Yingfeng Environment and Yinqiao shares frequently won orders, and the leading transcripts of sanitation were bright.

There is a fire in the sanitation market this year. Yingfeng Environment and Yinqiao Co., Ltd. frequently received orders: the total amount of the former sanitation service contract successfully exceeded 50 billion yuan; The latter has signed more than 5 billion yuan in the first half of the year. Under the trend of sanitation integration, the standard of 100 million yuan is frequent. According to the incomplete statistics of E20 Research Institute, in the first half of 2022, there were 153 billion new projects in the domestic sanitation market, with a total amount of 58.7 billion yuan, with the number of projects increasing by 68. 13% and the total investment increasing by 65.35%.

In addition to the frequent news of leading listed companies such as Yingfeng Environment, Yinqiao, Yuhetian, Fulongma and Capital Environment, property companies such as Poly and Country Garden and environmental service companies under state-owned enterprises have also won the bid. The market competition between property enterprises and sanitation enterprises will intensify, and enterprises will face opportunities and challenges. The person in charge of a leading sanitation enterprise said frankly in an interview with shanghai securities news.

In the face of fierce market competition, the transformation from new energy and new technology to low carbon and intelligence has become a new trend in the industry, and leading enterprises have quietly made efforts.

Health leaders' report cards show that.

Recently, major contracts of Yinqiao stock have been announced continuously. On the evening of August 8, the company disclosed that the pre-bid for the environmental sanitation market-oriented service project in Xihu District, Nanchang City, Jiangxi Province was about 828 million yuan; On the evening of August 2, the company disclosed that about 65.438+66 billion yuan won the bid for the village sanitation and greening integration project (South District Package) in Zumiao Street, Foshan City, Guangdong Province; On the evening of July 28th, the company disclosed that about 680 million yuan won the bid for the market-oriented sanitation and cleaning project in Jingzhou County, Huaihua City, Hunan Province.

A large number of new orders will provide a strong guarantee for the company's sustainable development. Yinqiao Co., Ltd. said that the new winning project will be gradually reflected in the company's performance.

There are many winning projects, a wide range of projects and a high amount of money, and the situation of one province, one city and one county is frequent, which has become a true portrayal of Yingfeng Environment, a leading environmental sanitation enterprise. Environmental Sina data shows that as of August 8, Yingfeng Environment has increased its annualized amount by 65.438+20.6 billion yuan this year, ranking first in the country, with a cumulative new contract amount of 6.495 billion yuan; The accumulated total amount of contracts in hand is 565.438+76.5 million yuan, ranking second in the country.

According to the monthly average performance forecast this year, Yingfeng Environment is expected to achieve a major breakthrough this year. In 2022, the annualized total amount of the winning sanitation project will exceed 2 billion yuan. Environment Sina said. According to Yingfeng's environmental smart sanitation strategy, in 2022, the accumulated contract value of the company's smart sanitation service plan reached 60 billion yuan, with an annual revenue of 4 billion yuan.

In addition, Yuhetian, Fulongma and China Tan Ya have all made some gains this year. Taking Yuhetian as an example, in March, the company won the bid for the comprehensive service project of integrated market operation of urban and rural sanitation, gardens and municipal services in Qingshan District of Baotou City. In April, the company won the bid for the comprehensive procurement project of environmental sanitation market in downtown Jiujiang (Xunyang District Bid Section and Lianxi District Bid Section), with a total amount exceeding 400 million yuan; In June, the company won the bid for the integrated franchise project of domestic waste classification and municipal sanitation management in Yongdeng County for about 334 million yuan.

Look at China and Tian Yue. Since the beginning of this year, the company has successively signed the Market-oriented Service Project Contract of Environmental Sanitation Operation in dancheng, the Government Procurement Contract of Environmental Sanitation Integration Project of Beautiful Garden City in Yanji, and the Cooperative Operation Agreement of Market-oriented Operation of Environmental Sanitation Operation Project in yanliang district, Xi City. According to the announcement of Fulongma, as of July 3 1 day, the company won 22 bids for environmental sanitation service projects in 2022, with a total contract value of about123.3 million yuan.

At present, the sanitation industry is in the stage of rapid development from government to market. Chen Liyuan, executive vice president of China Environmental Sanitation Association, director and general manager of Zhonghuanjie Group Co., Ltd., said recently.

In her view, with the promotion of market-oriented policies and governments at all levels, the development trend of sanitation management across the country is good, and the marketization process is promoted from coastal and first-tier cities to inland and small and medium-sized cities, with the rapid release of market capacity and the continuous improvement of industry development speed. Environmental Sina data shows that as of July 17, in 2022, another 54 cities (districts and counties) have completed the marketization reform of environmental sanitation, and the marketization rate of urban environmental sanitation in China has increased to 72%. It is estimated that by the end of 2022, the marketization rate of urban sanitation in China is expected to be close to 75%.

Property companies and state-owned enterprises seize the beach

At the same time, the business expansion of sanitation enterprises acquired by property companies has accelerated, and environmental service companies under state-owned enterprises have also occupied a place in the local market by virtue of their geographical and synergistic advantages.

