上市企业：龙净环保（600388）,清新环境（002573）,菲达环保（600526）,雪浪环境（300385）,中电环 保（300172）,永清环保（300187） 相关报告：智研咨询发布的《2025-2031年中国大气污染防治设备行业市场供需态势及投资潜力研判报 告》 2020-2025年1-7月中国大气污染防治设备产量统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据显示：2025年7月中国大气污染防治设备产量为3万台(套)，同比下降3.6%；2025年 1-7月中国大气污染防治设备累计产量为18.4万台(套)，累计下降20.2%。 ...

Group 1 - The core viewpoint of the article highlights a significant decline in the production of air pollution control equipment in China, with a projected decrease of 31.2% year-on-year in May 2025 [1] - According to the National Bureau of Statistics, the cumulative production of air pollution control equipment from January to May 2025 is reported at 124,000 units, reflecting a 23.2% decrease compared to the previous year [1] - The article references a report by Zhiyan Consulting, which provides insights into the market supply and demand dynamics of the air pollution control equipment industry in China from 2025 to 2031 [1] Group 2 - The listed companies in the air pollution control sector include Longjing Environmental Protection (600388), Qingxin Environment (002573), Fida Environmental Protection (600526), Xuelang Environment (300385), China Electric Environmental Protection (300172), and Yongqing Environmental Protection (300187) [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [1] - The article emphasizes the importance of market insights and comprehensive industry solutions provided by Zhiyan Consulting to empower investment decisions [1]

Group 1 - The core viewpoint of the article highlights a significant decline in the production of air pollution control equipment in China, with a projected decrease of 24.4% year-on-year for June 2025 [1] - According to the National Bureau of Statistics, the cumulative production of air pollution control equipment in China for the first half of 2025 is reported at 152,000 units, reflecting a 23.5% decrease [1] - The article references a market supply and demand report by Zhiyan Consulting, which assesses the investment potential in the air pollution control equipment industry from 2025 to 2031 [1] Group 2 - Listed companies in the air pollution control sector include Longjing Environmental Protection (600388), Qingxin Environment (002573), Fida Environmental Protection (600526), Xuelang Environment (300385), China Electric Environmental Protection (300172), and Yongqing Environmental Protection (300187) [1]

Core Insights - The revenue scale of China's environmental protection product specialized enterprises is projected to reach 1283 billion yuan in 2024, with a steady growth trend observed from 2020 to 2023 [2][3] Group 1: Revenue Growth - The operating revenue of China's environmental protection product enterprises was 1285 billion yuan in 2023, with the environmental business revenue at 978 billion yuan [2] - The estimated total operating revenue for specialized environmental protection equipment enterprises in 2024 is approximately 1283 billion yuan, with environmental business revenue around 975 billion yuan [2] Group 2: Demand Structure - The demand structure of the environmental protection equipment industry is dominated by water pollution prevention and air pollution control equipment, which occupy the majority of the market share [4] - The main categories of environmental protection equipment include water pollution control equipment, air pollution control equipment, solid waste treatment and resource recovery equipment, soil and groundwater remediation equipment, and noise and vibration control equipment [4] Group 3: Investment Trends - From 2015 to 2023, the total investment in industrial pollution control in China showed an overall declining trend, with a rebound in 2023 to 36.24 billion yuan, reflecting a year-on-year increase of 26.8% [7] - The estimated total investment in industrial pollution control for 2024 is approximately 355 billion yuan [7] - The shift in demand reflects a transition from end-of-pipe treatment to source prevention, with a growing preference for comprehensive solutions over single equipment purchases [7] Group 4: Supply and Demand Analysis - The supply-demand situation indicates that representative enterprises in the environmental equipment market are experiencing a supply shortage, with companies like Qingda Environmental maintaining a production-sales rate around 100% [9] - Many products from companies such as Fida Environmental and Zhongjian Huaneng have production-sales rates exceeding 100%, indicating strong demand [9] - The average production-sales rate of representative enterprises in the environmental equipment sector has shown an increasing trend, exceeding 100% from 2021 to 2024, with 2024 projected at 101.0% [10]

Industry Overview - Air pollution control equipment refers to machinery, devices, systems, or technologies used to reduce, control, or eliminate air pollutant emissions, aimed at improving air quality and protecting human health and the ecological environment [1][2] - In 2024, the production of air pollution control equipment in China is projected to reach 414,000 sets [8] - The industry is expected to develop in the direction of "high-end technology, comprehensive services, and global markets" [20] Market Dynamics - Approximately 70% of cities in China do not meet the new air quality standards, particularly in regions like Beijing-Tianjin-Hebei, Yangtze River Delta, and Pearl River Delta, where smog pollution is severe [4] - The market size for air pollution control equipment is estimated to be around 210 billion yuan in 2024 [4] Government Policies - The Chinese government has implemented various policies to combat air pollution, including the "Air Quality Continuous Improvement Action Plan" and the "Comprehensive Governance Action Plan for Air Pollution in the Beijing-Tianjin-Hebei Region and Surrounding Areas for Autumn and Winter 2023-2024" [4][6] - These policies create favorable development opportunities for the air pollution control equipment industry [4] Industry Chain - The upstream of the air pollution control equipment industry includes raw materials such as steel, ceramics, and activated carbon, as well as core components like pulse valves and quality flow meters [10] - The downstream applications primarily involve industries such as petrochemicals, metallurgy, electricity, pharmaceuticals, and building materials [10] Competitive Landscape - The air pollution control equipment industry in China is characterized by intense competition with a diverse range of players, including large state-owned enterprises, private companies, and foreign firms [14] - Major companies in the industry include China Energy Conservation and Environmental Protection Group, Beijing Qingxin Environment, Longking Environmental Protection, and Fida Environmental Protection [14][16] Key Companies - Longking Environmental Protection reported a revenue of 4.966 billion yuan from dust removal equipment and related services in 2024, an increase of 244 million yuan from 2023 [16] - Fida Environmental Protection achieved a revenue of 1.793 billion yuan from dust removal equipment, an increase of 88 million yuan from 2023 [18] Future Trends - The air pollution control equipment industry is expected to face higher demands for pollution reduction and air quality improvement as industrialization and urbanization continue [20]