深度调查丨垃圾焚烧厂“吃不饱”引关注，垃圾真的不够烧了吗？

Core Viewpoint - The article discusses the current situation of waste incineration plants in China, highlighting a paradox where many plants are facing a shortage of waste to process despite the increasing number of facilities. This has led to competition for waste and even purchasing waste in some regions [1][9]. Group 1: Industry Overview - As of 2024, there are over 1,000 waste incineration plants in China, with more than 2,000 incineration furnaces, yet many are struggling to maintain adequate waste supply [1][10]. - The overall capacity utilization rate of waste incineration plants in China is approximately 63.22%, which is below the national standard of 70% [5][10]. - There are significant regional disparities in capacity utilization, with some provinces like Xinjiang and Sichuan exceeding 80%, while others like Guangdong and Hainan are below 60% [5][7]. Group 2: Causes of Waste Shortage - The shortage of waste is attributed to several factors, including improved incineration technology and a surge in the construction of incineration plants, leading to an oversupply situation [10][11]. - The introduction of the BOT model and government subsidies in the early 2000s attracted many companies to the waste incineration sector, resulting in rapid growth from 2012 to 2019 [11][12]. Group 3: Market Dynamics - The industry is experiencing a shift towards competition for existing waste, with a decline in new project approvals and investments in recent years [11][12]. - Leading companies in the sector are consolidating their positions, while smaller firms are facing increasing challenges [11][12]. Group 4: Impact of Waste Classification - The implementation of waste classification policies has reduced the volume of waste available for incineration, although it has increased the processing of organic waste [13][14]. - Experts argue that waste classification remains essential for the efficient operation of incineration plants, as unclassified waste can negatively impact incineration efficiency [13][14]. Group 5: Innovative Solutions - Companies are exploring new business models, such as heat and power generation, to enhance revenue and mitigate risks associated with waste shortages [16][17]. - There is a growing trend of expanding services to rural areas and international markets, particularly in Southeast Asia, to secure additional waste sources [17][18].