Attack the environmental protection enterprises! The territory of overseas projects continues to expand

In the past two years, the ceiling effect of environmental industry development has gradually emerged, the new projects in the domestic environmental protection market have gradually decreased, and the stock projects have increased under the continuous shock of the industrial environment, how enterprises respond to the call of industrial policy to develop towards high quality has become a hot topic.

And on this topic, many entrepreneurs have issued a sigh, the environmental protection industry is too "volume", internal high-pressure environment, enterprises fight technology, fight sales, fight management, fight operation... The ubiquity of competition and increasingly refined markets have also led some companies to seek business opportunities overseas.

Different from previous years, in recent years, environmental protection companies no longer layout overseas markets in ways such as corporate mergers and acquisitions, but try to attack overseas markets more carefully by participating in overseas project bidding and other forms.

01

State-owned and private enterprises are actively planning overseas markets

Since the beginning of this year, many companies have heard good news about the landing of overseas environmental protection projects.

In June, China Electrician and Indonesia Green Energy Co., LTD. (IGP) officially signed the EPC general contract for the waste incineration treatment project in Palembang, Indonesia. The Indonesian Palembang Waste incineration project is located in the city of Palembang along the Musi River in the east of South Sumatra, Indonesia. The project plans to handle 1,000 tons of domestic waste per day, and is equipped with 2 medium-temperature sub-high pressure waste heat boilers and 1 20MW condensing turbine unit.

On June 1, PowerChina International signed a strategic cooperation Agreement with Thailand Superpower Co., Ltd. and Kangheng Holdings Co., Ltd. on the Framework of 1000t/d Waste incineration Power generation Project in Nuanburi, Thailand. Thailand Nuanburi phase 1 1000t/d waste incineration power generation project main work content is the design, procurement, construction, operation and maintenance of 1000t/d waste incineration power station and its delivery line. After completion of the project, it will become the first large-scale waste-to-power project in Thailand to be cooperated by Chinese and Thai enterprises, which will set a model of cooperation for Chinese enterprises in the field of solid waste treatment in Thailand, and will further promote Chinese and Thai enterprises to expand more areas of cooperation.

On July 11, Chengfa Environment signed a cooperation framework agreement with Oligo Group. The two sides will take the Tangerang Waste power Project in Indonesia as an opportunity to establish a strategic partnership, cooperate on solid waste disposal in Indonesia, jointly build a model of transnational cooperation between enterprises, and help the development of environmental protection industries in the "Belt and Road" countries.

In August, Boschco successfully signed the PM6 wastewater treatment project of a paper industry in Turkey, achieving zero breakthrough in the Turkish market.

In August, Bishuiyuan won the bidding notice of the sewage treatment project of China Road and Bridge Engineering Co., LTD. Serbia Branch, successfully won the first batch of urban part of the integrated sewage treatment plant equipment and supporting service project in Serbia's largest public infrastructure project, providing 5 Bishuiyuan intelligent integrated sewage treatment equipment (ICWT) and supporting services for the project.

On August 28, Hanlan announced the acquisition of 40% equity of New Source China, adding 4,500 tons/day of waste incineration power generation, including 3,300 tons/day of overseas projects (Bangkok).

From September 14 to 16, Yadi, president of Danareksa, Indonesia's state-owned capital operation company, and nearly 40 people went to Guangdong to visit CITIC Environmental Technology Company and its projects in Guangdong, and signed a memorandum of understanding on strategic cooperation to jointly promote the construction of sewage treatment projects in Indonesia.

On November 14, Junxin Shares reached a consensus with the municipal government of Bishkek, capital of the Kyrgyz Republic, and signed the Framework Agreement on Waste Incineration Power Generation Project. According to the framework agreement, the franchise period of the project is 35 years (including the construction period), and the specific period will be specified in the investment agreement. The waste disposal scale of the project is planned to be 3,000 tons/day, and Junxin Shares are constructed in stages according to the requirements of Bishkek City government. Among them, the initial construction of a waste incineration power plant with a processing scale of 850 tons/day, and then according to the amount of waste in Bishkek City of Chuhe Prefecture and government requirements, a new waste incineration plant will be built to handle the new waste.

In November, Shanghai Electric Power Station Group successfully won the bid for Qatar Vinyl Company's annual output of 350,000 PVC plant debrine project, successfully opened Qatar's water treatment market, it is reported that Qatar Vinyl Company's total production of 350,000 tons of PVC plant, Qatar National Energy Company investment construction of the first PVC project, with a typical demonstration of local industrial upgrading significance. The project is expected to be completed in 2025.

02

Exploring in uncertainty may open a new blue ocean

Today, domestic environmental protection enterprises are going through a lot of uncertainty in the internal market, at this stage, choose to go out and explore the market, which also represents the current environmental protection enterprises have the capital and strength to go abroad.

Different from around 2016, the environmental protection industry set off a wave of overseas mergers and acquisitions. Since the beginning of this year, the pace of overseas expansion of environmental protection companies has been more cautious and steady, and the sea has not only the stars of the sea, but also the choppy waters.

It can be seen from the above overseas projects of environmental protection enterprises that enterprises entering the overseas environmental protection project market are no longer in the camp of a single state-owned asset. Both private and state-owned enterprises have gained a foothold in the overseas environmental project market.

It can be seen that in the thorns of overseas environmental protection markets, more attention is paid to whether enterprises have a skill. Such as the membrane technology of the clear water source, from the industrial wastewater began to prosper Bosch Co, etc., are with excellent technical strength of the enterprise.

In general, the environmental protection market of 1.4 billion people and the environmental protection market of 8 billion people, the market volume and demand are different, but the excellent strength of enterprises is a universal law.

Further from the selection of project strategic markets by environmental protection enterprises, it can be seen that Indonesia, Thailand, the Kyrgyz Republic, Turkey, Qatar and other countries are members of the "Belt and Road".

Environmental protection enterprises can accompany the implementation of the Belt and Road policy, sniff out business opportunities, and quickly penetrate the regional environmental protection market, which is also one of the manifestations of the policy to benefit the environmental protection industry.

In terms of the number of Belt and Road member states and the development status of the environmental protection market, the current enterprises only go deep into a small number of countries to develop environmental protection business. Although overseas markets also hide some uncertain risks, when the policy releases a good signal, the future overseas environmental protection market with the Belt and Road member states as the axis may be promising.

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