Activated carbon is in line with the national development concept of low-carbon, green and circular economy from production to function, and has great prospects in various environmental protection fields. Recently, the country has paid more and more attention to environmental protection, and all parts of the country have responded and built related projects. The activated carbon industry has also developed under the favorable policies. Enterprises in the industrial chain such as Xinri Hengli (600165) and Pengda Environmental Protection have fully benefited. Xinri Hengli rose by 11.55% last week. 

 This year is the final year of the "Thirteenth Five-Year Plan", and all parts of the country have made great efforts in environmental protection. Recently, Henan Province issued a notice on further strengthening the province's environmental law enforcement and supervision of hazardous waste; Hunan Province said that in 2022, the construction of 849 township sewage treatment facilities will be fully covered; the special plan for the ecological environment of the Yangtze River Delta Demonstration Zone is expected to be released within this year. 

 In addition, since 2020, the total amount of environmental protection special bonds has expanded and its proportion has increased. In 2019, the total amount of environmental protection special bonds was 54.6 billion, and as of June 20 in 2020, the total was 147.3 billion; in 2019, environmental protection special bonds accounted for 2.5%, and in 2020, it increased to 6.7%. 

 Among the environmental protection requirements, flue gas treatment and sewage treatment have received much attention. At present, activated carbon technology is very prominent in the fields of water treatment and air pollution prevention and control. In terms of flue gas treatment, activated carbon technology does not increase secondary pollution, and activated carbon and flue gas integration technology has entered the domestic recommended flue gas treatment technology; in terms of sewage treatment, activated carbon is combined with other technologies to participate in sewage treatment processes at all levels. Therefore, the development of the activated carbon industry has been vigorously supported by the national macro-industrial policy in the past two years, coupled with the recent increase in environmental protection efforts, the industry is booming. 

 At present, my country's activated carbon industry is showing a trend of industrial clusters. At present, the main domestic coal-based activated carbon enterprises include Ningxia Huahui Activated Carbon Co., Ltd., Shanxi Xinhua Environmental Protection Co., Ltd., Shanxi Huaqing Activated Carbon Group Co., Ltd., etc.; the main wood-based activated carbon enterprises are Fujian. Yuanli Activated Carbon Co., Ltd., Fujian Zhixing Carbon Co., Ltd., etc. 

 These enterprises have independent intellectual property rights, research and development capabilities and new product launch capabilities, and are leading companies in the industry. Among them, Ningxia Huahui Activated Carbon Co., Ltd. (hereinafter referred to as Ningxia Huahui) is currently the only state-level high-tech enterprise in the same industry in the country. According to the company's annual report, its activated carbon production capacity is 23,000 tons per year, making it one of the largest activated carbon enterprises in China with a single-plant production scale. 

 It is understood that Ningxia Huahui is now a holding subsidiary of the listed company Xinri Hengli (600165), which has passed the ISO9001 quality management system certification and ISO14001 environmental system certification, and has activated carbon production equipment, special products, and energy-saving technologies with independent intellectual property rights. 19 patents in other aspects.

 At present, the activated carbon industry is developing towards a new type of industrial industry with high technology content, low resource consumption, less environmental pollution, high product added value, and full use of human resources. Most of the backward enterprises are facing the situation of integration or elimination. Industry leaders with complete product categories, huge scale and leading technology are growing under the favorable policy support and increasing demand. For example, Ningxia Huahui will benefit from the increase in industry concentration in the long run. 

 The activated carbon industry has received attention, in addition to its environmental protection function, it can also be recycled because of its own. my country produces about one million tons of hazardous waste activated carbon every year, and there is a huge market space for hazardous waste activated carbon recycling. Recently, Yida Capital led the investment of Pengda Environmental Protection A round of financing, with a total amount of 110 million yuan, mainly used for the construction of 120,000 tons/year (smart) new environmental protection functional materials recycling and resource utilization projects. According to the data, Pengda Environmental Protection has There is a whole industrial chain of hazardous waste activated carbon recovery and high value-added comprehensive utilization. The products are widely used in VOCs treatment, flue gas desulfurization and denitrification, oil and gas recovery, solvent recovery, sewage treatment and other fields. 

 According to Beijing Puhua Youce Information Consulting Co., Ltd. "2019-2025 Domestic and Foreign Activated Carbon Industry In-depth Analysis and Prospect Forecast Report", my country's activated carbon industry will still be in the growth stage in the next 10 years. In the growth stage of the industry, the demand for activated carbon products in the downstream field of activated carbon will increase year by year. Business agency monitoring, the activated carbon procurement market for air purification and water purification is positive, and environmental protection policies boost the activated carbon market. 

 CICC stated that considering that this year is the final year of the "13th Five-Year Plan" and the continuous advancement of counter-cyclical policies, ecological environmental protection is still an important starting point for infrastructure investment, "We maintain the current and future environmental protection investment. optimism". 

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