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Reading guide
The experience of Israel, Singapore, Australia and other countries shows that the utilization of sewage resources is an important way to solve the shortage of water resources. China's per capita water resources are only one quarter of the world average level, and China faces the prominent problem of moderate water shortage all the year round. On the contrary, the development of sewage recycling market is slow, and the utilization rate of reclaimed water resources increased by less than 2% from 2011 to 2016, The utilization rate of reclaimed water required by the 13th five year plan has not been fully achieved.
Outlook & ldquo; Fourteenth five year plan;, Driven by demand and favorable policies, the development of China's sewage recycling market is expected to accelerate, with an annual compound growth rate of 13.68%, and the market scale will exceed 60 billion in 2025. Chen Yu believes that it is not easy to do a good job in sewage recycling business. Enterprises entering the bureau need to grasp three key points:
•         Target project type
•         Select partners
•         Straighten out the business model


Under the dual forces of demand and favorable policies, the sewage recycling market is expected to speed up

Globally, the sewage recycling industry in water deficient countries such as Israel has developed well, and the utilization rate of sewage recycling is as high as 90%. As a country with water shortage, China's sewage recycling industry has not developed smoothly. Until 2019, the sewage recycling rate was only 20.93%, and the increase ratio from 2011 to 2016 was even less than 2%. The main reason is that in the face of the dilemma of water shortage, the Chinese government paid more attention to inter basin water transfer and set a red line for water consumption: launched in the 1980s & ldquo; South to North Water Transfer & rdquo; Major projects will transfer 44.8 billion cubic meters of water through three water transfer routes from the East, the middle and the West; The water consumption for agriculture has been stabilized and industrial water has been reduced for many years. The water consumption has been controlled within 600 billion cubic meters from 2010 to 2019./p>

