解决固废处理顽疾的关键,是要形成可持续的商业模式
第一财经·2026-01-15 03:09

Core Viewpoint - The article discusses the recently released "Comprehensive Solid Waste Management Action Plan" by the State Council, emphasizing the need for sustainable business models in solid waste management to address the significant challenges posed by the large volume of solid waste generated in China [2][5]. Group 1: Current Market and Challenges - China's solid waste treatment market has reached a scale of 945.877 billion yuan in 2024, indicating substantial growth potential as both historical and current solid waste needs to be managed under the principles of a circular economy [3]. - The annual generation of solid waste exceeds 11 billion tons, including industrial, construction, household, agricultural, and hazardous waste, presenting numerous challenges in comprehensive management [2]. Group 2: Government Role and Policy Support - The government plays a crucial role in providing policy support for the solid waste treatment industry, utilizing investment, technology, land use, and tax incentives to foster sustainable business models [5]. - Specific policies include coordinating existing funding channels for resource recycling projects and ensuring that at least 1% of industrial land is allocated for resource recycling facilities [5]. Group 3: Technological Advancements - Technological progress is fundamental for improving both input and output in solid waste management, with recent breakthroughs in key technologies being widely applied [6][7]. - The Action Plan calls for continued research and development of critical recycling technologies and major equipment, with active participation from fiscal investments, social capital, and enterprises [7]. Group 4: Business Model Development - There is a need for operating entities to explore and establish unique business models, transitioning from a "project-led" to a "model-led" approach in solid waste management [8]. - The competitive landscape in the solid waste treatment sector is intensifying, with a minimum registered capital of 100 million yuan becoming the baseline for participation, highlighting the importance of having a mature business model for sustainable growth [8].