency and strengthen the construction of kitchen waste treatment facilities.
During the Tenth Five-Year Plan period, the construction of classified treatment facilities for domestic waste entered a critical period, in which the classified treatment of kitchen waste was a key development project. According to the third of the ten projects in the development plan of urban domestic waste sorting treatment facilities in the tenth five-year plan, the task of "building kitchen waste treatment facilities" fully embodies the development importance of kitchen waste treatment.
-Strengthen the classified recycling of kitchen waste and implement metering and charging for non-resident kitchen waste.
On 20021May 18, the National Development and Reform Commission issued the "Notice on the Action Plan for Deepening the Reform of Price Mechanism during the Tenth Five-Year Plan", saying that with the improvement of people's living standards, higher requirements have been put forward for the supply of public services.
During the "Fourteenth Five-Year Plan" period, the state will guide all localities to speed up the reform of public service prices. In order to make up for shortcomings, foster strengths and avoid weaknesses, continuously improve the quality and efficiency of public service supply, and enhance people's sense of gain and happiness, six public service price reform projects will be launched.
Article 6 In order to promote local governments at or above the county level to establish a charging system for domestic garbage disposal, the charging standards shall be formulated and adjusted reasonably. Non-resident kitchen waste shall be metered and charged. Explore the establishment of a payment system for domestic garbage disposal in areas where conditions permit.
The implementation of non-resident kitchen waste metering and charging begins with non-residents (restaurants, public canteens, etc.). ), which opens a breakthrough for the charge of wet waste treatment after garbage classification, urges restaurants and other public canteens to make rational use of ingredients without extravagance and waste, further strengthens the classified recovery of kitchen waste and improves the treatment efficiency of kitchen waste.
—— For more data, please refer to the Analysis Report on Development Prospect Forecast and Investment Strategic Planning of China Kitchen Waste Treatment Industry issued by Forward-looking Industry Research Institute.