SDL(SZ:002658)2022-12-08 03:18Group 1: Business Growth Areas - The main contributors to this year's performance are the desulfurization and denitrification businesses, with significant growth expected from orders related to small and medium-sized units and low-concentration monitoring starting next year [3] - The company plans to focus on emerging business areas such as water quality, air quality, smart environmental protection, VOCs, ultra-low concentration emissions, heavy metal monitoring, and portable emergency monitoring equipment [3] - The market for small boilers is expected to see significant growth next year, benefiting from the requirement for pollution monitoring equipment installation as per national standards [3] Group 2: VOCs Monitoring Market - VOCs monitoring and treatment will be a key focus during the 13th Five-Year Plan period, supported by new local standards and regulations [4] - The Shanghai government has introduced a subsidy of CNY 200,000 for each of the 1,744 key enterprises completing VOCs treatment projects, which will stimulate the market [4] - The implementation of differentiated VOCs discharge fees in major industries, with rates of CNY 10, 20, and 40 per kilogram, is expected to provide policy support for the company's VOCs monitoring products [4] Group 3: Technological Development and Market Expansion - The company is developing a domestic VOCs monitoring system based on chromatography and Fourier-transform infrared technology, which is currently in the prototype testing phase [5] - The UK-based KORE company, in which the company holds a controlling stake, will serve as an overseas R&D center to meet the needs of the Chinese market [5] - The company is expanding its smart environmental protection business, with ongoing trials of the Datong smart environmental platform and growing interest from government agencies [5] Group 4: Future Development Plans - The company's future development will focus on monitoring, testing, and environmental services, aiming to expand its product range through R&D, technology introduction, joint ventures, and acquisitions [6] - The company is transitioning from being a supplier of desulfurization and denitrification monitoring equipment to a comprehensive environmental service provider, integrating various business areas [6] - The customer base is diversifying from primarily the power industry to include various industrial sectors and government departments [6]