纯正高性能水处理膜材料上市公司（Pure high-performance water treatment membrane material listed company）

纯正高性能水处理膜材料上市公司（Pure high-performance water treatment membrane material listed company） 纯正高性能水处理膜材料上市公司(Pure high-performance water treatment membrane material listed company) Pure high-performance water treatment membrane material listed company In September 6, 2012, the Ministry of science and Technology issued a "high performance membrane materials science and technology development planning", "12th Five-Year" 12th Five-Year "proposed" during the China Film Science and technology development "three upgrade (to enhance the capability of independent innovation and industrial competitiveness, in resource saving and environmental friendly society construction in the contribution, a perfect (perfect) the overall goal of the construction of innovation system)". 1, review the high performance membrane material technology development "12th Five-Year" special plan According to the "high performance membrane material technology development," 12th Five-Year special plan, in 2010, China's membrane output value of more than 30 billion yuan, accounting for about 10% of the global membrane market. Plan put forward, by 2015, the scale of the membrane industry reached one hundred billion yuan scale, the industry annual growth rate of 30% (according to this growth rate is estimated that in 2015 the market size of about 111 billion 400 million yuan), but only for the expected indicators. In the binding index, the plan proposes to realize the localization of the 5-8 key membrane materials. The 3~6 of the membrane production line is constructed, but the material type and production line capacity information are not specifically disclosed. From the content point of view, the biggest highlight of the plan is to put forward "to 2015 film industry reached 100 billion yuan of industrial scale, the annual growth rate of 30%, and puts forward 2 binding targets" to realize the localization of 5-8 key membrane materials; construction of film production line 3~6". At the same time, specific key research areas, key research techniques and integrated demonstration projects of planning and construction are proposed. However, the specific scale of investment is not given, and more from the point of view of technical and industrial development guidelines. The introduction of this plan exceeded market expectations. Earlier, in May 2012, the China Securities Journal reported that the "separation membrane" 12th Five-Year plan will be introduced. From this point of view, the separation membrane is part of this high performance membrane. The current listing of water engineering company (listed according to the time order): million Banda, clean water source, electric green, Werleigh, Baan water, Tianjin membrane technology. Among them, the enterprise is mainly engaged in film production originwater (MBR antifouling membrane), Tianjin membrane technology (the depth of processing, and desalination), in addition, there are under the age of Walton, Magicstor (brackish water). Including the field of membrane materials: high performance water treatment membrane materials (high performance reverse osmosis membrane materials used in seawater desalination, high flux membrane materials used in groundwater for drinking water production, MBR special membrane material used in large municipal sewage treatment etc.); special separation membrane materials for process industrial (high performance ceramic membrane and membrane reactor used in industrial high precision separation, gas separation membrane materials used in the development of high pure gas, gas purification membrane materials used in high temperature gas purification, pervaporation membrane materials used in solvent separation); ion exchange membrane material (application perfluorinated ion exchange membrane used in chlor alkali industry, solid oxide fuel cell membrane materials used in fuel cell, bipolar membrane and diffusion dialysis membrane in the waste acid treatment etc.). 2, pure high-performance water treatment membrane materials listed companies The clean water source (300070): Originwater was founded in July 2001, and listed on the gem in April 2010, is now the gem to raise funds up to the enterprise, the company relies on its advanced membrane biological technology, and provide resources of the overall solution of sewage treatment for customers, and have a brand with strong financial strength, in independent innovation and business development in the international industry the forefront of China's environmental protection industry has become the new industry leading enterprises. The company's main business is engaged in MBR technology as a solution provider, to provide a package of application of MBR technology to build a sewage treatment plant or water recycling plant overall technical solutions to the main business areas are city sewage treatment and recycling, but also undertake the new rural construction and water conservation district water environment governance etc. business. The company's business income has obvious seasonal characteristics. The company after years of continuous development and innovation of technology, has made three key areas of technology in MBRR technology, membrane technology and membrane materials and equipment were internationally recognized, comprehensive with core technology and intellectual property rights, and successfully put into commercial applications, the core of the key techniques in the industry-leading level. Company and Tsinghua University and other cooperative research and development of "low energy consumption membrane - bioreactor, wastewater recycling new technologies and engineering