Whether it is the increasingly hot new energy vehicles, or China's proposed "3060" carbon neutral, carbon peak goal, the new energy track has become extremely hot, the use of new energy has gradually become a demand, but also stimulate all walks of life to accelerate to the new energy track. Many environmental protection enterprises also sensitive to the new energy track business opportunities, have layout into the new energy field.
China water network has combed the layout of environmental protection enterprises in the field of new energy. Environmental protection enterprises due to the characteristics of their industry, natural layout of new energy advantages, the recent clear water source rely on membrane technology advantage to win the salt lake lithium project, is also the layout of environmental protection enterprises new energy track advantages. Not only that, recently, China Water network learned that Shaanxi Environmental Protection Group also began to accelerate the layout of new energy field. Provincial environmental protection groups entering the new energy track, also let environmental protection enterprises involved in the topic of new energy track, more attention.
The new energy track supported by the policy has poured into a number of environmental protection enterprises
This year, the new energy track shows unprecedented hot. For example, the price of industrial lithium carbonate soared to 50,000 / ton within two weeks after the Spring Festival, and Qingshan Group was forced into the air by foreign investors at the cost of 60% of a nickel mine in Indonesia. Although by May 11, industrial lithium carbonate prices have fallen, but spot bulk 42.5 to 435,000 / ton (including tax) price is still unable to resist the enthusiasm of capital on the new energy market.
Policy level earlier in the market for new energy deployment step, the State Council as early as 2020 issued by the new energy vehicles industry development planning (2021-2035) notice, the notice of the new energy automotive technology, product and development direction of planning, and points out that by 2025, China's new energy automobile market competitiveness significantly enhanced, Major breakthroughs have been made in key technologies such as power batteries, drive motors and vehicle operating systems, and safety standards have been comprehensively improved. The average power consumption of new pure electric passenger vehicles decreased to 12.0 KWH / 100 km, the sales volume of new energy vehicles reached about 20% of the total sales volume of new vehicles, and the commercial application of highly autonomous vehicles in limited areas and specific scenes was realized, and the convenience of charging and changing electricity service was significantly improved.
In the Opinions of the National Development and Reform Commission and other Departments on Promoting the Green Development of the Belt and Road Issued by the National Development and Reform Commission in March this year, it is clear that energy-saving and low-carbon transportation vehicles such as new energy and clean energy vehicles and boats will be promoted, and the Smart Transportation China plan will be promoted. We will encourage enterprises to conduct investment and cooperation in the new energy industry and the manufacturing of new energy vehicles, and encourage green and low-carbon development of enterprises that are going global.
Also successively promulgated new energy industry around the positive policy, such as the Beijing recently introduced the "Beijing traffic development and construction during the" difference "plan", points out that the transportation energy conservation and emissions reduction of carbon reduction work will continue to push deeper, green travel proportion continues to improve, continue to optimize transport structure, new energy vehicles to speed up the replacement of traditional fuel cars.
A series of events and policies have declared that the new energy track is closely watched. From the overall market performance in the first half of this year, there are also many environmental protection enterprises are accelerating the layout of new energy track.
Lithium grade in salt lake is low in China. Adsorption + membrane separation is the main technical route of lithium extraction from salt lake. In addition, the lithium plate is hot in the capital market, which accelerates the layout of environmental protection enterprises with lithium resource development technology and creates a new profit growth point.
Because of the dependence on adsorption + membrane separation technology in lithium extraction from salt lake, relevant environmental protection enterprises can show their talents in the field of lithium resource development. Many environmental protection enterprises take the lead with the help of technology to accelerate the layout of lithium extraction business from salt lake.
As early as the beginning of March this year, China Water network sorted out longjing Environmental Protection, Fresh environment, Hangguo Stock, Wangneng Environment, China Tianda and other enterprises entering the new energy track this year.
From a longer time line, there are also many environmental protection enterprises since last year, have started to layout new energy. Many environmental protection enterprises, such as Jiuwu High-tech, Sanda Membrane, Bejet, Qitqingyuan, Longjing Environmental Protection, Visaibo, Lanxiao Technology, Wanbangda, Wharton Technology, Jingjin Equipment, Bishuiyuan and so on, will maximize their technological endowment and layout the salt Lake lithium extraction business. For example, in December last year, Baijie won the bid for 5 projects of donghuake Xizang Zabuye Salt Lake project; On February 19, Sanda membrane holding membrane separation technology, Xiti Salt Lake lithium contract; On February 7, Jiugo High-tech independently developed titanium sorbents, and the Yanhu lithium extraction project was launched in Tibet.
