Main listed companies in the membrane industry: At present, the listed companies in the domestic membrane industry mainly include Bishuiyuan (300070), Jinmem Technology (300334), Jiuwu Hi-Tech (300631), Wharton Technology (000920), Jinke Environment (688466), Zhaojin Motian (838813), Welley (300190).

The core viewpoints of this paper: development goals of membrane industry, sewage treatment, water resource reuse, water-saving society

1. Policy History Map

The membrane industry is a high-tech strategic industry in my country. During the "Twelfth Five-Year Plan" period, the membrane industry has been listed as the key direction of national industrial development because it occupies two strategic emerging industries of energy conservation and environmental protection and new materials. During the "Thirteenth Five-Year Plan" period, the policy direction has clarified the development focus of high-performance separation membrane materials as key strategic materials. Among them, high-performance separation membrane materials are listed as key strategic materials, and the membrane industry has developed rapidly. Looking forward to the "14th Five-Year Plan", because the current technology of the membrane industry is relatively mature, and the utilization of sewage resources in my country is still in its infancy, the policy is mainly focused on the direction of sewage treatment and environmental protection, and the membrane industry is encouraged to make greater efforts to improve the utilization efficiency of water resources. contribution.

2. Summary and interpretation of policies at the national level

——Summary of national film industry policies

Since 2010, the State Council, the National Development and Reform Commission, the Ministry of Science and Technology and other departments have successively issued policies to support and standardize the development of the membrane industry, covering the development goals of the membrane industry, the status and development direction of the membrane industry, sewage treatment, and environmental construction:

——Interpretation of key policies at the national level "The Fourteenth Five-Year Plan for Urban Sewage Treatment and Resource Utilization Development Plan"

The "14th Five-Year Plan for Urban Sewage Treatment and Resource Utilization Development Plan" was promulgated in June 2021. The "Plan" aims to effectively alleviate the contradiction between the unbalanced and insufficient development of urban sewage collection and treatment facilities in my country, systematically promote the strengthening of weak points, comprehensively improve the efficiency of sewage collection and treatment, accelerate the utilization of sewage resources, and improve the operation and maintenance level of facilities.

Among them, the requirements related to sewage treatment include: making up for the shortcomings of the urban sewage pipe network and improving the collection efficiency; strengthening the weaknesses of urban sewage treatment facilities and improving the treatment capacity; strengthening the construction of recycling facilities and promoting the utilization of sewage resources.

The inspiration of the "Planning" to the membrane industry is that due to the shortage of water resources and the improvement of water treatment standards, the upgrading of the sewage treatment industry will be promoted, and the membrane technology will be more widely used in the sewage recycling market. During the "14th Five-Year Plan" period, the membrane treatment market will exceed 100 billion, and the improvement of water resource utilization efficiency will further stimulate industrial development.

——Interpretation of the development goals of the film industry at the national level

In "Made in China 2025", membrane products are regarded as the development focus of key materials, and it is proposed that by 2025, the cost of water treatment membrane materials will be reduced by more than 20%, and the energy consumption of special separation membranes and gas separation membranes will be reduced by 20%. The core separation equipment has become the main separation method in petrochemical, coal chemical and other industries. The separation efficiency is increased by 30%, and the localization rate will exceed 50%.

3. Summary and interpretation of policies at the provincial and municipal levels

——Summary of relevant policies of membrane industry in 31 provinces and cities

High-performance membrane materials are strategic high-tech industries that support the development of water resources, energy, traditional industrial upgrading and transformation, and environmental pollution control. At present, China's membrane products are mainly concentrated in the field of water treatment, accounting for 85% of the membrane market. As the country pays more and more attention to environmental protection, the requirements for sewage treatment are also increasing, and various regions have introduced policies for sewage treatment according to local conditions, stimulating the development and demand of membrane separation technology.

At present, most of the existing and planned sewage treatment in my country is located in the coastal provinces. my country will continue to strengthen the construction of environmental protection. Provinces and cities such as Beijing, Shanghai, Tianjin, Jiangsu, Zhejiang, Guangdong and Shandong, etc. During the 13th Five-Year Plan and the 14th Five-Year Plan period, supportive policies related to strengthening water treatment were issued.

——Interpretation of the relevant development goals of the membrane industry in 31 provinces and cities

During the "14th Five-Year Plan" period, major provinces in my country also put forward the development goals of the membrane industry. Among them, Beijing, Shandong, Zhejiang, Fujian, Sichuan, Guangxi and other provinces have proposed sewage treatment goals, and Guangdong has proposed a reference investment scale of about 174.8 billion yuan for the construction of urban sewage treatment facilities in the province during the 14th Five-Year Plan period. In addition, Jiangsu, Shenyang and other provinces and cities proposed the utilization rate of urban reclaimed water, Hebei proposed the total scale target of seawater desalination, and Tianjin proposed the energy consumption reduction target.

The above data refer to the "China Membrane Industry Market Prospect and Investment Strategic Planning Analysis Report" by the Qianzhan Industry Research Institute. At the same time, the Qianzhan Industry Research Institute also provides industrial big data, industrial research, policy research, industrial chain consulting, industrial map, industrial planning, and park planning. , Industrial investment attraction, IPO fundraising feasibility study, IPO business and technology writing, IPO working paper consultation and other solutions.