on the evening of April 6, Infore Environment Technology Group Co.Ltd(000967) announced that the wholly-owned subsidiary Changsha Zoomlion Heavy Industry Science And Technology Co.Ltd(000157) Environmental Industry Co., Ltd. (hereinafter referred to as “Zoomlion environment”) had received the letter of acceptance of Huaibei integrated sanitation franchise project (hereinafter referred to as “Huaibei project”), with a total amount of 1.033 billion yuan
Image source: Infore Environment Technology Group Co.Ltd(000967)
Since 2022, Infore Environment Technology Group Co.Ltd(000967) winning projects have spread all over South China, East China, central China, southwest, North China, northeast, northwest and other regions. In March alone, they successively won the bid in Baishan, Jilin, Daye, Hubei, Xiangcheng, Suzhou, Shangyu, Shaoxing, Guilin, Guangxi, Shenzhen, Guangdong and Huaibei, Anhui, with a total contract amount of nearly 1.27 billion yuan.
Winning big orders frequently is the epitome of the “sanitation” track!
The reporter of Shanghai Securities News found that many listed companies such as Eit Environmental Development Group Co.Ltd(300815) , China Tianying Inc(000035) , Qiaoyin City Management Co.Ltd(002973) , fulongma and so on have made gains this year.
environment Sinan data monitoring shows that in the first two months of 2022, 9 listed environmental sanitation companies (including Hong Kong stocks) reaped 47 environmental sanitation service projects, with a total contract amount of 3.37 billion yuan
several A-share sanitation companies have won big orders
Winning the 1 billion yuan Huaibei project, Infore Environment Technology Group Co.Ltd(000967) can be described as “passing five passes and cutting six generals”!
Huaibei public resources trading network news, on March 19, Huaibei project announced the bid opening record form, with a total of 40 enterprises bidding. Zhonghuanjie, Kangjie technology group, Beikong city service, Zhonglian environment, fulongma, Qiaoyin City Management Co.Ltd(002973) , poly property, Tus Environmental Science And Technology Development Co.Ltd(000826) , XCMG environment, cecep, maxima, high energy era and many other well-known enterprises appeared.
“Winning the bid for the above project indicates that the integrated operation and management ability of the company’s sanitation operation has been recognized by the market, which is conducive to enhancing the market influence of the company’s integrated sanitation service, further consolidating the company’s comprehensive competitiveness, and will have a positive impact on the company’s future business performance.” Infore Environment Technology Group Co.Ltd(000967) indicates.
Infore Environment Technology Group Co.Ltd(000967) announcement list
The announcement shows that this is the third time since Infore Environment Technology Group Co.Ltd(000967) this year to disclose the bid winning announcement. On January 27, the company disclosed that Zoomlion environment received the letter of acceptance for the procurement of “city housekeeper” services in the old urban area of Chengxiang Town, Taicang City, with a bid winning amount of about 197 million yuan; On February 25, the company disclosed that Zoomlion environment received the letter of acceptance for the procurement of equipment for the green circular economy industrial park and supporting infrastructure project in Nanming District, with a bid winning amount of 61.622 million yuan
As a leader in sanitation, Infore Environment Technology Group Co.Ltd(000967) has formed a smart sanitation system with its own characteristics with “smart equipment, smart service and smart cloud platform” as the core. It has successfully implemented and operated more than 100 sanitation service projects in many provinces and cities across the country. Its business scope covers classified garbage collection and transportation, urban and rural road cleaning, municipal gardens, marine sanitation, etc., and has built a fully mechanized sanitation operation scene.
