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部分项目再生水价格相比工业水价格优势明显（元/方）

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所属报告：

沃顿科技-我国反渗透膜绝对龙头进口替代正当时-220608（43页）.pdf

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地下水源置换+严控用水定额及取水许可+价格优势，推动再生水利用爆发。供水层面，根据水利部 2019 年《华北地区地下水超采综合治理行动方案》，到 2022 年，京津冀地区要实现地下水超采量压减率超过 70%的近期目标，其中的重点内容包含加快关停城镇集中供水覆盖范围内的自备井，对成井条件好、出水稳定、水质达标的予以封存，作为应急备用水源，充分利用当地水、外调水、以及雨洪水等非常规水源，实施地下水源置换。2021 年 11 月国务院常务会议审议通过《地下水管理条例》，进一步明确国家实行地下水取水总量控制制度，对取用地下水的单位和个人试点征收水资源税，组织划定本行政区域内地下水禁止开采区、限制开采区。用户层面，2021 年《关于推进污水资源化利用的指导意见》提出开展企业用水审计、水效对标和节水改造，推进企业内部工业用水循环利用，提高重复利用率。在用水定额要求、取水许可趋严、节水评价考核等多重压力下，工业企业对节水和水源替代的需求与日俱增。价格层面，当前我国再生水通常有两种定价模式，一种是政府最高指导价，例如北京每立方米再生水价格不超过 3.5元；另一种是市场定价。2021 年印发的《关于推进污水资源化利用的指导意见》提出建立使用者付费制度，放开再生水政府定价，由再生水供应企业和用户按照优质优价的原则自主协商定价。对于提供公共生态环境服务功能的河湖湿地生态补水、景观环境用水使用再生水的，鼓励采用政府购买服务的方式推动污水资源化利用。鉴于当前部分京津冀地区再生水的价格已经低于当地终端的工业用户价格。在此政策放开管制的推动下，公司深度我们预计未来华北、西北等干旱地区的火电、石化、钢铁、有色、造纸、印染等高耗水行业将迎来再生水利用高峰。

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