Raising Technical Barriers for Environmental Monitoring Instrumentation Companies

Policies for the development of favorable environmental monitoring instruments and meters industry continue to be issued. The continuous deepening of national environmental protection related policies has provided a broad market for the development of environmental monitoring instrumentation industry. At the same time, the encouragement of new technology products has provided greater opportunities for the development of innovative companies. "Twelve Five" is also worth the wait.

In October 2006, China issued the "Eleventh Five-Year Plan" for the national ecological protection, carried out in-depth ecological monitoring work, established ground-based observation sites, and gradually improved the ecological monitoring network. In November of the following year, China again introduced the “Eleventh Five-Year Plan” of the National Environmental Protection, which requires the automatic monitoring of key industrial exhaust pollution sources. Focus on the development of online automatic monitoring systems, special instruments for the identification of hazardous waste, fine particles and organic pollutant sampling equipment, dioxin analysis equipment, pollution accident emergency monitoring technology and instruments, and pollution remote telemetry systems.

In April 2010, the State issued the “Catalogue of Environmental Protection Equipment (Products) Encouraged by the State to Develop Today”, and the environmental monitoring instruments that are encouraged to be developed include an automatic ammonia nitrogen monitor, an on-line monitoring device for chemical oxygen demand, and ultraviolet (UV) absorption. Water quality automatic online monitor, UV differential smoke emission continuous monitoring system, laser process gas analysis system.

At the same time, the demand for environmental monitoring instruments and meters industry is expanding at a high speed, and higher barriers to entry provide guarantees for the development of enterprises within the industry. Barriers to entry are mainly reflected in three aspects: (1) The Quality and Technical Supervision Bureau has relevant requirements for access to the environmental monitoring instrumentation industry, and it is required to obtain the "License for Manufacturing Measuring Instruments" or "License for the Repair of Measuring Instruments"; (2) The current demand for environmental monitoring equipment industry is mainly concentrated in the middle and high-end product areas, so the products have higher technical requirements; (3) Due to the consideration of instrument quality and future after-sales service issues, most of the money for environmental monitoring equipment recovery is generally It takes 3-6 months, plus 10% of the warranty money, resulting in rapid growth of accounts receivable and slower return of sales funds.

At present, there are not many listed companies related to environmental and safety testing. The relevant companies mainly include:

The first environmental protection (300137), the company is specialized in high-end environmental monitoring instrumentation R & D, production and sales of high-tech enterprises. The continuous automatic monitoring system of urban air quality in the company's core products fills the gaps in China. It is the only national independent innovation product that has passed the preliminary review in Hebei Province; the automatic acid rain monitoring system is the first domestic system to achieve automatic acid rain detection, and the related two countries The standards were drafted by the company.

Wanxun Automation (300112), the electric actuator is the company's core product, which can be subdivided into light load type and heavy load type electric actuators and building actuators. At present, the company has mastered the core technology of the main products, and only the electric actuator company has mastered five core technologies and five patents.

Hanwei Electronics (300007), the company engaged in gas sensors and detection instruments for more than 10 years, with the advantages of technology, quality, cost advantages, rapid response to the advantages of becoming the industry leader. The domestic market share of gas detection instruments produced by the company is also in the top three.

Welltech (002058), the company's smart differential pressure / pressure transmitter is Shanghai famous brand products, WT series of smart pressure transmitter is the first pressure transmitter approved by the international HART Foundation, and has European CE certification.

Self-inspection shares (600848), the company in February 2010 to receive 3.5736 million yuan rail transit company's comprehensive monitoring system-related assets, rail transit comprehensive monitoring automation control system business development is of positive significance.

Polytechnic monitoring (002 322), transformer on-line monitoring leading enterprises: the company's core product is the transformer chromatography online monitoring system (MGA), the product can achieve on-line monitoring and fault diagnosis of dissolved gas in power transformer oil, mainly used in power grid companies, power generation 110kV and above power transformers for enterprises and large-scale power users.

