Specialist
Former C-level executive Poten Environment Group Co Ltd
Agenda
- Central government’s requirements on environmental monitoring quality, influence on environmental monitoring demand by delegation of monitoring responsibilities to lower authorities, plus industry pain points
- Segment markets of environmental monitoring industry and market potential of each segment
- Requirements on environmental monitoring equipment and product lines, and cost structure of service providers
- Comparison of technology and efficiency among major operators
Questions
1.
The Ambient Air Quality Warning Symposium for the First Half Year, held by the Ministry of Ecology and Environment on July 30, pointed out that China is undergoing serious air pollution. What is the role of environmental monitoring in environmental governance? What are the government’s requirements on environmental monitoring and what is the current progress?
2.
What are the influences of such policies as environmental monitoring, vertical reform, environmental supervision, fee-to-tax reform and permit system of pollutant discharge?
3.
There are policies’ requirements for quality and quantity. Let’s focus on the quantity first. What is the market size of environmental monitoring each year? Or what is the investment scale of government? What do you expect of the industry’s growth speed in the following two years?
4.
This industry is policy-driven. What is the progress and target completion rate of the policy for total emission reduction and the Air Pollution Prevention and Control Action Plan?
5.
In segment markets, what are the proportions of pollution source monitoring, air monitoring and water monitoring, what are their differences in terms of technologies and equipment?
6.
What is the distribution of profits on this industrial chain?
7.
Would you please introduce the players in this industrial chain you have just analysed?
8.
Are there technology barriers for environmental monitoring equipment manufacturers?
9.
Have the first-tier equipment manufacturers worked on expanding their product lines?
10.
Is there any difference in the cost of the same equipment produced by different enterprises?
11.
What is the core competencies of equipment manufacturers? How do they expand the gap with their competitors?
12.
According to what you mentioned earlier, there are upstream sensors mainly from foreign enterprises, but some Chinese enterprises are manufacturing such sensors. In this regard, can Chinese manufacturers replace foreign manufacturers? What technical barriers will Chinese manufacturers face?
13.
What are the difficulties in the environmental monitoring industry? How to solve them in the future? How will the industry develop?
14.
The price of a micro station is RMB 50,000-60,000. The case is that the price has gone down a lot, but the total demand remains unchanged. Does that mean the market capacity is reduced?
