行业研究报告题录
水利、环境和公共设施管理业(2021年第36期)
(报告加工时间:2021-11-15 -- 2021-11-29)

行业资讯

境外分析报告

  • 全球海水淡化市场(2021-2026年)
    Desalination is a procedure that helps in separating dissolved salts and other minerals from seawater, brackish water, and groundwater & surface water. It is deemed as an alternative sustainable supply of freshwater with the requisite quality and quantity. The key advantage of desalination is that it can provide high-quality drinking water for consumption in areas of water scarcity. Desalination addresses diminishing freshwater supplies as the countries are looking for solutions to deal with water scarcity caused by climate change, industrial development, pollution, and population growth. Innovations in technology have improved energy efficiency, where larger economies of scale have also aided in reducing costs, thereby assisting in the growth of the overall water desalination market.
  • 全球零液体排放系统市场(2021-2026年)
    Zero liquid discharge is a developing water treatment strategy in which wastewater is recycled and purified, leaving slight to no sewage left over when the process is complete. Though the treatment requirements will mainly depend on the application, zero liquid discharge often involves ultrafiltration, evaporation, reverse osmosis, and several other membrane technologies. Rising megatrends in urbanization and industrialization are generating higher stress on the environment, involving the world’s freshwater resources. In several areas worldwide and especially in fast-developing and emerging economies such as India, rapid expansion in industries and manufacturing units are establishing a threat to water quality and enormous stress on water supplies. Concerns associated with water availability risks are expanded in areas inclined to water scarcity.
  • 全球分散式水处理市场(2021-2026年)
    OVERVIEW A decentralized water and wastewater treatment systems help in providing flexibility and efficiency required to deal with water challenges across the globe. Decentralized water or wastewater treatment is the practice of setting water treatment facilities at the site of demand or supply. It is a sustainable and flexible alternative solution to the large treatment plants that need costly delivery and supply infrastructure. Water scarcity is one of the greatest challenges across the world, which affects not only the environment and human health but also local economies that depend on water for industry, agriculture, and business. Therefore, this generates the requirement for decentralized water treatment facilities to address the problems.

投资分析报告

  • 公用事业行业:能源革命正当时,清洁能源乘风起-2022年度投资策略
    双碳背景下能源结构转型持续推进,而其实质是电力清洁化转型。我国目前推动“碳达峰”、“碳中和”目标实现的核心举措在于构建以新能源为主体的新型电力系统,当前电力结构仍以传统火电为主,其中,2020 年火电发电占比达到67.9%,风电、光伏发电量合计占比为9.5%。基于政策指引,风电、光伏等可再生能源的消纳比重预计将持续提升。
  • 公用事业及环保行业:央行推出碳减排支持工具
    电力方面,2021 年1-10 月用电量68254 亿千瓦时,增长12.2%,用电需求已经恢复到疫情前水平,但近期煤炭供应紧张,价格高位运行,建议配置不受影响的水电、核电公司。环保方面,固废运营类企业如垃圾焚烧与环卫行业,行业景气度高,垃圾焚烧由于环保排放趋严+国补政策退坡,环卫服务行业由于项目大型化、电动化趋势,龙头企业将受益行业集中度提升。天然气方面,提示关注液化天然气上涨对城市燃气企业的影响。本期组合推荐:长江电力(20%)、中国广核(20%)、城发环境(20%)、瀚蓝环境(20%)、龙马环卫(20%)。

政策环境报告

  • 提升广州市公众应急科学素质的科普发展策略研究
    按照供需架构针对广州市公众对某一类具体公共突发事件的各种应急科学知识的了解程度,以及公众对各种应急科学传播渠道的重要度和满意度的认识实施调研,以此为基础寻求如何从需求和供给两个方面有效提升广州市公众的应急科学素养。
  • 广州生态文明制度创新研究
    本文通过对广州市生态文明制度建设的主要成效和存在问题的分析,提出广州市生态文明制度创新的主要任务。强调广州未来应当在生态、土地、水资源、污染排放、生态功能区和生态文明评估考核机制等方面着手,大力推进广州生态文明制度的创新研究。

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