Volatile organic compounds, or VOCs, belong to the "Mesozoic" air pollutants. Compared with sulfur dioxide, nitrogen oxides and other "veteran" with a history of decades of governance, VOCs only began to develop national standards in 2010. Compared with new pollutants that have not yet been included in the management or even unclear types, VOCs monitoring and management technology is relatively mature, forming a complete industrial chain. In addition, the annual emissions of more than 10 million tons of VOCs governance market has great potential. The industry generally believes that China's VOCs governance industry is in a rapid development stage, with increasing concentration and a significant market expansion.
VOCs: from small players to big stars
According to the experience of developed countries, air pollution control is basically based on flue gas dedusting - flue gas desulfurization - flue gas denitrification - VOCs sequence to promote, VOCs management market came late but strong, long development cycle.
As mentioned above, in 2010, VOCs became a key pollutant at the national level for the first time, and the VOCs treatment market was officially launched; the work should be gradually prioritized. Therefore, in 2013, the "Ten Articles of the Atmosphere" further clarified the need to carry out VOCs control in key industries such as petrochemicals, organic chemicals, surface coating, packaging and printing; in 2015, the newly revised "Air Pollution Prevention and Control Law" will be amended for the first time to include VOCs in the scope of legal supervision, including the scope of legal supervision VOCs solid legal support; "Thirteenth Five-Year " period, VOCs pollution prevention and control began to become a hot spot in the field of environmental protection. The National Development and Reform Commission and other ministries and commissions specifically issued the "Thirteenth Five-Year Plan" for the prevention and control of VOCs pollution work program proposed to 2020 total emissions of VOCs fell by more than 10%; 2021 released the "Central Committee of the Communist Party of China and the State Council on deepening the battle of pollution prevention and control opinions" emphasizes the volatile Organic compounds and nitrogen oxides synergistic emission reduction. Localities are also in the "14th Five-Year Plan" ecological environmental protection plan VOCs governance is in an important position to further strengthen governance.
In just a dozen years, VOCs gradually from the field of air pollution treatment of the supporting role to grow into the protagonist, into the "fourteen five" since then, its heat remains high, making it even higher, so that VOCs governance has become the red sea of air pollution management of the bright blue, and therefore attracted the attention of the environmental protection industry.
Market: Rapid growth, 100s of players
With the steady progress of ultra-low emission transformation in thermal power and steel industries, the growth rate of desulfurization, denitrification and dust removal market has slowed down significantly in recent years and has entered a structural adjustment period. According to the "China Environmental Protection Industry Development Status Report (2021)" jointly compiled by the Ministry of Ecology and Environment and the China Environmental Protection Industry Association, the annual revenue growth rate of enterprises in the field of air control in 2020 is only 2.3%, much lower than the industry average revenue of 7.3%, and there is a significant gap with water, solid waste and other industries. According to the "Guangdong Province Environmental Protection Industry Development Brief (2021)" statistics 1607 environmental protection enterprises, the field of air pollution prevention and control accounted for 17.4%, revenue accounted for only 5%, profit accounted for only 4.1%. Guangdong Province, the environmental protection revenue is the first in the country, its statistics can reflect the national situation to a certain extent.
As the saying goes, the East is not bright, the overall weakness of the air pollution management market, VOCs governance market is developing rapidly and has become the leader in driving growth. 2020, the country is engaged in work, the country is engaged in work. VOCs has more than 2,000 related enterprises, involving adsorption, incineration, catalytic combustion and other mainstream technologies. The study points out that from 2021 to 2025, the total market size of VOCs is expected to reach 650 billion - 750 billion yuan in governance, more than all other segments of air pollution management. Guangdong Environmental Protection Industry Association also pointed out in the report that "non-electric industry flue gas treatment VOCs become a mandatory course of air pollution treatment".
The future: intelligent environmental protection and integrated prevention and control
Savage growth has created a booming market, but the downside is also obvious.
From the enterprise level, VOCs governance industry enterprises are generally small, low concentration, scattered distribution, vulnerable to epidemics and economic fluctuations; from the technical level, adsorption, incineration, catalysis, condensation, biological governance and other related technologies continue to develop and improve, but there are still many enterprises using photocatalysis, photo-oxidation and other inefficient technologies, the governance effect is not ideal; from the policy level, VOCs regulatory system still needs to be From the policy level, the regulatory system of VOCs still needs to be improved, the division of relevant responsibilities is not clear enough, the problem of disorganized emissions is prominent, and the source control is insufficient.
The next few years will be a critical period for the VOCs management industry to move toward high-quality development, and there are several trends to watch.
First, intelligent environmental protection. In today's rapid development of big data, cloud computing and Internet technology, various industries have caught up. The train of "intelligence" has opened up a new development concept, and environmental protection is no exception. At present, China's intelligent environmental protection market size of about 70 billion, huge room for growth, VOCs pollutants from a wide range of sources, a variety of types, supervision is difficult, very suitable for the use of intelligent environmental protection concept to improve governance: the use of diverse monitoring technology to obtain first-hand data, combined with satellite, Internet and other communication channels to achieve rapid and accurate data transmission, and finally the use of computers to develop models, scientific measures to achieve VOCs precise governance and efficient governance.
Second, comprehensive prevention and control of air pollution, air pollution VOCs and other air pollutants to achieve synergistic treatment. Integrated prevention and control of air pollution refers to the air environment as a whole in a particular region, unified planning of energy structure, industrial development, urban construction layout, etc., the integrated use of a variety of technical measures to prevent pollution and improve air quality. The integrated prevention and control of air pollution has changed the past "headache doctor headache foot" try to avoid the situation according to the gourd floating ladybug.
Since 2017, China has been seriously carrying out comprehensive air pollution management actions in key areas in autumn and winter for five consecutive years. The concentration of fine particulate matter and the number of heavily polluted weather in Beijing, Tianjin, Hebei, Fenwei Plain and other areas with severe air pollution have decreased, and air quality has improved significantly.
According to information disclosed by the Ministry of Ecology and Environment and local environmental protection departments, during the "14th Five-Year Plan" period, the coordinated control of PM2.5 and ozone pollution is the theme of air pollution control in China, and VOCs, an important precursor of the two pollutants, is naturally the focus of attention. With more and more industries, VOCs emissions are included in the focus of regulation, VOCs treatment market potential is constantly being discovered, this area will certainly attract more attention.