1. Capital Co., Ltd. (600008.sh), the company invested 65438+65 million yuan in the BOT project of Qilihe Sewage Treatment Plant in Zhengzhou Economic and Technological Development Zone. The scale of the first phase of Qilihe Project is 654.38 million tons/day, the long-term planning is 200,000 tons/day, and the franchise period is 30 years.
2. Wuhan Holdings (600 168.sh), the company's sewage treatment assets are mainly Hu Sha Sewage Treatment Plant located in Wuchang area, with sewage treatment capacity of150,000 tons/day.
3. Hongcheng Water Industry (60046 1.sh), the company owns 78 sewage treatment plants in 77 counties (cities) in Jiangxi Province by injecting all the shares of Nanchang Water Supply Co., Ltd., Jiangxi Hongcheng Water Industry Environmental Protection Co., Ltd. and Nanchang Chaoyang Sewage Treatment Environmental Protection Co., Ltd., and operates 78 sewage treatment plants in Jiangxi Province in the form of TOT (transfer-operation-transfer) in the first phase.
4. The first environmental protection (600874.sh), whose main business is sewage treatment and water supply, has several sewage treatment plants in Zhuangzi, Dong Jiao and the best sewage treatment research center in China, forming a complete industrial chain of sewage industry from research and design to construction and operation; The company signed an agreement with Tianjin Ziya Circular Investment Company in its circular economy industrial zone to build a sewage treatment plant with a scale of 1 1,000 cubic meters/day; The company actively develops reclaimed water resources and has 50,000 tons/day reclaimed water plant. By 2065,438+00, six urban reclaimed water plants will be built, with a water supply capacity of 465,000 tons/day, and the water supply capacity will be increased by 920,000 tons/day by 2020.
5. Zhongyuan Environmental Protection (000544.sz), the company became an environmental protection enterprise focusing on urban central heating and sewage treatment; The company exclusively invested in the establishment of Zhongyuan Environmental Protection (Dengfeng) Water Affairs Co., Ltd., with a design scale of 30,000 cubic meters of sewage treatment per day; The second largest shareholder of the company is Zhengzhou Sewage Purification Company, which also owns wulongkou Sewage Treatment Plant with a daily treatment capacity of 65,438+10,000 tons and Matougang Sewage Treatment Plant with a daily treatment capacity of 300,000 tons.
6. South China Sea Development (600323.sh). At present, the sewage treatment capacity of the company is 230,000 tons, and the sewage treatment capacity under construction is 325,000 tons.
7. Chengtou Holdings (600649.sh) owns Bailonggang Sewage Treatment Plant, the largest urban sewage treatment plant in Asia, which can treat 2 million cubic meters of urban sewage every day, reducing the discharge of COD138,000 tons and ammonia nitrogen 1 1 10,000 tons every year.
8. Rongxing Investment (000598.sz), the company's main environmental protection business is sewage treatment, which is the most important sewage treatment enterprise in Chengdu; The current daily water supply capacity of the water supply company under Rongxing Group, the company's major shareholder, is 6,543,800 tons (including 400,000 tons of Veolia-Marubeni BOT project in France); Acquired Lanzhou Qilihe Anning Sewage Treatment Plant with a design capacity of 200,000 tons/day, and obtained the franchise right of the sewage treatment plant for 30 years.
Note: The price of reclaimed water is generally 65438+ 0/3 of tap water, which is about 0.5 yuan/ton. Reclaimed water is a by-product of sewage treatment, the production cost is relatively low, and the gross profit margin of reclaimed water can reach more than 80%.
9. Chongqing Water (60 1 158.sh), the company cooperated with Chongqing Chemical Industry Park Development and Construction Company * * to operate the water treatment project of Chongqing (Changshou) Chemical Industry Park, with a total investment of 588.87 million yuan, including water supply and sewage treatment. The production capacity of the first phase water supply project is1200,000 cubic meters/day, and the first phase sewage treatment.
10. Zhongshan Public (000685.sz), the major shareholder of Zhongshan Zhonghui Investment, promised to inject its Zhenjiashan sewage treatment plant into listed companies after it was officially put into production to avoid horizontal competition, but it still could not be injected into listed companies because it was not officially put into production.
1 1. China water (600 187.sh), the daily processing capacity of the company is only over 200,000 tons. With the commissioning of Dongying No.1 Water Plant this year, and the commissioning of Xiangtan Jiuhua 200,000 tons/day water supply project and Dongying 250,000 tons/day water supply project, the daily processing capacity of the company will be improved.
12. Sander Environment (000826.sz), the company's main sewage treatment process adopts hydrolysis-oxidation ditch treatment process, with a dry season treatment capacity of 200,000 tons/day and a rainy season treatment capacity of 400,000 tons/day; At present, the total treatment scale of sewage treatment projects invested and operated by the company has reached 860,000 tons/day.
13. Yang Chen b-share (900935.sh). The company and its holding subsidiaries hold 50.02% equity of Shanghai Youlian Zhuyuan First Sewage Treatment Investment Development Co., Ltd., with a daily treatment scale of 1.7 million tons; The company acquired the sewage treatment project in Wenjiang District of Chengdu (Phase I: 30,000 tons/day) and won the bid for Wenjiang (Phase II) project with an investment of 36,963,200 yuan. The first 1 operation year guarantee of sewage treatment plant10.5 million tons/day, 200,000 tons/day in the second year and 300,000 tons in the third year.
Listed companies of sewage treatment solutions:
1. Bi Shuiyuan (300070.sz), the company's main business is the overall solution provider of sewage treatment based on MBR technology, including technical scheme and engineering design, membrane assembly of core equipment and production of membrane materials of its core components, and finally providing customers with sewage treatment plants or reclaimed water plants.
Note: As a new technology, MBR technology has the advantages of high and stable effluent quality, less occupied area and residual sludge (65,438+0/2 and 65,438+0/3-65,438+0/2, respectively), and convenient and flexible operation and management. However, the initial investment cost and operating cost are only slightly higher than 10% (the cost gap will be obviously narrowed after the localization of membrane materials without considering the land cost), and the global market share is about 22%, which is the development direction of the industry.
2. Wanbangda (300055.sz) is a leading enterprise in the field of industrial sewage treatment in China, especially in the fields of petrochemical industry and coal chemical industry. The company has a leading all-round industrial sewage treatment technology, and has taken the lead in launching innovative business cooperation modes such as EPC+C and BOT, successfully targeting high-quality large customers.