applications" won the national science and technology progress award two, and so on. Sewage resources in membrane bioreactor (MBRU) developed by the company won the "national independent innovation products certificate"; MBR-120 sets of membrane membrane components and energy saving of large membrane biological reactor set has won the "national key new product certificate"; The company of membrane bioreactor technology core equipment industry R & D and won the "National Torch Plan projects"; the regeneration of Beijing Miyun company Waterworks Project won the "national key environmental protection practical technology demonstration project". In order to promote the company's business development, R & D costs increased year by year, accounting for the proportion of operating income increased accordingly. In terms of innovation and development, in the field of technology development of Supercritical / microfiltration membrane manufacturing technology, a new generation of energy saving and new membrane group equipment technology, MBR technology and CMF application in membrane technology as the core of the further progress, and in the leading position in the industry. At the same time, the company began to use its own technology into the field of industrial wastewater, forming a comprehensive technical strength. In addition, the company as the lead who assume the state water project, more than 863 national research projects, the successful implementation of the company development direction and the national scientific research planning complete fusion; the film material production exhibition, companies continue to expand production capacity, in Kunming to start building new bases in Beijing, Huairou base, and the establishment of a joint venture production membrane materials in Wuxi and Japan MITSUBISHI rayon plant style clubs, to meet the growing market demand. The company currently has become super / microfiltration membrane is one of the world's largest manufacturer, and realized with completely self-supporting membrane; at the same time, the company has made headway in the management, brand, human resources and other fields, and constantly improve the management level of the company, the number of employees increased sharply, the company brand has become a famous brand in the industry. As of now, the construction of the water film produced from Beijing originwater membrane technology company, annual production capacity of 2 million 300 thousand square meters (including a total 300 thousand square meters of production capacity put into operation in 2008 two, 2 million square meters of production capacity of the production in 2010). The company has built a comprehensive sewage treatment project, has achieved full self-sufficiency of membrane materials. In 2011, Hunan originwater (1 million square meters, film types did not disclose), Wuxi Liyang (UF 1 million square meters), Inner Mongolia Dongyuan (1 million square meters of ultra filtration water) company has set up, all the design and construction of film production line, annual production capacity of 3 million square meters in total. According to the project feasibility study report, the fastest Wuxi Li Yang film production line will be put into operation before the end of 2012. Secondly, Tianjin membrane technology (300334): As one of the earliest in the membrane associated water treatment equipment manufacturing enterprises, Tianjin membrane technology is rich in different types of technical reserves and project experience, but with originwater from engineering contracting extends to the equipment manufacturing counterparts, the relative lack in large municipal projects contracting experience. With the listing of investment projects to raise funds in place, the company's membrane module production capacity is about 4 times the existing, restricting its growth, the more important factor is market development. The company's main business is the PVDF hollow fiber membrane and membrane development, production and sales, and provide a whole solution method of water membrane; membrane, membrane engineering company products two business revenue / gross profit accounted for approximately 25%/35% and 75%/65%, the company consolidated gross profit rate, net interest rate is about in 40%-45%, 20%-25%. The company of membrane water treatment business scope from the sewage treatment and reuse (reuse, industrial wastewater treatment and reuse of municipal sewage treatment and water purification), and gradually extended to the field of seawater desalination and a special industrial separation field. The company is the leading domestic membrane water treatment company. At present, the company has solution hollow fiber membrane capacity of 1 million square meters / year. The company's core competitive advantage is to have a technology system, film making and membrane application complete include: formulation technology and spinning technology (series of solution spinning, melt spinning, spinning, film coating) application of a series of (CMF, SMF, MBR, TWF) and the technology of coupling technology. Therefore, water treatment membrane company has accumulated rich experience in project and leading market share in the municipal sewage and industrial wastewater treatment, municipal / industrial water purification, desalination and other fields, such as the company has been in the building and construction of municipal sewage treatment scale of 400 thousand tons / day, the municipal water purification to scale up to 110 thousand tons / day, were accounted for in the total size of the membrane water treatment 21%, 10%. Membrane treatment of water reuse technology is outstanding, and has broad application