60 billion yuan, the expansion of the bag filter industry market expansion
60 billion yuan, the expansion of the bag filter industry market expansion
Since entering June, Ye Wen (a pseudonym), the vice president of a large bag filter manufacturer, is in a good mood. The good news released in succession shows that the bag filter industry will usher in the development of “spring”. On June 14th, Premier Li Keqiang of the State Council deployed 10 measures to prevent and control air pollution and announced the launch of PM2.5. The Ministry of Environmental Protection recently listed a series of industrial pollution guidance documents to classify bag filters as standard equipment. According to industry insiders, the whole country The air pollution prevention action plan is about to be released... Wang Huailiang, a senior securities official, estimates that more than 60 billion yuan of market demand will be released.
Some industry people are suspicious of the "60 billion market demand." They believe that the gold content of the market demand of 60 billion yuan is worthy of scrutiny when the environmental protection standards are relatively loose, the public environmental awareness is relatively backward, and some local monitoring and regulatory agencies are derelict, and the underlying rules of low-cost bidding are rampant. Then, for the bag filter industry, is the legendary market demand of 60 billion yuan a feast, or is it self-entertainment on paper?
Bag filter will be "Great Leap Forward"?
“We have emitted more air pollutants from the world*, but we do not have the corresponding accommodation space.” Wu Shanzhen, secretary general of the Bag Dust Removal Committee of the China Environmental Protection Industry Association, said, “Particle pollution is the main cause of haze weather. Industrial dust emission is the main source of particulate pollution. China's air pollutant emissions are huge. According to the public data provided by the environmental protection department, the total emissions of sulfur dioxide and nitrogen oxides in 2010 were 22.678 million tons and 22.736 million tons, respectively. ***. The emission of smoke dust is 14.461 million tons, far exceeding the environmental carrying capacity, and the bag filter is the 'main force' for the control of industrial smoke (powder) dust.
"**The dust collector mainly includes two types of electric precipitators and bag type dust collectors. For the treatment of dust, the bag type dust collector has the characteristics of stable operation and **, and the actual dust removal efficiency can reach above 99.95%. Flue gas dust emission concentration can reach the standard below 15 mg/m3 without costly. For fine particles with a particle size below 10 microns, the bag filter can capture more than 90%. It can be said that currently Only the bag filter can effectively control fine particles, so it is widely used in more than 20 industries such as steel, cement, electric power, non-ferrous smelting, waste incineration, etc. China's particulate matter emission control has entered a strong eradication of PM10, PM2.5 era, if Can not effectively reduce the emission of ultra-fine particles, beautiful China and air pollution control targets can not be achieved. In other words, in order to further control the emissions of smoke dust, PM2.5 capture will be the focus." Wu Shanzhen said.
Professor Sun Xi, director of the Filter Materials Testing Center of Northeastern University, said: “The waste incineration flue gas contains a variety of harmful gases. The characteristics of the 'fixed bed' of the bag filter are of great value to the purification of waste incineration flue gas. One of the purification methods of dioxin is to remove the activated carbon and then remove it with a bag filter."
It is reported that China's bag-type dust removal technology has made rapid progress, and many raw material problems and technical problems that could not be solved before have been successfully solved. Such as cement kiln head, aramid used for kiln tail, pulse valve for polyimide fiber and cleaning, PTFE fiber for waste incineration plant, glass fiber blending technology, PPS fiber and filter material for power industry, membrane Technology and membrane filtration materials, which used to rely mainly on imports, are now mostly domestically produced. In addition, the design and manufacturing capacity of China's bag filter has reached the world's advanced level, such as bag filter for blast furnace gas purification, tail bag filter for cement kiln head; hundreds of millions of dollars of products are sold to the United States and Japan each year in China. , India, the Middle East and other countries and regions.
The tens of billions of market demand is about to be released?
As the person in charge of one of the leading companies in bag filter, Ye Wen believes that the continuous introduction of favorable policies indicates that the industry environment is heating up. “It is obvious that the bag filter market will be greatly expanded,” he said.
Ye Wen said that under the background of the current focus on PM2.5 and PM10, the bag dust removal application market is expected to expand further. According to the ** report released by the China Environmental Protection Industry Association Bag Dust Removal Committee this year, the cement, non-ferrous metal smelting and thermal power industries will provide huge market space for the development of bag filters.
The documents issued by the National Development and Reform Commission and the Ministry of Environmental Protection stipulate that after the waste heat of the cement kiln head and the kiln exhaust is used, it must be treated by a bag filter to make the concentration of particulate matter in the flue gas meet the discharge standard requirements, other ventilation production equipment and dusting points. A bag filter should be used. The dust source generated by each production process in the steel industry is encouraged to use the ** bag filter. According to public data, more than 90% of the 800 million kilowatts of active thermal power units that have been put into operation in China are equipped with electrostatic precipitators. For example, the bag-type dust collectors are replaced by an average cost of 50 yuan/kW, and the potential market space is 36 billion yuan. .
According to national and local environmental protection requirements, cement kilns should strengthen the control of nitrogen oxide emissions, strictly control ammonia escape, and strengthen the safe management of reducing agents such as liquid ammonia. In the steel industry, desulfurization should be fully implemented in the sintering flue gas, taking into account the removal of multi-component pollutants such as nitrogen oxides and dioxins. According to estimates by relevant people, less than one-tenth of the cement production lines in the country have installed denitration equipment. In the future, 90% of the cement production lines need to be rebuilt, and the market space is huge.
