Hanwei Electronics(SZ:300007)2022-12-08 05:28Group 1: Company Overview and Competitive Advantages - 嘉园环保 is a platform-based environmental company with a diverse business model, including design, consulting, environmental assessment, and project contracting [1] - The company has strong competitive advantages in the treatment of leachate, VOC governance, and wastewater treatment, supported by its comprehensive business qualifications [1] - 嘉园环保 holds a leading position in the domestic organic waste gas purification industry, with a market share ranking first and being among the top three in the leachate market [1] Group 2: Future Development and Market Trends - The future development of 嘉园环保's business is expected to accelerate due to increasing policy emphasis on leachate and VOC treatment [2] - Collaboration with 汉威电子 is anticipated to enhance 嘉园环保's brand advantage and financing capabilities, facilitating business expansion [2] - As of now, VOC orders have exceeded the same period last year, indicating positive growth in this sector [2] Group 3: Policy Impact and Industry Insights - The upcoming implementation of the "Pollution Discharge Fee Standard" is expected to significantly impact the industry, particularly in state-owned enterprises and the petrochemical sector [2] - The container industry has a high level of governance, with approximately 80% of enterprises equipped with relevant treatment facilities, shifting from catalytic combustion to recovery technology [2] - In the petrochemical industry, VOC emissions are relatively low compared to other pollutants, and domestic products offer competitive pricing and after-sales service advantages [2]