Look at the property management company first. Poly Property won the first government procurement order for sanitation operation this year with a price of over 654.38 billion yuan. On July 2 1 day, the PPP project of urban and rural sanitation integration in Yuxian County, Zhangjiakou City, Hebei Province announced the pre-winning results. The supplier of this transaction is Poly Property, and the pre-bid price is about1400 million yuan. In fact, as early as June 5438 +2022 10, Poly Environmental Services (Guangdong) Co., Ltd. (referred to as Poly Environment for short) was incorporated, with the goal of building a domestic head enterprise that provides comprehensive solutions for the sanitation industry.

Remarkably, Poly Environment won the first order in April and won the bid for the market-oriented operation project of the sanitation garden in Huining County, Gansu Province. On August 1 day, the sanitation integration project of Damao United Banner was announced as winning the bid, with a turnover of about 654.38+35 million yuan, and the supplier was Poly Environment. So far, Poly has won nearly 20 bids for various sanitation and urban service projects this year, including 4 billion yuan, with an annualized total of 342 million yuan and a total contract value of more than 2.7 billion yuan.

Country Garden service and elegant life service laid out the sanitation track earlier through mergers and acquisitions, and this year they also gained a lot. For example, Guo Mankangjie, a service subsidiary of Country Garden, won the bid for Puding County's urban and rural sanitation integration project with a price of10.49 billion yuan in April; HSBC Qingxuan and AVIC Sanitation under Ya Life Services won the bid for several sanitation projects in Fujian, Hubei, Guangdong and Hebei this year.

Sanitation service itself is an important part of urban service. For large property companies, relying on their own industrial advantages to lay out the sanitation market is not only expanding their business and seeking new growth points, but also making up for shortcomings to some extent. The insider said.

Look at state-owned enterprises. The controlling shareholder is the supply and marketing environment of the central enterprise China Supply and Marketing Group Co., Ltd. Its main business is urban and rural environmental integration services and environmental management business. Since the beginning of this year, the company has won the bid for the integrated sanitation service project in Xiajin County, Shandong Province in 2022 and the sanitation market-oriented franchise project in Fengrun District, Tangshan City. Boiling water environment, a wholly-owned subsidiary of China Water Environment Group, a state-owned enterprise, also won the bid for the marketization project of urban and rural sanitation operation in Kundulun District, Baotou City, Inner Mongolia this year.

In recent years, local environmental protection groups have been established one after another, and the establishment of provincial and municipal environmental protection platforms has the advantages of natural resources and funds, which may form a new regional monopoly and market segmentation. Some insiders told reporters.

Transition to low carbon and intelligence

How can sanitation enterprises improve their own strength and win in the market competition? How to develop new growth points on the basis of existing business? The reporter noted that leveraging new energy and new technologies such as 5G and driverless driving, transforming into a low-carbon and intelligent direction has become a new trend in the industry, and leading enterprises have quietly exerted their strength.

The boundary of urban environmental sanitation service in China is showing a three-dimensional extension trend horizontally and vertically, and the overall pattern of the industry is gradually developing from simplification to intelligence, integration, diversification and cross-border. For the future development trend, Yingfeng Environment said that the sanitation equipment industry is moving towards low carbon, digitalization, intelligence and cloud interconnection.

Taking low-carbon sanitation equipment as an example, Yingfeng's mainstream environmental protection equipment has been electrified. This year, it launched 5.0E brand-new energy sanitation equipment, brand-new charging and energy storage equipment, peak shaving platform and other new products in the whole industry chain of sanitation and new energy. On August 1 1 day, the company disclosed the bid of1020,000 yuan for the procurement of new energy sanitation vehicles. Fu Longma previously said that the company fully promoted the layout of new energy series products, invested in the construction of the second phase expansion project of sanitation special vehicles and sanitation equipment, and increased the research and development of new energy sanitation equipment. Bauer Environment also said that the company's research projects include new energy sanitation equipment, and 65,438+08 tons of pure electric new energy cleaning sweeping vehicles are currently being developed.

The renaming of Xin 'an Street may be the epitome of the transformation of sanitation industry to intelligence. In June, Xin 'anjie changed its name from Xin 'anjie Environmental Sanitation Co., Ltd. to Xin 'anjie Intelligent Environmental Protection Technology Service Co., Ltd. Frankly speaking, the main direction of the company will gradually change from traditional environmental sanitation to providing technical support, technical support, management and operation platform support for industry stakeholders, that is, from traditional environmental sanitation to intelligent environmental protection technology service platform.

As a leader in sanitation, Yingfeng Environment innovatively integrates many core technologies such as 5G+IOT, driverless, Internet of Things and big data, and develops a series of intelligent sanitation robots covering the whole industrial chain of cleaning, cleaning and transportation. The company will continue to improve on the basis of the application integration of artificial intelligence /5G+IOT+ sanitation robot technology, and promote the research and breakthrough of key basic technologies. Yingfeng environment theory.

In addition, as the front-end link of solid waste disposal, sanitation enterprises are also extending to the back-end resource disposal field. For example, in March, OCBC cooperated with the Management Committee of Nanchang High-tech Zone to set foot in the field of recycling of renewable resources, and explored the construction of a full-chain market-oriented operation mode of recycling of renewable resources+big data management+supply chain finance in internet plus. Xin Anjie also said that it will focus on smart sanitation systems, increase investment in garbage recycling and accelerate the transformation to technology-based enterprises.

Under the background of beautiful countryside's construction and the integration of urban and rural sanitation, the whole county is advancing, and the overall governance projects are emerging one after another, and the rural sanitation market space will continue to expand. Sanitation enterprises are facing greater development opportunities.

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