[1], add resources (000826):
The company focuses on the development of domestic waste composting, sanitary landfill of domestic waste and incineration of industrial hazardous waste. The commercialization of solid waste treatment and operation is a trend, but it takes a time process. The company is a leader in the solid waste industry in China. As the company is in the upstream of environmental protection industry and benefits from the development of environmental protection industry in China, the investment in the solid waste treatment sub-sector in which the company is located mainly comes from government financial expenditure, and the industry growth is highly certain. As the only A-share listed company in the field of solid waste engineering construction, it is also a leading enterprise in the environmental protection industry.
[2], Nanhai Development (joining stock selection) (600323):
In 2007, the company won Songgang sewage treatment project and Luocun sub-district office sewage treatment project, further expanding the company's sewage treatment business. In addition, the foundation stone has been laid for the company's Danzao Hengjiang Sewage Treatment Plant and the urban sewage treatment plant, and the second phase expansion project of Pingzhou Sewage Treatment Plant is in the early stage of preparation. Focusing on the established development strategy, the company is actively pioneering and enterprising, seizing the opportunity of the local government to vigorously promote energy conservation and emission reduction, environmental protection and pollution control, and based on the three main businesses of water supply, sewage treatment and solid waste treatment.
[3], City Investment Holdings (joining stock selection) (600649):
The company has formed the main business of water affairs, solid waste treatment and real estate. The environmental sector of the company mainly includes the business of garbage transfer, garbage incineration power generation, garbage landfill and oil product sales conducted by Shanghai Environmental Group Co., Ltd. (holding 100% subsidiary) and Shanghai Environmental Investment Co., Ltd., and the company also has an affiliated company, Shanghai Laogang Domestic Waste Treatment Co., Ltd.
[4], Xinjiang urban construction (stock selection) (600545):
The company is in an absolute monopoly position in the water production capacity of tap water in Urumqi. Subordinate water supply branches account for 60% of the water supply in Urumqi. Chaiwobao Waterworks and Shidunzi Shanshui Waterworks, two waterworks of the company's water supply branch, are the waterworks with the largest investment scale, the best production technology, production equipment and economic benefits in Urumqi. The company has established a monopoly advantage of water resources in this area. Urumqi is a serious water shortage area, and urban construction in Xinjiang is expected to gain stable income through water supply. In addition, the company holds 565.438+0% shares in Xinjiang Urban Construction Environmental Protection Co., Ltd. (registered capital of 654.38+06.4 million yuan), and plans to invest 68.82 million yuan to build a garbage biological treatment plant with a daily garbage disposal capacity of 600 tons.
(2) Waste incineration for power generation
[1], Chengtou Holdings (600649):
Jiangqiao Domestic Waste Incineration Power Plant affiliated to the company is the largest and most advanced domestic waste incineration power plant in China. Is garbage disposal industry a sunrise industry in China? According to the company's plan, the future investment, construction and operation scale of environmental group's garbage disposal will increase from 1 1500 tons/day in 2007 to 25 100 tons/day in 20 100, with a compound annual growth rate of 29.7%. As a water and garbage environmental protection enterprise that monopolizes Shanghai residents' services in an international metropolis, the company's long-term development prospects are worth looking forward to.
[2], South China Sea Development (600323):
The company has strong advantages in striving for local environmental protection projects, among which sewage treatment and garbage power generation projects are in a rapid growth stage. In 20 12 years, the capacity of garbage power generation project is expected to increase by nearly five times, and the sewage treatment capacity is expected to increase by about three times in three years. We predict that by 20 12, the contribution of these two businesses to revenue is expected to increase from 13% in 2008 to 40%. Due to the long-term rise in water prices, the company's profits are expected to increase.
[3], Harbin Investment Co., Ltd. (joining stock selection) (600864):
Heilongjiang New Century Energy Co., Ltd., in which the company shares, is mainly engaged in garbage power generation.
[4], Donghu High-tech (stock selection) (600 133):
At present, the company actively advances into the field of environmental protection power, and the acquired Yima Environmental Protection Power Company is the largest environmental protection power for hazardous wastes in processing industry in China. In addition, the company's real estate business can not be ignored, and its holding Wuhan Xuefu Real Estate Company has developed rapidly.
[5], huadian energy (joining stock selection) (600726):
Heilongjiang New Century Energy Company, which is controlled by the company, adopts the world's most advanced circulating fluidized bed technology to treat garbage and generate electricity. This kind of garbage does not need to be classified, but directly crushed and burned, and the waste gas meets the national environmental protection standards.
