Zhitong Finance and Economics learned that Huatai ** released a research report saying that responding to climate change is a common challenge faced by all mankind, and it is also an important starting point for promoting the construction of ecological civilization and achieving high-quality development. R&D of water-saving technologies, research on hydrological processes, and intensification of water source protection are the main areas and key tasks for climate change and ecological environmental protection, and the new model of pollution reduction and carbon reduction proposed by China will lead the global climate and environmental coordinated protection. Based on the reality of water shortage and water quality problems, drinking water safety, sewage treatment and water environment improvement are important issues for sustainable development. Driven by policy and marketAttention has been paid to the field of water treatment and resource utilization, and the potential development space of the market in related fields is broad.
The main points of Huatai ** are as follows:
The value of water scarcity is highlighted, and the theme of sustainable development is highlighted
On 22 and 24 March 2023, the United Nations convened a water conference at its headquarters in New York to clarify the path to accelerate the achievement of the water-related goals of the 2030 Agenda for Sustainable Development. According to the United Nations World Water Development Report 2023, about 10% of the world's population currently lives in countries with high or severe water scarcity, and the global water shortage situation is severe.
In a series of significant extreme hydrological events in 2021, floods and droughts occupy the main position, and the interaction between the dynamic changes of the water cycle and human society will lead to different spatial and temporal distributions of water availability, which in turn will affect the sustainable development of ecosystems.
Globally, China's water prices are low, and improving water use efficiency is the general trend
Water prices are higher in parts of Europe, with tap water in Oslo, Norway reaching as high as 6$69 cubic metre;In 2021, there was a large difference in tap water in the United States**, with the highest being 6$07 cubic meter, starting at 096 US dollars cubic meter, the water tariff in major cities is trending;In 2021, the water consumption of residents in 36 cities in China was 234 yuan ton, an increase of 43 from 2006 to 20216%。
The obvious trend of rising water prices in recent years is also expected to promote global water use efficiency, and water scarcity may constrain social and economic development: agricultural production is a heavy task, and agricultural irrigation relies heavily on groundwater;China and the United States lead the way in industrial water withdrawal, with China proposing that by 2025, the water consumption per 10,000 yuan of industrial added value will be reduced by 16% compared with 2020.
The situation of water pollution is severe, and the challenge of water security is intensifying
In October 2022, the European Union passed a proposal to formulate strict regulations to control water pollution, and from 2016 to 2021, 45% of drinking water in the United States was contaminated with PFAS, and in 2017, the proportion of surface water with good water quality in some provinces and cities in central and eastern China was less than 50%. From 2012 to 2022, the annual sewage discharge of urban counties in China increased from 41676/85.2.8 billion cubic meters increased to 63897/114.9.3 billion cubic meters, with a CAGR of 437%/3.03%, the sewage treatment rate of the city and county town is 873/75.2% to 981/96.9%。
Considering the increase in the permeability rate of sewage treatment and the stricter water quality requirements, the market space in the field related to water pollution control may be further released in the future.
Risk Warning:
Climate change is accelerating;Emergencies affect the global water environment and water resources pattern;Policies in various countries are not as strong as expected.