光伏废水处理：政策、标准趋严带来新市场，多个亿级订单已发出

Industry Investment Rating - The report maintains a "Positive" investment rating for the industry, indicating an optimistic outlook for the sector [9] Core Views - The Ministry of Industry and Information Technology's 2024 edition of the "Photovoltaic Manufacturing Industry Standard Conditions" has introduced stricter water consumption requirements for silicon, silicon wafers, and battery projects, creating opportunities in industrial wastewater and recycled water sectors [2] - The photovoltaic wastewater treatment market is estimated to reach 5.954 billion yuan by the first half of 2024, driven by strong growth in China's photovoltaic industry [5] - Recent years have seen multiple 100-million-yuan level photovoltaic wastewater treatment project orders, with some water treatment and membrane companies already having relevant experience [2][6] Industry Analysis Why Reduce Water Consumption in Photovoltaic Projects? - Policy changes: The Ministry of Ecology and Environment released draft regulations in October 2024 to strengthen environmental protection requirements for photovoltaic projects, including stricter wastewater treatment standards [5] - Industry standards: Water consumption requirements for photovoltaic manufacturing have been continuously increasing, with the 2024 standards being significantly stricter than previous versions [5][21] - Industry development: China's photovoltaic industry has seen rapid growth, with 216.88GW of new grid-connected capacity in 2023, leading to increased wastewater treatment demand [25] Photovoltaic Wastewater Treatment Methods - Main sources of wastewater include cutting fluid wastewater, degumming wastewater, and cleaning wastewater, with degumming wastewater accounting for the largest proportion [6][41] - Key treatment processes involve ultrafiltration and reverse osmosis membranes, driving demand for membrane-related companies [6][42] - The main challenge in photovoltaic wastewater treatment is fluoride ion removal, typically addressed through chemical precipitation and other methods [47] Market Opportunities and Competitive Landscape - Recent years have seen multiple large-scale photovoltaic wastewater treatment projects, with treatment capacities ranging from 5,000 to 120,000 tons per day [52] - Some projects use EPC mode, while others operate under concession models with 30-year operation periods [52] - Several companies have gained experience in photovoltaic wastewater treatment, including Jinko Environment, Tianyuan Environmental Protection, and OriginWater [7][56] Industry Trends and Projections - Water consumption in photovoltaic manufacturing is expected to decrease with technological advancements, particularly through the application of recycled water technology [26] - The industry is moving towards stricter water consumption standards, with new projects required to achieve higher recycled water usage rates [21] - The market for photovoltaic battery wastewater treatment is projected to reach 5.954 billion yuan by the first half of 2024 [25]