prospects. With the sewage discharge and the water quality standard is increasing, the membrane water resource technology because of its characteristics of process automation, high quality and good stability, has become one of the mainstream technology of water resources. At present, the market size of the global membrane module and membrane engineering is about 11 billion US dollars and 40 billion US dollars, and the market scale of the domestic membrane module and membrane engineering is about 32 billion yuan. In the near future China clearly put forward the development and utilization of water resources, water use efficiency and water control control limits the function of water resources management in 2030 the main target pollutant "three line" under the impetus of China's film market is expected to average annual growth of about 25%-30%. The company intends to issue the IPO 29 million shares (representing 25% of the total share capital of 116 million shares issued), equity investment 320 million yuan for the construction of an annual output of 1 million 350 thousand square meters of composite thermal induced phase separation of high performance PVDF hollow fiber membrane industry, daily processing capacity of 1 million 350 thousand tons of seawater desalination pretreatment membrane and complete sets of equipment industry, technology research and development center and the marketing network construction project four. Up to now, Tianjin membrane technology has been put into operation in the membrane production line, with an annual capacity of 1 million 100 thousand square meters, and the membrane produced at the same time for the project for personal use and export. The company's capacity under construction includes composite heat induced phase separation method, high-performance PVDF hollow fiber membrane production line (1 million 350 thousand square meters), solution hollow fiber membrane production line (1 million 800 thousand square meters), and now the products have been sold and exported. At the same time, the company is actively developing desalination related ro membrane. Third, Magicstor (000920): The company's Guiyang Walton declared with anti pollution reverse osmosis membrane and assembly of industrial projects, in 2011 to become the 16 national central funds to support strategic emerging industries (energy saving) is one of the projects, in September 2011 by the investment plan of 12 million yuan of funds within the central budget, at the same time by the province in 2011 the fifth batch of infrastructure investment plan budget funds 1 million yuan, the total was 13 million yuan. July 22, 2011 Zhengbao news: the project plans to build 1 anti pollution composite reverse osmosis membrane production line, to achieve industrial production. The total investment of the project is 97 million 970 thousand yuan, the construction scale will be 3 million 600 thousand square meters per year, and the reverse osmosis membrane and 100 thousand components will be built. After the completion of the project, the annual output value will be increased by 180 million yuan, and the profit after tax will be RMB 26 million 560 thousand yuan. The project started in September 2011 and was put into operation in December 2012. The anti pollution reverse osmosis membrane components and industrial projects, industrial projects in the 863 Program on the basis of the results of the link, the implementation of the project will promote domestic reverse osmosis membrane market share and expand the application fields of the pace of environmental protection. Beijing times Walton technology company (42%) and its holding subsidiary, Guiyang times Walton technology company (95%), the main composite reverse osmosis membrane production, its membrane components products can be used for desalination of water treatment projects. Beijing times Walton by the company and the CSR group, Zhuzhou Electric Locomotive Research Institute jointly established, is the largest and most technologically advanced composite reverse osmosis membrane manufacturer. Currently, we have RO membrane capacity of 3 million square meters, annual output of over 2 million 800 thousand square meters (35-50 yuan per square meter sales, cost 20 yuan / square meter). 4%-5% share of desalination reverse osmosis membrane market, accounting for 50% of the supply of domestic enterprises. Beijing times Walton company introduced a full set of the composite membrane mass production and industrialization process, through comprehensive absorption digestion, the film production technology, improve and innovation, the era of Huitong directly into the reverse osmosis membrane produced a very high technological level. The company's VONTRON reverse osmosis membrane products have been certified by the United States NSF, widely used in desalination, drinking water purification, sewage purification, concentration, purification and other fields, and exported overseas. Beijing era, Walton 2011 Annual net profit of 3 million 273 thousand and 800 yuan, Guiyang times Walton 2011 Annual net profit of 51 million 560 thousand and 200 yuan. 2012 1-6 months, Guiyang era, Walton revenue and operating profit have achieved steady growth. In September 4, 2012, the Ministry of science and technology, development and Reform Commission issued the "seawater desalination technology development planning", "12th Five-Year" composite reverse osmosis membrane is a subsidiary of Guiyang Walton production as one of the key parts of desalination of sea water, "and may have a positive impact on Guiyang Walton external market environment planning" issued, but the actual impact at present the company's business development is difficult to estimate.