PM2.5 equipment imported more domestic instruments will hardly benefit in the short term

In recent days, severe haze weather continues to persist in many parts of the country, and Beijing has continuously burst out of schedule for many days and reached a toxic level.

The haze weather not only made masks sell, but also spawned a lot of air purifier business. Due to the low penetration rate of air purifiers in China, analysts expect the annual output of air purifiers in 2015 to reach 80 billion yuan.

What needs to be mentioned is that at present, over 80% of China's PM2.5 equipment comes from abroad, and it is difficult for related listed companies to intervene in smog control in the short term, but the future performance is worth looking forward to.

In the future, the output value of air purifiers will reach 80 billion yuan. On January 29, the relevant person in charge of the Ministry of Environmental Protection stated that some cities in China have recently been affected by large-scale haze and the air quality has dropped significantly. As of 10:00 am on the 29th, in the past 24 hours, the central and eastern regions of China were gradually affected by haze. The urban air quality in Beijing, Tianjin, Shijiazhuang, Jinan, and other cities was grade 6 and was a serious pollution; Zhengzhou, Wuhan, and Xi'an Cities such as Hefei, Nanjing, Shenyang and Changchun have five-level air quality and are heavily polluted.

According to meteorological forecast, from midnight on the 30th, there will be a large-scale rain and snow weather process in the central and eastern regions of China from west to east, and the impact of large-scale haze will be reduced. However, during the daytime from the afternoon of the 29th to the 30th, the large-scale haze will continue to persist in the central and eastern regions of China.

Deaf people's hazy weather not only caused the masks to be sold, but also increased the demand for air purifiers.

Recently, according to Taobao data, with the keyword of PM2.5, the search for the air purifier rose by 16.09%.

For the capital market, companies producing air purifiers have also been buoyed by the market in recent days.

Analyst Cui Xijun said that during the “11th Five-Year Plan” period, the sales of air purifiers will increase at a rate of 27% per year. It is expected that the air purifier industry in China will maintain a high growth rate of 30% from 2011 to 2015.

He also said: "At present, the popularity of air purifiers in China is less than 0.1%, and there is huge room for improvement in the number of people. The release of PM2.5 has made citizens pay more attention to the living environment and air quality, and there is a large market for air purifiers as a sunrise industry. It is estimated that by 2015, the indoor environmental protection industry including air purifiers will have an annual output value of 80 billion yuan."

Over 80% of PM2.5 equipment comes from overseas related companies. In addition to direct products like masks, many environmental protection listed companies, such as environmental monitoring and air purification, are expected to benefit from it.

Analysts believe that environmental protection concept listed companies, including Xianhe Environmental Protection, Xuedi Long, Concentration Technology, Longjing Environmental Protection, Guodian Qingxin, and Chuangyuan Technology, etc., are likely to obtain from the haze events that occur in this time. Lee.

It is understood that the main business of Chuangyuan Technology is air purification equipment and air purification system engineering. In August last year, Jiangsu Su, a 92%-owned subsidiary of the company, successfully developed PM2.5 environmental monitoring equipment.

First Environmental Protection issued an announcement on December 6 last year that the company won the contract for air monitoring equipment of the Guangdong Provincial Government, amounting to 18.88 million yuan, including 15 PM2.5 analyzers. In August and November last year, the company also won the bid for the air quality monitoring business in Shandong and Hebei, with a total value of nearly 100 million.

In addition, the main business of 3D silk is also related to air purification equipment.

A three-dimensional wire staff told reporters that in the short term, the company's performance contribution is still uncertain. Severe hazy weather has caused people's concern about air purification equipment and cannot be immediately reflected on orders. But in the long run, it has a positive impact on the company's business.

It is not difficult to find from the performance forecast of the 2012 annual report issued by the above company that the company’s performance is not satisfactory.

On the evening of January 24, 3D Wire released its 2012 performance forecast. It is expected that the net profit attributable to shareholders of listed companies in 2012 will be between 6 million and 10 million yuan, a year-on-year decrease of 65%-80%.

Chuangyuan Technology expects net profit attributable to shareholders of listed companies in 2012 to be RM10,000-186.29 million, a decrease of 50%-100% from the same period of the previous year; basic earnings per share will be 0-0.02RMB.

Some analysts said that currently more than 80% of domestic PM2.5 equipment comes from abroad, so the domestic listed companies have limited benefit to haze weather.