State owned enterprises enter into environmental protection. What kind of new industrial pattern will it create?
2019 is near the end. If we look back at the obvious imprint of the environmental protection industry in this year, the key word "state-owned enterprises enter the environmental protection industry" will surely be selected. It is said that this round of market shock is comparable to the market-oriented reform of water industry in 2002, which will inevitably give birth to a new industrial pattern. So, what has the entry of state-owned enterprises changed? What did it bring?
At the "2019 China Environmental listed companies summit" held recently, the summit dialogue with the theme of "state-owned enterprises entering and new industrial pattern" became the focus of attention on the day.
Around 2015, large state-owned enterprises and local state-owned assets began to enter the market intensively for environmental protection, including PowerChina, Gezhouba, CRRC, CCCC, Sinopec, CITIC, etc. They mainly engaged in river basin management, regional environmental management and other markets.
In the past, the boundary of environmental projects was very clear, and the degree of marketization was relatively high. Foreign capital, private enterprises and state-owned enterprises were all the participants, while a number of projects such as Watershed Governance and regional environmental governance were launched into the market. Such projects had high requirements for capital and resource integration, but the technical boundary and commercial boundary were not clear, and the degree of marketization was also low, but they had to be done. Who will do it?
Industry should return to rationality. In fact, it is necessary to realize the cooperation of upstream and downstream enterprises in environmental protection industry, complement each other's advantages, create a pattern of joint grasping, sharing and sharing, and jointly perform social responsibilities, solve industry problems, and achieve coordinated development. The advantage of state-owned enterprises is to be a platform, while private enterprises have strong innovation ability and vitality, and the two sides are mutually supportive. And in the trend of large-scale M & A, the unique technological advantages of private environmental protection enterprises are very obvious.
China's environmental governance must gradually change from the current centralized regulation to higher quality development and more diversified demand. The big development trend can certainly accommodate the symbiosis and integration of various market entities in the development. There is a market space, which can be divided into different levels and fields. In fact, it is dangerous for all parties.
The country's positioning on environmental protection is quite large. Although the past environmental governance has achieved great results, in fact, there are not too many real and effective investments. The core problem may be that the current industry is mainly lack of comprehensive environmental service providers to "take the lead".
In fact, under the demand of the times and after the state-owned enterprises enter into the environmental protection industry, no matter the type and scale of ownership, it is a wise choice and an urgent task to improve the competitiveness of environmental protection enterprises through technological innovation and refined operation management, no matter how hard they practice their internal skills, strengthen their own management level and maintain their own technical advantages.