Outlook & ldquo; Fourteenth five year plan;, Under the dual forces of demand and favorable policies, China's sewage recycling industry has ushered in a turnaround:
First, the South-to-North Water Transfer exceeded the planning and water control reached the platform period, and the demand for sewage recycling was released. As of 2018, the water transfer from the middle line has exceeded 15.5 billion cubic meters, the water transfer from Beijing to Tianjin has exceeded the planning, and new solutions have been put on the agenda; In terms of water use control, all subdivided fields have reached the platform stage, and there is little space for water saving in the future. Taking agricultural water as an example, its water consumption has basically remained unchanged in recent ten years, about 370 billion cubic meters. In order to ensure food security, the comprehensive grain production capacity needs to be maintained at more than 1.3 trillion kg, and the corresponding irrigation water demand should reach at least 370 billion cubic meters.
Second, policies with strong operability were introduced intensively. Since 2020, the guiding opinions on promoting the utilization of sewage resources and & ldquo; Fourteenth five year plan; Heavy policies such as the development plan for urban sewage treatment and resource utilization, which require more feasible objectives, such as compared with & ldquo; The 13th five year plan; The target of renewable water utilization rate of water deficient cities and non water deficient cities is also mentioned in the plan. This plan is mainly focused on water deficient cities, which is more targeted; The supporting system supporting the policies is also more sound. Recently, these policies have clearly put forward supporting systems including laws and regulations, price mechanism, financial funds, scientific and technological support, so as to ensure the development of sewage recycling market.
Based on the above two factors, & ldquo; Fourteenth five year plan; During this period, the sewage recycling market is expected to usher in rapid development. According to Chenyu's calculation, China's sewage recycling market is expected to achieve a compound annual growth of 13.68% from 2021 to 2025, and reach an operation scale of more than 60 billion yuan by 2025 (see Figure 3).
Grasp the three key points of development for the recycling of incoming sewage
1. Targeting project type
Renewable water use (mainly reflected in sewage recycling) has various directions, including ecological water replenishment, industrial reuse, household miscellaneous use, agricultural irrigation and so on. Different utilization directions differ greatly in technical difficulty, supporting construction, payment mode, investment level and so on:
Technical difficulty: from agricultural irrigation to ecological water replenishment, the water quality requirements are gradually improved, and agricultural irrigation & lt; Residential miscellaneous & lt; Industrial reuse & lt; Ecological water replenishment. The agricultural irrigation with the lowest requirements can meet the requirements by adopting secondary treatment, and further advanced treatment is required in other directions, such as industrial reuse water, circulating cooling water with low requirements, filtration and disinfection; The requirements for washing water and boiler water are high, and advanced treatment + desalination process is required; The water requirement of the product is very high, and processes such as RO membrane superposition ion exchange technology are required.
Supporting construction: both residential miscellaneous water and agricultural irrigation water need to build water storage facilities and transmission and distribution pipelines. For example, Israel, which focuses on agricultural irrigation, has invested heavily in the construction of more than 200 reclaimed water reservoirs with a total storage capacity of more than 200 million cubic meters. At the same time, a large number of transmission and distribution pipelines radiating from the reservoirs to irrigation points have been laid, covering most of the land area; The industrial reuse water points are concentrated, and there is no need to build water storage facilities. Only the point-to-point connection from the reclaimed water plant to the water point is needed, so the pipeline laying is relatively difficult.
Payment mode: ecological water replenishment is generally a public welfare project, which is paid by the government, and the funds come from water resources fees, national bonds, local bonds, etc; Industrial reuse is more market-oriented, user pays and priced by the market.
Investment level: the unit investment of ecological water replenishment and industrial reuse with high technical difficulty is often higher than the latter two. The sewage plant is transformed into a reclaimed water plant, that is, the advanced treatment process is added. The general ton investment of double membrane (MBR + ultrafiltration) process equipment is about 1500 yuan / ton, and the ton investment of general traditional process equipment is about 800 yuan / ton.
2. Select partners
Enterprises involved in the sewage recycling industry are mainly traditional water enterprises and technology and equipment enterprises. Based on years of industry accumulation, traditional water enterprises expand reclaimed water business based on traditional water business, enhance the treatment capacity of reclaimed water business by means of M & A and cooperation, and constantly improve the industrial chain of sewage recycling business; Technology and equipment enterprises often have leading technological advantages, based on the in-depth understanding of water treatment technology, expand water resources recycling business, and constantly improve their comprehensive treatment ability with technology as the starting point.
Chen Yu believes that cooperation between the two types of enterprises is greater than competition. Traditional water enterprises often have abundant government resources and abundant funds, so it is easier to obtain sewage recycling capacity construction projects through PPP or BOT mode, and obtain income through construction and operation of reclaimed water plants. For example, beipai and Bishui water source investment joint-stock company beijingjian water, and beipai reclaimed water project involves membrane process projects, which are preferentially undertaken by Beijing construction water.
Face & ldquo; Fourteenth five year plan; During this period, the production capacity of 15 million tons / day is released, and a new round of horse racing enclosure is about to begin. Selecting partners and strong alliance through strategic cooperation, mergers and acquisitions and shares may be a shortcut to quickly cut into the market.
Face & ldquo; Fourteenth five year plan; During this period, the production capacity of 15 million tons / day is released, and a new round of horse racing enclosure is about to begin. Selecting partners and strong alliance through strategic cooperation, mergers and acquisitions and shares may be a shortcut to quickly cut into the market.
3. Straighten out the business model
Compared with traditional sewage treatment projects, the mode of sewage recycling projects is more flexible, such as PIPP, blue ecological park and other innovative modes. Enterprises should keep up with the latest trends in the industry and straighten out their own business model as soon as possible in order to gain a firm foothold in the new round of competition.
In PPIP mode, & ldquo; The company uses wastewater to produce reclaimed water, and the government coordinates industrial enterprises to purchase & rdquo;, The government can reduce or remit the sewage treatment fee, industrial enterprises can obtain cheaper water sources, and sewage recycling enterprises can obtain the sales revenue of reclaimed water, so as to achieve a win-win situation among the company, the government and enterprises.
In the blue ecological park model, the sewage recycling company converts the useful substances in the sewage and waste water of the industrial park into products with commercial value, sells the reclaimed water to industrial enterprises, and converts other pollutants into chemical fertilizer for sale. Therefore, the park can realize zero discharge of wastewater, industrial enterprises reduce the cost of water use, and the company obtains product income, Under this mode, the organic combination of ecological, social and economic benefits has been successfully realized.
Source: Chen Yu company, author: Liu Hainan, Huang Yingjiao, Hu Qin