Environmental protection industry: The old "personal design" has collapsed? New players will be online soon.

Abstract Recently, the “strategic emerging industries” of the environmental protection industry have set up a bit of collapse: the failure of the issuing of the Oriental Garden is like a fuse, triggering a series of negative news about environmental protection companies. The initial discussion also focused on debt risk, borrowing old and new financial issues, and later expanding...

Recently, the “strategic emerging industries” of the environmental protection industry have set up a bit of collapse: the failure of the issuing of the Oriental Garden is like a fuse, triggering a series of negative news about environmental protection companies.

The initial discussion also focused on debt risk, borrowing old and new financial issues, and later expanding to poor profitability, technical connotation, business rules, low innovation, etc... The true quality of the industry and the quality of development topics Initiate reflection and hot discussion.

In the past one or two years, although the policy aura has been blessed, the output value under the leadership of PPP has grown rapidly, but the overall performance of the environmental protection sector in the capital market has been sluggish.

According to statistics from relevant institutions, in the past three years, the CITIC Environmental Protection Index has increased by -19%, -1% and -12%, respectively, and has continuously underperformed the Shanghai and Shenzhen 300. As of July 13, 43 environmental protection listed companies issued a performance forecast for the first half of 2018, which is expected to achieve a median net profit of 5.016 billion yuan, a year-on-year decrease of 19.70%; 2018 mid-year report expected net profit loss amounted to 9.15 times the previous year.

Is the development of the environmental protection industry in the traditional mode close to dusk? This issue requires a more rigorous discussion.

A certain fact is that environmental protection is the “just-needed” of current and future economic and social development. The huge volume and broad prospects of the industry in time and space still sturd a lot of confidence and will attract more power.

A notable change is that a group of new formats, new rules, and new spirits of explorers have already taken the road, and a new generation of environmental protection industry forces with innovation and entrepreneurship as the core has begun to surge. What we are concerned about and expect is how much they can redefine the environmental protection industry, and whether they can outline a new future for the development of the industry.


The sunrise industry is dingy, who is it?

In June, at the official background of the 2018 Environmental Industry Innovation and Development Conference, an environmental entrepreneur screamed: It has become more and more difficult to do the environmental protection industry for 21 years. We should all reflect on why such a strategic emerging industry has become a slick industry with tight capital chains, thin profits, no innovation, and no ability to retain talents. Why did it end up like this?

Some people think about this issue: it is not the customer of this session.

“The biggest customer of the environmental protection industry is the local government.” Some environmental entrepreneurs said that the policy has raised demand and the government has given the market, but the consciousness and the concept, as well as the most important payment, have not kept up, and there will be no real demand. The central government has put forward a lot of governance goals, and many local projects have been arranged, but the focus is on whether there are, as soon as possible, not good, not concerned about cost performance, only meet the acceptance criteria, process supervision and life cycle assessment have been missing. The detachment of theoretical demand and real demand has led to a series of problems such as low-price bidding, local government integrity, and bad money driving out good money.


Jiangsu Taixing tens of thousands of tons of chemical waste and sludge dumping in the Yangtze River

Some people think that it is not a business model.

“The engineering-based business model makes the company exhausted. What opportunities are there to innovate?” Some entrepreneurs said: C (construction) has become an important business model and source of income, borrowing heavily to invest, but the profit margin is not high. Money can't be collected often, it can only be owed to suppliers, and it is easy to fall into an infinite loop. From the perspective of the capital market, this business model has large capital investment, poor liquidity, poor profitability, and a large collection of accounts receivable. “That’s why the market’s valuation of environmental companies is getting lower and lower.”

Others say that it is not enough for environmental companies themselves.

The environmental protection industry has evolved from a policy-guided industry to a policy-dependent industry. The speculative nature is strong. The market players lack independent thinking, strategic short-sightedness, and lack of sustainable development space. Relying on a certain policy, the market segment has a burst point. Enterprises are rushing to the top, quick success, viciousness and even toxic competition, and soon put a very low ceiling on the line.

