| 情况如何，有哪些标志性项目支撑？ | | --- | | 答：公司在工业水处理与海水资源综合利用是公司重点拓展的高附加值 | | 领域，目前都有一定的进展。工业水处理方面，在公司战略聚焦以来，我们也 | | 有多个重点项目落地，比如东北区域，公司先后中标辽宁灯塔经济开发区工业 | | 污水处理项目、辽源高新区工业污水厂总承包项目（服务医药化工企业），同 | | 时在山东新泰市落地提标扩规项目，充分体现了公司在工业水处理领域的技术 | | 实力与市场深耕能力。海水资源综合利用领域，公司近年加速技术研发与业务 | | 拓展，目前海淡相关膜产品技术指标已达到国际一流水平，"UF-RO"双膜集成 | | 技术反渗透膜脱盐率达 99.8%，超纯水反渗透膜 SC 系列实现国产应用替代，年 | | 产能达 万平方米，极限产能可至 300 700 万平方米，并实现"自产转外销"。公 | | 司在融合类项目上现在正在重点推进的渤海新区黄骅市海水综合利用一体化工 | | 程项目，总投资超 亿元，融合取排水、预处理、海水淡化及光伏储能系统， 5 | | 将实现"绿电制绿水"。 | | 问：公司在盐湖资源化与医药膜这两大新兴业务 ...

Core Viewpoint - The article emphasizes the importance of seawater and brackish water desalination as a strategic measure to enhance water resource supply and optimize water distribution in China, particularly in coastal areas facing water scarcity [3][4][11]. Group 1: Policy and Strategic Initiatives - The Ministry of Natural Resources plans to advance large-scale seawater desalination projects in coastal regions, integrating them into the national water network and enhancing unified water resource allocation [3][4]. - The "14th Five-Year Plan" includes significant initiatives for promoting seawater desalination and marine energy utilization, with legal frameworks established to support unconventional water sources [3][11]. - The government aims to elevate the strategic status of seawater desalination, fostering technological and industrial innovation through policy support [3][11]. Group 2: Current Status and Future Projections - As of the end of 2024, China has 158 seawater desalination projects with a total capacity of 2.856 million tons per day, with over 600,000 tons per day currently under construction [4][6]. - The total desalination supply in 2024 is projected to exceed 400 million tons, effectively meeting the water needs of high-water-consuming industries and residents in water-scarce regions [4][6]. - The "Action Plan for Seawater Desalination Utilization (2021-2025)" targets a national desalination capacity of over 2.9 million tons per day by 2025, with significant contributions from coastal cities and islands [11]. Group 3: Technological Advancements - Domestic companies have made significant progress in developing seawater desalination technologies, particularly in reverse osmosis membranes, achieving a stable desalination rate of over 99.8% [7][8]. - The industry has transitioned from relying on imports to achieving self-sufficiency in key technologies, with domestic membrane manufacturers now competing on an international level [7][8]. - The seawater desalination sector is expected to stimulate growth in related industries, including equipment manufacturing, machinery, and chemicals, creating a cluster effect [8].

Core Insights - The Chinese government is prioritizing the development of seawater and brackish water desalination projects as a strategic measure to enhance water resource supply and optimize water distribution, which is crucial for sustainable economic and social development [1][5][10] Group 1: Policy and Strategic Initiatives - The Ministry of Natural Resources plans to support desalination projects through central budget investments and long-term special bonds, integrating these projects into the national water network [1][10] - The government aims to elevate the strategic importance of seawater desalination, promoting technological and industrial innovation while ensuring policy support [1][5] - The 14th Five-Year Plan emphasizes the large-scale utilization of seawater desalination and marine energy, with specific legal frameworks being established to support unconventional water sources [1][5] Group 2: Current Infrastructure and Capacity - As of the end of 2024, there are 158 seawater desalination projects in China, with a total capacity of 2.856 million tons per day, and over 600,000 tons per day currently under construction [2][5] - Major projects include the Zhejiang Green Petrochemical Base desalination project (515,000 tons/day) and the Tianjin South Port Industrial Area project, which is the largest single-unit membrane desalination facility in China (30,000 tons/day) [2][5] Group 3: Technological Advancements - Domestic companies have made significant progress in developing key desalination technologies, particularly in reverse osmosis membranes, achieving performance levels comparable to international standards [6][9] - The Chinese membrane industry has transitioned from a follower to a leader in the field, with local innovations reducing reliance on foreign technology and lowering operational costs [6][9] Group 4: Future Projections and Goals - The National Development and Reform Commission's action plan aims for a total seawater desalination capacity of over 2.9 million tons per day by 2025, with significant expansions planned for coastal cities and island regions [7][9] - The government is committed to enhancing the supply chain and modernizing the industry, with a focus on integrating desalination technologies with renewable energy and exploring new applications [9][10]