[6], Guangzhou Holdings (joining stock selection) (600098):
The company continuously strengthens the research, layout and development of new and renewable energy business fields such as wind power generation, garbage power generation, biomass power generation, solar energy and ocean energy. Recently, the company was selected as "Top 0/00 Enterprises in Guangdong Province" and "Top 50 Listed Companies with the Most Investment Value in Guangdong" in 2009. Guangzhou Zhujiang Natural Gas Power Generation Co., Ltd. completed the power generation of 65.438+0.27 billion kWh, and the on-grid electricity was 998 million kWh, up by 24.56% and 24.65% respectively.
[4], Three Gorges Water Conservancy (with stock selection) (600 1 16):
The company used Tsinghua University's fluidized bed combustion technology to transform the 2× 65t pulverized coal boiler in Tuokou Power Plant into a circulating fluidized bed boiler burning municipal solid waste.
[8], Katie Power (joining stock selection) (000939):
The company is mainly committed to the efficient utilization and recycling of resources, focusing on investing in the construction of renewable and environmentally friendly energy sources such as high-sulfur coal and inferior coal power generation, urban garbage power generation, straw power generation, small hydropower, wind energy and biomass resource utilization. At present, the company's power environmental protection contracts amount to several billion yuan.
[9], TEDA shares (stock selection) (000652):
The company is a comprehensive listed company focusing on eco-environmental protection and high-tech industry investment, with a number of emerging industries supported by national policies, including waste incineration power generation environmental protection industry, landscape greening industry, clean materials industry and so on.
(3) Construction of solid waste treatment equipment and landfill
[1], Huaguang Co., Ltd. (joining stock selection) (600475): waste incineration boiler.
The company is a leading enterprise in the manufacture of waste incinerators in China, ranking first in the market share of waste incineration boilers with a capacity of over 200 t/d, and the daily waste treatment capacity of a single waste incineration boiler produced by the company reaches 800 tons, making it the largest single waste incineration boiler in the world at present. The domestic market share of circulating fluidized bed waste incineration boiler is about 30%. At present, there are more than 100 garbage power generation projects in China. According to experience, each garbage power plant needs to be equipped with 2-4 boilers. It is conservatively estimated that the current domestic market capacity should be more than 25 billion yuan. The new grate boiler technology introduced by the company is more advanced than circulating fluidized bed boilers, with a gross profit margin of 22%-23%.
[2] Shengli Co., Ltd. (participating in stock selection) (000407): Construction of seepage control system for solid waste safety landfill.
Shenzhen Yi Sheng Environmental Protection Co., Ltd., a 65% subsidiary of the Company, is a professional company engaged in environmental protection engineering, focusing on the construction of anti-seepage system of municipal solid waste sanitary landfill and industrial solid waste safety landfill. Shandong Shengli Co., Ltd., the head office, has an annual output of 30,000 tons of PE pipes and fittings, ranking first in the same industry in China. Guangzhou Yi Sheng Seepage Control Engineering Co., Ltd. is an engineering company specializing in seepage control engineering construction. The company has established close cooperation and business agency relationship with foreign manufacturers of HDPE impervious materials, and has the right to import and export, which can provide high-quality HDPE impervious materials of various specifications to meet different requirements. On September 6th, 2002, the company successfully passed the ISO 1400 1 environmental management system certification. The company is a member of IGS and IAGI.
This article comes from: expert summary of Fortune Winner Forum.
List of waste disposal concept stocks and listed companies
(1) Huaguang Co., Ltd. (600475) has strong technical strength in the field of waste incinerators, ranking first in the market share of waste incineration boilers above 200t/d;
(2) Hejia Resources (000826) is the only listed company focusing on solid waste engineering, and has won four of the first batch of 12 provincial hazardous waste treatment facilities in China, accounting for the largest market share;
(3) Chengtou Holdings (600649) was listed on the Shanghai United Assets and Equity Exchange on March 23rd, 2009 to transfer 40% of the equity of Environment Group, which attracted the international solid waste disposal giant-Waste Management Inc. Gates to own the shares of waste management company. WasteManagementInc is the largest enterprise in the waste treatment industry and the largest collection company of recycled materials in the world. At present, Shanghai Environment Group has occupied more than 70% of the domestic waste treatment market in Shanghai, ranking second in the "Top Ten Influential Enterprises of Solid Waste in China in 2009";
(4) TEDA (000652), headquartered in Tianjin, is the only garbage power generation technology demonstration project in China. Shuang Gang waste incineration power plant has a total investment of 570 million yuan, installed capacity of 12mw, annual online power generation of10.20 million kwh, and daily domestic waste treatment capacity of10.2 million tons, which is the key project for Tianjin to co-host the 2008 Beijing Olympic Games.