“In a short period of time, I will fall into low quality and low price, or continue to maintain, or look for the next opportunity for speculation, no motivation, no energy, no financial resources to make innovations, and improve quality.” It can be said that only a few companies are along the pollution. The direction of change in demand for governance, pre-judgment and reserve technology in advance, most companies in the brutal competition, blurring the market economy, business rules, are also losing the ability to think independently.

The debt crisis of environmental enterprises that broke out at the moment seems to be the concentration and amplification of the above three issues. In order to assess and achieve political achievements, the local government launched a large-scale PPP project regardless of its financial sustainability; the core of the project is still engineering, lacking sufficient attention to the effect and operation, lack of scientific argumentation and risk management; enterprises to maintain performance and compete for territory, high Debt expansion, earning average engineering profits, and carrying on constantly high financing costs. Once the credit crunch, the risk of local default increases, this fragile political, enterprise, and silver cooperation chain will face a break.


Effect-oriented, technology-led

It is the connotation of the new scene of environmental protection industry

It is not really meaningful to continue to spit out the unsatisfactory status of the environmental protection industry, or to entangle in its causes. Because old rules and patterns have their own growing soil, they will also face an inevitable life cycle. Just as for this debt crisis, there is a large state-owned listed water company CEO, this industry is not healthy, a large number of small enterprises exist, the efficiency is not high, according to the current situation for one year to one and a half years, there will be a comparison Strong shuffling and restructuring.

Although this round of deep adjustment may not be the role of market rules, perhaps the national advancement of environmental infrastructure will continue to deepen, but it is not just capital but the real impact on the environmental protection industry. External needs that have changed.


False and false for environmental monitoring data

“The key period of pollution control, the critical period, and the window period need to be guided by technology and innovation.” At the aforementioned meeting, the relevant person in charge of the Ministry of Ecology and Environment once said that the progress of environmental governance, the extent of improvement and the goals proposed by the state, The gap in public expectations is still large, which means that there is a lot of room for improvement and there are many opportunities for industry. As an important backbone of the battle against pollution, it is impossible for the environmental protection industry to be satisfied with construction at this stage, but to improve quality and efficiency and effectively solve ecological and environmental problems.

He pointed out three directions for the high quality development of the industry:

1. Form a batch of technologies that can solve the current real market demand;

2. Aiming at the needs of future ecological civilization construction and beautiful China construction, deploying ahead of time to intensify innovation and forming a batch of original innovations for the future;

3. To carry out environmental protection industry quality improvement actions, continuously narrow the gap with international advanced level in terms of product service life, energy consumption, stable operation, and refined management, and greatly improve the quality of environmental protection facilities construction and operation management.

With the continuous deepening of the ecological environment, the environmental protection industry has reached a new historical stage from scale growth to quality improvement. Under the established governance structure, there is still a large space that needs to be upgraded and filled. It needs the new force of the industry to activate and realize it. The effect-oriented, technology-led will be the connotation of these new industries.

In this regard, Gao Wei, dean of the Environmental Protection Industry and Technology Research Institute of Jiangsu Province (Yixing), said that the process of governance has changed from quantitative to qualitative and from excellent to excellent. The requirements for scale growth are falling, and the requirements for service efficiency improvement are expanding. To achieve efficiency improvement, it is necessary to superimpose various advanced technology products on the existing platform to optimize and upgrade.

He believes that from the perspective of social background and trends, the current Sino-US trade war has made China mention innovation to an unprecedented height. Within the environmental protection industry, under the background of concentrated de-leverage this year, large-scale environmental protection enterprises began to default on debt. In the environmental protection industry, it is urgent to start thinking about innovation drive.

From the perspective of industrial form, many forms of environmental protection enterprises have not appeared in China, and it is urgent for domestic industrial forces to accelerate their growth. For example, it is similar to the consulting business of Japan's Edia Co., Ltd. (committed to infrastructure development and environmental protection comprehensive consultation, the annual turnover can reach 1 billion yuan); similar to amber, Parker's technical equipment format (to open up science and technology, universities, talents) , combining innovative equipment manufacturing and process research and development, and outputting products); similar to Nalco's pharmacy business (30 billion yuan of chemical companies, but the business model focuses on helping users save water, not simply supplying pharmaceuticals) .