Industrial and Automation Control High-End Manufacturing Vitality Automation refers to the use of additional equipment or devices to automatically operate a machine, equipment, or a certain operating state or parameter of a production process in accordance with predetermined laws without the direct involvement of a person. Automatic control is relative to the concept of manual control.

Since the reform and development, China has used the advantages of cheap and abundant labor force to vigorously develop the export-oriented low-end manufacturing industry. After years of development, “Made in China” commodities have become globally low-priced items, and China’s crude steel output accounts for the continuous increase in the proportion of global production. It is the true portrayal of this model.

However, with the continuous development of China's economy and the continuous changes in the social environment, the drawbacks of the original development model have gradually emerged: First, the development of extensive low-end manufacturing industries makes China's resources overwhelmed. As a whole, China is a resource-poor country. The rapid development of the low-end manufacturing industry consumes a lot of resources. In recent years, China’s resource consumption has grown at a rapid rate, which has gradually increased the level of China’s resources.

The transformation and upgrading of the manufacturing industry includes design, manufacturing, and sales. The upgrading and transformation of China's manufacturing industry should begin with the manufacturing process. Automation includes two aspects: 1) Replacement of labor with automated equipment. 2) Use smart devices instead of non-intelligent devices.

Judging from the current situation, the conditions for the transformation and upgrading of China's manufacturing industry have gradually matured. First, the Chinese government strongly supports the upgrading and transformation of the manufacturing industry. Secondly, China has objective conditions, such as the constant increase in the proportion of China's higher education personnel, and the same time, Have the desire and strength of manufacturing transformation and upgrading.

Robot (300024), the company is a supplier of industrial robots and automated equipment with independent intellectual property rights. Announced on November 29, 2010, the company plans to invest 200 million yuan to build "high-end equipment and laser technology innovation and industrialization projects", which plans to use 120 million yuan over-raised funds, the remaining 80 million yuan intends to use equipment assets and holding subsidiaries Shanghai Xinsong 90% equity is funded by actual assessment. The project construction content mainly includes industrial ICT technologies and applications, including: optical fiber sensors, wireless sensor networks, cloud computing, and cloud manufacturing.

Soft Control Shares (002073), the company was identified in January 2010 as "2009 key software companies in the national planning layout", the company's 2009 income tax will be reduced by 10%, the company's 2008 annual income tax also enjoyed this tax incentives . The company's main business is the development of application software and system integration and digital equipment manufacturing for the tire rubber industry, providing comprehensive mechatronics, automation, and informatization solutions for tire rubber product manufacturers. The domestic market share of the company's core product automatic weighing and dosing system remained above 85%.

Welltech, the company has the Internet of Things concept. The company raised funds of 52 million yuan to invest in water treatment system integration projects. It is estimated that the annual profit after tax will be 8.9422 million yuan, which will further enhance the company's strength in system integration. By introducing Siemens' SIMATIC PCS7 process control system based on the Profibus fieldbus protocol, it will enter the municipality. Supply and drainage automation system integration project.

Influencing Technology (300124), the company is mainly engaged in the R&D, production and sales of industrial automation control products, providing control system solutions for high-end equipment manufacturers. The main products include low-voltage inverters, integrated and special machines, servo systems and PLCs, etc. . Mainly used in metal products, cables, elevators, automobile manufacturing and other industries.

From this we can see that the domestic capital market industrial automation listed companies are constantly upgrading their core technologies. Among the A shares, the listed companies related to industrial and automation control mainly include robots, soft control shares, Welltech, Huichuan Technology, Beijing Career (002350), Zhiyun (300097), Guodian NARI (600406), and Gold. Intelligence Technology (002090), Wanxun Automation, Haide Control (002184), Keyuan (002380), Zhenhua Heavy Industry (600320), Jicheng Electronics (002339) and Tianqi (002009) and other stocks.