Recently, Blue water source won minmetals Salt Lake Co., LTD. 10,000 tons/year lithium carbonate nanofiltration membrane procurement project. China Water network learned that the G series nanofiltration membrane produced by Bishuiyuan has high pressure resistance, high magnesium retention, lithium penetration capacity, better permeability, pollution resistance, higher operation stability, in line with the special needs of salt lake lithium extraction.
In addition, the new energy track has also flooded into the provincial environmental protection platform -- Shaanxi Environmental Protection Group.
Shaanxi Environmental Protection Group to join hands with state-owned enterprises, layout of new energy
On May 12, Shaanxi Environmental Protection Group and Huaneng Shaanxi Power Generation Co., Ltd. formally signed a framework agreement on new energy project cooperation.
Shaanxi province people's congress (NPC) ring information committee, deputy director of shanxi environmental protection group chairman, party secretary of Xiong Lianghu points out, huaneng group, as a state-owned backbone enterprise, in terms of electricity energy development strength, advanced technology, hope to agreement between the two sides signed as an opportunity to establish long-term communication and coordination mechanism, actively promote protocol conversion, negotiate and resolve timely, We will promote smooth cooperation and strive to set a new example of coordinated development and mutual benefit between central and local governments.
Sun Xuejun, chairman and Party secretary of Huaneng Shaanxi Power Generation Co., LTD., said that the rapid development of environmental protection group in the area of regional environmental protection is impressive, and the cooperation between the two sides has broad prospects. In the future, the two sides should make use of their respective advantages in resources and technology to strengthen exchanges and docking, speed up the implementation of projects, jointly promote local economic development and make contributions to the ecological and environmental protection in Shaanxi.
It is reported that Huaneng Shaanxi Power Generation Co., Ltd. was established in November 2008 and is directly managed by China Huaneng Group Corporation. Mainly engaged in electric power (heat) development, investment, construction, production, sales, operation and management; Development, investment, construction and management of coal and transportation related industries.
It is reported that Shaanxi Environmental Protection Group was established on December 17, 2014 and officially started operation on March 12, 2015. The registered capital of the group is 867 million yuan, including 350 million yuan from Chang 'an Huitong Co., LTD., 200 million yuan from Shaanxi Coal Chemical Group, 200 million yuan from Shaanxi Yanchang Petroleum Group, 100 million yuan from Shaanxi Nonferrous Metals Group and 17 million yuan from Shaanxi SasAC. The group is supervised by state-owned Assets supervision and Administration Commission (SASAC), which performs the responsibility of investor, and is guided by the provincial Environmental Protection Department.
Compared with other provincial environmental protection groups, Shaanxi Environmental Protection Group was established relatively early, and its environmental protection industry chain is relatively complete. Its layout in the field of water and solid waste has become mature. In the water supply, sewage treatment, water ecology, environmental science and technology, hydropower development and other plates have layout.
In terms of solid waste field, enterprises related to solid waste related to Shaanxi Environmental Protection Group include: Shaanxi Guoyuan Environmental Protection Development Co., LTD., Shaanxi Environmental Protection Industrial Park Development Co., LTD., Shaanxi Environmental Protection Group Biotechnology Co., LTD., Shaanxi Environmental Protection Industry Group Co., LTD. Yulin Branch, etc. In addition, there are plans to accelerate the listing of hazardous waste enterprises - Sanqin environmental protection.
Starting from the water market layout, shaanxi Environmental Protection Group signed a strategic cooperation framework agreement with Pengharu Environmental Protection Co., Ltd. in 2018 to carry out in-depth practical cooperation in the fields of water, solid waste and harmless disposal of organic waste. In 2021, Shaanxi Environmental Protection Group and Zhejiang Weiming Environmental Protection Co., LTD formally signed a strategic cooperation framework agreement. The two sides will take the opportunity of signing the strategic cooperation agreement to promote the early implementation of existing and potential environmental governance projects in Shaanxi province in terms of water environment governance, air environment governance, solid waste disposal, resource recovery and utilization, and carbon peak and carbon neutrality. The two sides will also organize a fund of 10 billion yuan for the investment, construction and operation of relevant projects.
It can be seen that Shaanxi Environmental Protection Group has good performance in environmental protection resource reserve and comprehensive strength of environmental protection. Set foot in the field of new energy, shaanxi environmental Protection Group will have what planning and performance, is also worth looking forward to.
At the same time, the layout of a number of environmental protection enterprises in the field of new energy, also represents that the new energy track has become one of the springboards for environmental protection enterprises to cross over, but in this process, some enterprises fight for technology, some enterprises fight for resources. Does the strong entry of the provincial environmental protection platform mean that it will be a trend for environmental protection enterprises to cross over to new energy? Will more provincial environmental protection platforms flood into the new energy field with the help of environmental protection resource advantages or technological advantages? Will continue to pay attention to ~