The third generation of environmental protection enterprises are bringing together the innovation and entrepreneurship ecosystem

"China's environmental protection industry is entering an unprecedented stage of development. The huge environmental improvement needs and political pressure are rapidly releasing the problems accumulated over the years into environmental governance needs. At the same time, many problems in the future construction of ecological civilization are being identified and resolved. The combination of the two trends constitutes a fertile ground for the third round of entrepreneurial enthusiasm in the environmental protection industry."

Gao Wei said that following the reform and opening up (1970s) and market-oriented reforms (1990s), after the two batches of environmental entrepreneurs, the third-generation environmental entrepreneurs who are targeting the sub-sectors and focusing on technology products have gradually stepped forward.

Since last year, the industry's innovative proposition seems to be thunderous. From colleges and universities, research institutions, to enterprises, organizations, and various types of entities in the industry have shown enthusiasm and action for innovation. "The rapid advancement of pollution control and industrial development has accumulated huge demand for innovation and potential energy, and various resources are aiming at the current and future environmental protection needs.

More and more people believe that outside the Internet, the environmental protection industry will become one of the new highlands of entrepreneurial innovation, and the two have never been so close, able to nourish and stimulate each other. Gao Wei said that technological innovation in the field of environmental protection can only amplify and extend value if it is gradually promoted and connected with entrepreneurship; while the environmental protection field is surrounded by technological products, if there is no support for continuous innovation, it will not have sustained vitality.

“Therefore, in addition to individual technological innovations and individual star enterprises, it is particularly urgent to form an ecosystem that is conducive to innovation and entrepreneurship in the environmental protection industry.” Gao Wei said that we should establish an industry entrepreneurial innovation ecosystem and build “infrastructure. ", so that various industrial elements, intellectual resources are fast, efficient and enriched. In recent years, his JIEI Research Institute has shifted its focus to the research and practice of innovative entrepreneurship ecosystems in developed countries.

They used Dutch and German companies as a case study and found that the innovation system in the field of environmental protection technology has already broken through the behavior definition of individual enterprises. Universities, industrial service organizations, enterprises engaged in R&D, manufacturing and engineering services have formed a The seemingly loose and interconnected network, single point of independence, single factor change, the overall network responds, innovation becomes the emergence of a network.

And if the industry has a forward-looking and consensus on specific industry needs and problems, how to implement it as an innovative industrial system? By observing foreign conditions and our own practice, we need something called innovation infrastructure in this process, otherwise the chain will not go smoothly. "At present, the joint research and development platform, production-oriented R&D center, innovation factory, standardization factory, innovation and entrepreneurship competition, technology challenge competition, startup enterprise acceleration camp, etc., which are fully cooperatived by industry, university and research institute, are the software and Hardware platforms that an industry innovation network should have. ""

The JIEI Research Institute has held the Environmental Innovation and Entrepreneurship Competition for four consecutive years. The first round of selection of this year's competition has just ended. Another group of companies that have achieved breakthroughs in technology and model in the sub-sectors will enter the innovation and entrepreneurial ecosystem and connect with industry needs and resources. Collision.

The players who have emerged from the first three contests and stand on the heels have also begun to encounter advanced bottlenecks and confusions around technology, strategy and management. To this end, JIEI and PricewaterhouseCoopers jointly launched the first environmental protection acceleration camp. The ten environmental protection companies accepted the careful positioning and intensive training of the industry's star predecessors and experts to develop precise direction and accumulate strength.

Looking outward, developed countries such as Singapore, the Netherlands, and Germany have demonstrated pollution control, environmental construction, and sustainable development, and have played a leading and successful role in industry and technology. They have demonstrated innovation and entrepreneurship, various resources and How the main body is highly divided, efficient collaboration, mutual benefit and win-win, I believe this is the future of the industry that we all look forward to. Those who have ideas, impulses, insights, and skills will find the most suitable position in this system, and will also give the industry real vitality.

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