VOCs治理
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环保行业跟踪周报:伟明环保印尼镍配额有望收紧+固废量大价高,龙净环保受益大气治理需求-20251222
Soochow Securities· 2025-12-22 09:05
证券研究报告·行业跟踪周报·环保 环保行业跟踪周报 【伟明环保】印尼镍配额有望收紧+固废量 大价高,【龙净环保】受益大气治理需求 增持(维持) [Table_Tag] [投资要点 Table_Summary] ◼ 风险提示:政策推广不及预期,财政支出低于预期,行业竞争加剧。 2025 年 12 月 22 日 证券分析师 袁理 执业证书:S0600511080001 021-60199782 yuanl@dwzq.com.cn 证券分析师 陈孜文 执业证书:S0600523070006 chenzw@dwzq.com.cn 研究助理 田源 2025-12-16 《中央经济工作会议强化双碳转型, 优质运营资产迎市场化改革&国际化 拓展》 2025-12-15 东吴证券研究所 1/25 请务必阅读正文之后的免责声明部分 ◼ 重点推荐:瀚蓝环境,龙净环保,高能环境,绿色动力环保,绿色动力,海螺创业, 永兴股份,光大环境,军信股份,粤海投资,美埃科技,九丰能源,宇通重工,景 津装备,新奥能源,昆仑能源,三峰环境,兴蓉环境,洪城环境,中国水务,伟明 环保,蓝天燃气,新奥股份,赛恩斯,金科环境,英科再生,路德科技。 ◼ 建 ...
还剩4个月!急需拿出务实举措解决VOCs治理难题!
Zhong Guo Huan Jing Bao· 2025-08-22 00:20
Core Viewpoint - The reduction of VOCs (volatile organic compounds) is a critical constraint for improving air quality, and grassroots environmental work must implement practical measures to address the challenges in VOCs governance as the "14th Five-Year Plan" approaches its conclusion [1][3]. Group 1: Challenges in VOCs Governance - The grassroots VOCs governance faces three main difficulties: 1. Difficulty in promoting source substitution due to high cost pressures and weak technical adaptability, leading many enterprises to adopt a wait-and-see attitude [1]. 2. Gaps in process control, with significant issues related to unorganized emissions from storage tanks and pipeline leaks, resulting in regulatory blind spots [1]. 3. Poor effectiveness of end-of-pipe treatment, with many enterprises lacking the ability to select and manage effective VOCs treatment technologies [1]. Group 2: Solutions for VOCs Governance - To address these challenges, a systematic governance approach is recommended, including: 1. Establishing three lists: a target gap list to quantify emission reduction needs by industry and enterprise, a rectification task list with clear deadlines and standards, and a responsibility implementation list to ensure accountability [2]. 2. Engineering reduction strategies should prioritize low-cost, quick-effect solutions tailored to specific industries, such as using "adsorption + combustion" for low-concentration waste gas in furniture and printing industries [2]. 3. Structural reduction should be guided by policies and market forces, with government projects leading by example in using low-VOCs materials and providing incentives for compliant enterprises [3]. Group 3: Future Directions - The next four months are crucial for achieving the goals of the "14th Five-Year Plan," requiring precise measures to ensure timely completion and the establishment of long-term mechanisms for VOCs governance [3].
康源环保技术创新驱动VOCs治理系统转型升级
Zhong Guo Huan Jing Bao· 2025-05-14 06:37
Core Viewpoint - Guangdong Kangyuan Environmental Protection Equipment Co., Ltd. has successfully developed the "Intelligent and Efficient Composite Biological Filter Bed Technology," overcoming traditional VOCs treatment technology limitations and demonstrating significant ecological and economic benefits across various industries [1] Technology Innovation - The traditional VOCs treatment technologies face issues such as low efficiency, high energy consumption, and secondary pollution. After five years of research, Kangyuan's team achieved breakthroughs in three areas: biological degradation, intelligent control, and material processes [3] - In biological degradation, a high-adaptability composite microbial community was cultivated, achieving a VOCs removal rate consistently above 90%. Compared to traditional methods, microbial activity increased by 50%, and removal efficiency improved from 30% to over 90%, with shock load resistance enhanced by 2.3 times [3] - The intelligent monitoring system integrates IoT sensing, big data analysis, and AI algorithms, allowing real-time collection of 12 key parameters. This innovation reduced energy consumption by 35% compared to traditional methods, while maintaining treatment efficiency fluctuations within ±2% [3] Material and Process - The composite filler developed by the team has a specific surface area of 1800 m²/m³ and a porosity of 85%. The gas retention time is extended to 1.8 times that of traditional technologies, leading to a 30% reduction in microbial film formation time and a decrease in system startup time from 15 days to 10 days [4] Multi-Dimensional Advantages - The technology avoids explosion risks associated with RTO/RCO technologies, achieving an explosion-proof rating of ExdⅡBT4. Operating costs are reduced by over 70% compared to activated carbon adsorption, with a filler lifespan exceeding 8 years and a 70% reduction in maintenance frequency [6] - The process generates no secondary pollution, with degradation products primarily being CO2 and H2O. Noise levels are kept below 65 dB(A), and overall carbon emissions are reduced by 82% compared to combustion methods [6] - The remote monitoring platform allows for 24/7 unattended operation, with a fault self-diagnosis accuracy of 95% and a maintenance response time of two hours. The introduction of a big data prediction model enables a 72-hour advance prediction of filler layer status changes, reducing user maintenance costs by 70% [6] Application Practice - The technology has shown significant results across various industries. In the printed circuit board industry, it effectively addressed complex benzene pollution, maintaining VOCs emissions below 10 mg/m³ and saving annual operating costs of 6.78 million yuan. In the lithium battery industry, a specialized microbial combination achieved a treatment efficiency of 93.5% for NMP recovery tail gas [8] - The technology has standardized modular designs, with a single system capable of handling 5000 m³/h to 100,000 m³/h. As of last year, 23 engineering cases have been implemented across 8 sub-industries, with an online equipment rate of 98.7% [9] - The project has received high praise from experts for its three major innovations: the introduction of AI predictive control technology into biological filter systems, the development of composite fillers with both physical adsorption and biological affinity, and the establishment of a cross-industry VOCs characteristic database. The technology has been granted 3 invention patents and 13 utility model patents, forming a complete technical standard system [9]