Photo source: Official Website of Xi’an Yanliang District Government
This year, China Tianying Inc(000035) . On January 25, China Tianying Inc(000035) disclosed that the company became the bid winner of Yanji beautiful rural sanitation integration project, with a total bid winning amount of 93.444 million yuan; On March 24, China Tianying Inc(000035) pre won the bid for the urban sanitation project in Yanliang District, Xi’an, with a bid winning amount of nearly 90 million yuan
China Tianying Inc(000035) announcement list
According to the data monitoring of environmental Sinan, in 2021 China Tianying Inc(000035) (including Jiangsu Yinghuan) won a total of 15 sanitation and waste classification projects, and the annual newly signed sanitation contract amount was less than 400 million (370 million yuan) up to now, China Tianying Inc(000035) (including Jiangsu Yinghuan) has won 9 environmental sanitation and waste classification projects successively in 2022, with a total contract amount of nearly 500 million yuan, exceeding that of last year
According to the latest announcement of fulongma, the company won the environmental sanitation service projects in Longyan City, Fujian Province, Handan City, Hebei Province, Zunyi City, Guizhou Province, Tianjin and other places in March. As of March 31, the company won 10 environmental sanitation service projects in 2022, with a total annual amount of about 152 million yuan and a total contract amount of 548 million yuan.
Eit Environmental Development Group Co.Ltd(300815) bid winning result
In addition, on March 10, Eit Environmental Development Group Co.Ltd(300815) nearly 300 million yuan won the bid for the integrated market operation service project of urban and rural sanitation, gardens and municipal administration in Qingshan District, Baotou city.
new regulations to be implemented
Longtou rush to the beach
“In recent years, under the background of the introduction of the new ‘solid waste law’ and the promotion of waste free city construction, more and more attention has been paid to urban comprehensive environmental governance, and the whole sanitation track has a high-profile atmosphere. Not only the head sanitation companies have ‘rushed to the beach’, but also the property companies have extended to urban environmental services.” Industry analysts said.
Source: Environment Department
According to the data of the environment department, the annualized turnover of environmental sanitation services in the same period of 2020, 2021 and 2022 (from January 1 to March 16) was 9.7 billion, 13.2 billion and 14.2 billion respectively.
It is worth noting that the new version of urban road cleaning and quality evaluation standard issued by the Ministry of housing and urban rural development earlier will be officially implemented as a new industry standard from May 1.
Source: Official Website of housing and Urban Rural Development Bureau
Specifically, the main technical contents of this revision include:
\u3000\u30001. Revised the classification of road cleaning and cleaning;
\u3000\u30002. Modify and add some terms of requirements for road cleaning and cleaning operation;
\u3000\u30003. Adjust the content of road cleaning quality evaluation;
\u3000\u30004. The inspection and evaluation steps and methods of road sensory quality are modified;
\u3000\u30005. The steps and methods of detecting and evaluating the density of visible garbage and stains on the road are modified;
\u3000\u30006. The calculation method of road cleanliness evaluation is modified.
“Standards have improved.” The aforementioned insiders said. For example, taking the classification of road cleaning and cleaning level as an example, the new standard divides the original class III Road (Note: the road around general enterprises and institutions and residential areas) into class II, and the original class IV road is upgraded to class III, which essentially improves the standard of road cleaning and cleaning.
For another example, in terms of the quality requirements for road cleaning and cleaning, the original road standard requires “grade I road ≥ 70 points, grade II Road ≥ 60 points, grade III road ≥ 50 points and grade IV road ≥ 40 points”; The new standard stipulates that “the total score of road cleanliness evaluation of each cleaning and cleaning level is higher than 60 and the score of each individual evaluation is higher than 0 as the qualified standard”.
With regard to the release of environmental sanitation market space in the future, Guosheng Securities pointed out in its Research Report on the head company Fujian Longma Environmental Sanitation Equipment Co.Ltd(603686) that under the background of the improvement of mechanization rate, the sales of environmental sanitation equipment is expected to improve. At the same time, the marketization of environmental sanitation continues to release operation service orders, and the marketization process is accelerated. The company has outstanding order taking ability and excellent management ability. It is expected to rely on the advantages of environmental sanitation equipment, with obvious advantages of moving down the industrial chain. At the same time, new energy equipment is expected to become a new growth point.
