民生证券预计,工业燃煤锅炉将催生4000亿元的新环保市场,与“十一五”脱硫、“十二五”脱硝相比,市场规模毫不逊色,而且惠及面更广:
Minsheng securities is expected,industrial coal-fired boilers will be spawned 400 billion yuan of newenvironmental protection market, and "11th Five-Year"desulfurization, "12th Five-Year" compared to the market, the marketsize is not inferior, but also benefit more widely:
(1)除尘、脱硫工程超2000亿元,据民生证券估算,为达到新标准所规定的排放限值,全国存量燃煤锅炉中70%以上需要改造除尘器、75%以上需要进行湿法脱硫改造,仅工程市场就达2110亿元;
(1) dust removal, desulfurizationproject of over 20 billion yuan, according to the people's livelihoodsecurities estimates, to meet the new standards stipulated in the emissionlimits, the stock of coal-fired boiler more than 70% need transformationefficient dust removal device, more than 75% need wet desulfurizationtransformation, only engineering market reached 21.1 billion yuan;
(2)10t/h以下规模的小容量燃煤锅炉需淘汰,替换为新型节能环保锅炉,节能环保锅炉替换市场空间近2000亿。工业锅炉治理开启,大气治理景气周期将延续至“十三五”末,除尘、脱硫及在线监测等多个相关领域均有望受益。
(2)the size of small capacity coal-fired boilers() need to be eliminated, replacedby a new type of energy saving and environmental protection boiler, energysaving and environmental protection boiler replacement market space of nearly200 billion. Open the governance of industrial boiler, atmospheric governanceboom cycle will continue until 45 at the end, dust removal, desulfurization andon-line monitoring and other multiple related fields are expected to benefit.