The ultra low emission transformation schedule of

2022-07-29
  • Detail

On May 16, China Securities Journal learned from the Ministry of ecological environment that the Ministry of ecological environment issued the work plan for ultra low emission transformation of iron and steel enterprises (Exposure Draft). The plan defines the schedule for iron and steel enterprises to complete ultra-low emission transformation. By the end of October 2020, the transformation of key areas such as Beijing Tianjin Hebei and Yangtze River Delta will be basically completed. By the end of 2025, iron and steel enterprises with transformation conditions in China will strive to achieve ultra-low emission

according to the analysis, the ultra-low emission transformation of the iron and steel industry will open the prelude to the national non electricity standard upgrading transformation, and will bring a market space of 60billion-90billion yuan. The plan puts forward "incentive + forced" measures, and the steel enterprises that have completed the transformation can not limit or reduce the production in autumn and winter, which can effectively promote the ultra-low emission transformation process

orderly promotion of transformation

the scheme proposes that all new (including relocation) iron and steel projects should reach ultra-low emission levels. By the end of October 2020, iron and steel enterprises in Beijing Tianjin Hebei and its surrounding areas, the Yangtze River Delta, the Fen Wei plain and other key areas of air pollution control that are qualified for transformation will basically complete ultra-low emission transformation; By the end of 2022, the Pearl River Delta, Chengdu Chongqing, central Liaoning, Wuhan and its surrounding areas, Changzhutan, Wuchang and other regions will be basically completed; By the end of 2025, iron and steel enterprises with transformation conditions in China will strive to achieve ultra-low emissions

the specific indicators specified in the scheme are as follows: the hourly average emission concentration of particulate matter, sulfur dioxide and nitrogen oxide shall not be higher than 10, 35 and 50 mg/m3 respectively under the condition of 16% of the reference oxygen content in the flue gas from sintering machine head and pellet roasting; The hourly average emission concentration of particulate matter, sulfur dioxide and nitrogen oxides from other pollution sources shall not be higher than 10, 50 and 150 mg/m3 respectively

Wang Wei, an environmental analyst at Everbright Securities, believes that the above indicators are more stringent than before, which fully reflects the government's attitude towards winning the blue sky defense war. While the indicators are becoming stricter, we should avoid "one size fits all" and implement orderly progress in terms of time and region

the scheme proposes that the iron and steel enterprises should strengthen the automatic monitoring of pollution discharge and install the automatic monitoring system at the main discharge outlet

the 2018 government work report clearly stated that this year we should promote the transformation of ultra-low emissions in steel and other industries. The subsequent National Conference on environmental protection once again stressed that this year, the transformation of ultra-low emissions in the iron and steel industry will be launched. Previously, the ultra-low emission transformation of thermal power has been started from July, 2014. According to the requirements, all qualified power plants in China will achieve ultra-low emission by 2020

liqilin, the Board Secretary of clean environment, told the China Securities Journal that the ultra-low emission policy of iron and steel slightly exceeded expectations. The ultra-low emission transformation of thermal power has entered the middle and late stage, while the iron and steel industry requires the nationwide promotion of ultra-low emission standards, which means that the market for the upgrading and transformation of non electric industry has been opened, and has a positive role in promoting the atmospheric governance industry

"incentive + coercion" simultaneously

this plan proposes to reduce and exempt environmental protection tax, implement differentiated electricity price policy, increase financial support and credit financing support, tax incentives and other incentive policies. It is proposed that the emission concentration of air pollution is lower than the pollutant emission standard. 5 for iron and steel enterprises with 0% of the machine composed of main engine, control cabinet, servo oil source and computer control system, the environmental protection tax shall be levied at a reduced rate of 50%

at the initial stage of the transformation of the ultra-low emission suitable manufacturing electrical appliance shell, the loading speed is 0.5mm/min. The iron and steel enterprises that have completed the transformation of ultra-low emission shall be given appropriate electricity price policy support. For the enterprises that have not completed the transformation within the time limit, the price may be increased on the basis of the current electricity price, and the price increase standard shall not be higher than 0.1 yuan per kilowatt hour

implement peak shift production and transportation in the steel industry in autumn and winter in key regions. According to the performance level of pollution emission, enterprises that have not completed the ultra-low emission transformation shall increase the regulation and control of peak shift production. If the transformation is completed, the production shall not be limited or less limited

according to Wang Wei, this plan is a two-way policy promotion. On the one hand, enterprises implementing ultra-low emission transformation will be given incentives such as environmental tax reduction and exemption; On the other hand, the enterprises that have not completed the ultra-low emission transformation within the time limit shall be subject to price increase. Make full use of the successful experience in ultra-low emission transformation of thermal power, and promote the process of ultra-low emission transformation through "incentive + reverse force" at the same time

haojiming, an academician of the Chinese Academy of engineering and professor of the school of environment, Tsinghua University, previously said that the rapid development of ultra-low emissions in the thermal power industry is directly related to incentive policies such as desulfurization and denitration electricity price subsidies. In the non electricity industry, the lack of environmental incentive policies and the high cost of environmental investment and law-abiding pollution discharge have become a major obstacle to promoting ultra-low emissions in the industry

tens of billions of markets will be launched

Wang Wei believes that the ultra-low emission transformation of the iron and steel industry will open the prelude that the annual consumption of flexible packaging products in the national non electric standard lifting transformation accounts for more than half of the total, and the non electric standard lifting transformation market is expected to usher in new development. It is expected that from the middle and late 2018 to 2019, the implementation of non electricity upgrading and transformation orders will have a positive impact on the performance of relevant companies

liqilin said that the steel industry has a high degree of concentration. After the capacity was removed, a number of small enterprises were shut down, and the remaining large and medium-sized enterprises have improved their profitability and have the ability to pay. As environmental protection policies become stricter, iron and steel enterprises pay more and more attention to environmental protection and promote the transformation of ultra-low emission of iron and steel

according to the Research Report of Guosen Securities, the ultra-low emission transformation of iron and steel will bring a market space of 60billion-90billion yuan. According to the transformation schedule, about 50% of the transformation market will be completed by 2020, with a corresponding market space of 30billion-40billion yuan. This year and next will be the year of order explosion. It is estimated that the annualized market will add 15billion yuan of new orders

it is worth noting that this plan will add multiple markets. First, the wet desulfuration process in the previous iron and steel plants must be transformed or newly built semi dry process and activated coke process; Second, the policy emphasizes the pollution control of the whole process. The primary dedusting of converter and other links with relatively large investment are expected to add about 10billion yuan to the market; Third, the new standard puts forward higher requirements for monitoring instruments, basically replacing monitoring instruments, bringing new increment to the monitoring market

according to liqilin's analysis, the ultra-low emission transformation of the iron and steel industry has certain technical difficulties, and technical companies or companies with strong comprehensive strength will take the lead in benefiting from the transformation of non electricity standard raising. Clean environment has reserved some technologies for ultra-low emission of steel, and has done more than ten cases in the steel industry before

in addition, as a leading enterprise in flue gas treatment in the industry, Longjing environmental protection has core technology and equipment engineering capability in flue gas treatment in non electric industry. Its innovative dry ultra clean sintering flue gas and collaborative denitration technology are in a leading position in the industry

Copyright © 2011 JIN SHI