Market analysts pointed out that PM2.5 in 33 cities in China is seriously exceeding the standard. In the future, the market improvement space is mainly aimed at improving the actual dust removal, desulfurization and denitration efficiency, and conducting investigations on dust removal, desulfurization and denitrification facilities that cannot meet the standard, and rectifying within a time limit. According to the public data, there are 4,659 desulfurization units currently in operation in China, with a total installed capacity of 718 million kilowatts. Assume that 50% of the desulfurization facilities need different degrees of transformation, the average transformation cost is 60 yuan / kW, and the potential market size is 21.5 billion yuan. The current desulfurization market is about 10 billion yuan.
Is there an undercurrent that hinders the release of market demand?
Yu Xia (a pseudonym), marketing manager of Beijing Bohai Qingtian Technology Environmental Protection Co., Ltd., is also paying attention to the expansion of the bag filter market. Although Yu Xia and Wu Shanzhen did not talk about it, their views are consistent: the environmental protection policy and its implementation have a great decisive effect on the expansion of the bag filter market, and the current policy intensity and supervision are obviously insufficient, and the market is expanding. It may not be easy.
"Whether for a country or an industry, China's air pollution has reached the time of the problem." Wu Shanzhen said. As a weapon for adsorbing PM2.5 fine particles, bag filter is one of the indispensable equipment for promoting energy saving and emission reduction. However, the scale of development of the industry has always been inconsistent with its important position. According to public data, in 2005, the industrial output value of bag filter was 6.496 billion yuan, and in 2012 it was 14.674 billion yuan, which only more than doubled in six years; its market share of dust removal equipment was 46 in 2005. % increased to 55% in 2012, with a growth rate of less than 10%.
"China's population density is large, industries are so concentrated, air pollution is serious, and it is time to implement the world's strict emission standards. However, China's current environmental standards are not perfect, emission standards are lagging behind, environmental protection supervision is not enough, and law enforcement is not strict. Many enterprises that are not environmentally conscious and have no sense of social responsibility can take advantage of them. In order to cope with inspections or barely meet national standards, some enterprises purchase bag-type dust collectors that are extremely cheap and have poor dust removal effect, and have not been modified for many years. Broken and not replaced, making it a device that can't play a corresponding role at all." Wu Shanzhen said.
“The environmental protection industry has always been a passive market. Owners often invest in environmental protection facilities because of policy pressure. If this pressure is not strong enough, or if alternative measures can be found, the owner will not spend money to buy environmentally friendly equipment with superior performance. Satisfied with the status quo of 'have'." Ye Wen said.
In the past, the unspoken rules are one of the undercurrents that hinder the development of the industry. "Fake, adulteration, and work-scraping are common occurrences; the bag-type dust removal industry currently has serious overcapacity and low-end products, which is related to the industry's popular low-cost bidding. The bidding procurement should have strict regulations, and the current low-price bidding phenomenon Generally speaking, many bidding prices are losing money. The products provided by enterprises are definitely not the quality products of regular manufacturers, and it is difficult to meet the standards."
“The average profit margin of bag filters is very low, less than 10%. Most companies have been struggling on the survival line.” Wu Shanzhen sighed.
Where is the market expansion escort ship?
As a senior researcher who has participated in many national research projects on bag dust removal technology, Professor Sun Xi knows the ups and downs of the bag filter industry. He believes that the entire environmental protection industry, including bag filters, is an external development industry, which is obviously affected by policies and the environment. Perfect environmental standards, strict environmental protection policies and strong supervision are the driving force for the development of the bag dust removal industry.
Sun Xi said that the current standards for air pollution control in China are backward and need not be revised. "In recent years, China has revised the emission standards of some industries. The limit of particulate matter emission is 30 mg/standard cubic meter. Although it is much stricter than before, it is still lagging behind the international advanced level. China's waste incineration flue gas The emission standards are more lenient, and the particulate matter concentration limit is 80 mg/standard cubic meter, while in many developed countries, the standard is 5 mg/standard cubic meter. In fact, the good performance of the bag filter can support more stringent environmental protection. standard."
Wu Shanzhen said that the problem of backwardness in air pollution control standards mentioned by Sun Xi does exist. For example, China's current mercury emissions account for about half of the world's emissions, is a mercury emitter, and mercury is mainly discharged from the chimney. Regarding the emission limits of mercury, some industries have some, some industries do not, and there is no need to prepare.
Ye Wen believes that strict supervision of operating equipment is a top priority. “Although there are areas that need to be improved and strengthened in terms of standards, specifications, bidding, etc., it is currently* important to strengthen the monitoring of the operation of the facilities. Some industries have done a good job in online monitoring systems, such as electricity and boilers. The dust removal system is connected to the local EPA's online monitoring system and is directly tested. Such advanced experience is worth promoting," he said.
Sun Xi believes that environmental awareness is also a very important factor. During the '7th Five-Year Plan' period, the power industry pilot failed to use bag-type dust collectors, and the senior leaders of the power industry at the time indicated that the entire power industry must use electrostatic precipitators. By the beginning of this century, the application of bag-type dust collectors in the thermal power industry was technically impeded. Has been overcome, more and more power plants use bag filters, their emissions are less than 20 mg / standard cubic meters, I hope that the leadership of the power industry can be transformed from thinking.