Meter data management system (MDM) is a software that performs long-term data management and storage for the massive quantities of data delivered by smart metering systems. This data consists primarily of usage data and events that are imported from the head-end servers managing the data collection in automatic meter reading (AMR) or advanced metering infrastructure (AMI) systems. This system is a component in the smart grid infrastructure indorsed by utility companies. This also includes meter data analytics, the analysis of data emitted by electric smart meters that record the consumption of electric energy. The adoption of technological advancement in metering technologies facilitates for measuring and monitoring the information. Adoption of advanced Metering Infrastructure offers financial and operational benefits and eradicates the need of on-site meter reading, response to power outages, and improves energy theft detection. It also brings financial gains to various utility companies through lessening the equipment and maintenance costs. It is an integrated system of communication, data management systems, and smart meters that enable communication between utilities and consumers. For instance, the government of India sanctioned about 12 smart grid projects in 2019, which includes the implementation of advanced metering infrastructure. Therefore, the adoption of advanced metering infrastructure is encouraging the adoption & growth of the meter data management system market. Moreover, smart city initiatives by developing countries are expected to create lucrative growth prospects for the meter data management system market worldwide.

4 月环保各细分领域项目中标延续回暖趋势。随着地方政府招投标 正常化，2020 年 4 月生活垃圾焚烧发电、水务、环境监测等细分领 域中标数量和金额环比显著改善。值得关注的是，生活垃圾焚烧发 电市场和水务市场中标企业以地方国企和央企为主，并呈现强者恒 强的趋势，预计目前竞争格局难以被打破，头部企业将会享受更多 市场份额。而 4 月深圳市宝安区新安、福永和福海街道环卫一体化 PPP 项目创环卫服务单体中标金额新高，主要环卫服务企业均入围， 体现行业景气向上和竞争激烈并存现状。

盈峰环境位列 84 亿宝安 PPP 大单推荐候选社会资本第一名，“设备+ 运营”类企业优势显著。5 月 13 日中国政府采购网公布 83.9 亿“宝安 区新安、福永和福海街道环卫一体化 PPP 项目”招标评审结果：盈峰 环境子公司中联环境位列推荐候选社会资本第一名，现已进入公示期。 2020 年以来环卫市场化加速，除了宝安项目外，还出现了诸如北控城 市环境中标 70 亿深圳市宝安区新桥和沙井街道环卫一体化 PPP 项目， 旺能环境大股东美欣达斩获山西高平 28 亿订单等，我们可以看到长周 期、一体化、PPP 化环卫运营项目持续释放。

我们预测2020、2021、2022年我国环卫行业市场化规模将分别达到1552亿元、1785亿元和2017亿元，市场化率分别为60%、 66%、70%，可见，2022年后我国环卫行业市场化率仍有稳步提升空间。