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50 million mu of arable land is moderately and severely polluted, and soil remediation is receiving renewed attention

[Date:2023-09-01] [Font:Large Medium Small]
  Ningbo Nesen Electric Technology Co., Ltd. Wisdom Asdak News Agency, December 30th - Wang Shiyuan, Deputy Minister of Land and Resources and Director of the Office of the Second National Land Survey Leading Group of the State Council, stated on Monday that soil pollution in China is very serious, with an estimated moderate to severe pollution of approximately 50 million acres of land in the country. Industry analysis shows that soil pollution control will be further accelerated, and companies such as Yongqing Environmental Protection (300187.SZ) will gain market space again.
  Wang Shiyuan made the above statement at the second national land survey main data results press conference held by the State Council Office today. He introduced that according to the second national land survey data, a considerable amount of arable land has been moderately or severely polluted, and most of it is difficult to cultivate. It is estimated that approximately 50 million acres of moderately and severely polluted land are located in economically developed areas and rural areas.
  A researcher from the environmental protection industry introduced to the Great Wisdom News Agency that the Central Economic Work Conference made food security a top priority for 2014, and the National Rural Work Conference held last week also made food security a top priority. The announcement of the national soil pollution situation has once again sounded the alarm bell, and repairing polluted soil and ensuring the ecological environment safety of farmland has become an urgent task. As the only company in the A-share market with soil remediation business, Yongqing Environmental Protection has a clear first mover advantage in technology and project reserves.
  The person in charge of the Yongqing Environmental Protection Secretary Office introduced to the Great Wisdom News Agency that the company has four business segments: desulfurization and denitrification, soil heavy metal remediation, waste incineration power generation, and waste heat utilization. Among them, desulfurization and denitrification and soil heavy metal remediation are currently the main growth points of performance. The soil remediation project is in the pilot stage, preparing for the large-scale launch of the market.
  As early as this year's "Two Sessions", representatives of the National People's Congress submitted 105 proposals on topics such as "agriculture, rural areas, and farmers" and ecology, including "Suggestions on Legislation for the Prevention and Control of Rural Land Pollution" and "Suggestions on Amending the" Environmental Protection Law ", calling for the establishment and improvement of the legal system for the prevention and control of rural land pollution, and the improvement of ecological and environmental protection issues in the construction of new rural areas.
  In early December, the Ministry of Environmental Protection reviewed the Action Plan for Soil Environmental Protection and Comprehensive Management (draft for review). The new government has designed three major environmental action plans to address severe environmental pollution, targeting air pollution, water pollution, and soil pollution control. According to Zhuang Guotai, Director of the Ecology Department of the Ministry of Environmental Protection, the "Action Plan for Soil Environmental Protection and Comprehensive Management" will mainly focus on five aspects, including soil protection of arable land and drinking water sources, and will promote the construction of a soil environmental monitoring system.
  According to the statistics of the Great Wisdom News Agency, in addition to Yongqing Environmental Protection, Sound Environment (000826. SZ) and Villy (300190. SZ) also have soil remediation technology reserves. In terms of third-party testing for soil remediation, Tianrui Instrument (300165. SZ) and Huace Testing (300012. SZ) may potentially benefit.

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