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221家环保上市公司半年报:六成净利下滑,但“他们”赚的还可以

2022-09-10 09:53:08来源:中国水网 易简乾 阅读量:12050

导读:221家涉环保业务上市公司营收总额为3228.63亿元,净利润总额为247.23亿元,其中内藏怎样的规律?
  中秋至,中国水网统计了221家环保上市公司的2022上半年业绩情况,这或许是目前样本量最大的半年报统计数据,其中揭示了怎样的规律?
 
  整体数据表现:过半企业营收增长,约六成净利润下滑
 
  221家涉环保业务上市公司营收总额为3228.63亿元,净利润总额为247.23亿元,环保行业利润率低的现象依旧较为普遍。
 
  营业收入方面,221家环保上市企业中,有122家涉环保业务上市公司营业收入较去年同期上涨,占比约55.2%,仍有超半数环保企业的营业收入较去年同期有所增长,平均增长幅度为31.45%。另有99家涉环保业务上市公司营业收入较去年同期出现下滑,占比约44.8%,100家企业平均下滑幅度为25.21%,下滑最严重的一家环保上市公司,营业收入下降了82.69%。
 
  2022年上半年,营业收入排名前十的环保企业分别为:光大环境(183.43亿元)、格林美(139.24亿元)、中国水务(105.02亿元)、齐合环保(101.13亿元)、首创环保(99.25亿元)、北控水务集团(91.04亿元)、浙富控股(78.04亿元)、粤海投资(76.97亿元)、东湖高新(67.10亿元)、瀚蓝环境(61.35亿元)。
 

2022上半年营收前十必威体育精装版app下载环保上市公司业绩(注:粤海投资为拆分水务板块营收后所得业绩)

  

  营业收入增长排名前十的环保企业分别为:泛亚环保(201.96%)、强泰环保(174.32%)、华控赛格(172.97%)、山高环能(170.57%)、*ST科林(131.04%)、天壕环境(127.05%)、复洁环保(114.85%)、仕净科技(109.12%)、卓越新能(101.50%)、*ST恒誉(98.90%)。
 
  净利润方面,221家环保上市企业中,有175家环保公司实现盈利,占比约79.19%;有83家环保上市公司净利润较去年同期出现增长,占比约37.6%。另有138家上市公司净利润较去年同期出现下滑,占比约62.4%,超半数环保上市公司的净利润呈下滑趋势。
 
  2022年上半年,净利润排名前十的环保企业分别为:光大环境(24.04亿元)、中国水务(15.36亿元)、重庆水务(9.36亿元)、伟明环保(9.02亿元)、首创环保(8.57亿元)、兴蓉环境(8.39亿元)、格林美(6.81亿元)、粤丰环保(6.62亿元)、浙富控股(6.57亿元)、北控水务集团(5.94亿元)。
 

2022上半年净利润排名前十环保上市公司

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  净利润增长排名前十的环保企业分别为:*ST美尚(3292.59%)、天洁环境(494.66%)、清水源(465.67%)、德创环保(426.79%)、天壕环境(416.35%)、山高环能(409.38%)、中航泰达(255.10%)、泰和科技(239.65%)、上海洗霸(171.51%)、科融环境(165.49%)。
 
  笔者在盘点过去两年的全年业绩时,无论营业收入还是净利润,都有超半数企业业绩呈现增长趋势,然而到了今年上半年,环保公司表现则不尽如人意。
 
  纵观多家环保上市公司业绩下滑的原因,“疫情”和“经济下行”是高频词之一。这不禁让行业从业者感到焦虑,环保行业还能有未来吗?甚至近两年不少企业纷纷布局新能源,环卫企业在“城市大管家”这个方向开始谋求出路。
 
  焦虑可以理解,但不必因噎废食。以“业绩下滑”为关键词进行搜索,可以看到各行各业的不景气。这不是环保行业一家的阵痛,其它行业也都面临着类似的问题。唉声叹气不能解决问题,找到“活下去、活得好”的办法才是重点。
 
  再生资源、烟气治理类企业稳中向好
 
  不少环保企业在2022年上半年经历了业绩滑铁卢,那有没有做得好的企业呢?
 
  围观2022年上半年业绩,中国水网发现,仍有67家企业实现了营业收入和净利润的双重增长,尤其是再生资源、烟气治理与环境修复领域的上市公司业绩多有亮眼表现。
 
  再生资源方面,进入“十四五”时期,“资源化”显然成为了一大重要趋势,《关于推进污水资源化利用的指导意见》、《“十四五”城镇污水处理及资源化利用发展规划》、《工业废水循环利用实施方案》、《“十四五”循环经济发展规划》、《“十四五”时期“无废城市”建设工作方案》、《关于“十四五”大宗固体废弃物综合利用的指导意见》等一系列关于污水、固废领域资源化的政策已亮相。政策新号也传递到了市场,在2021年新上市的环保公司中,有相当一部分企业主营业务涵盖废弃物/废水资源化利用等领域。
 
  国泰君安证券环保团队分析,2022上半年再生资源板块营收同比增长49%、扣非净利润同比增长36%。如格林美、嘉澳环保与英科再生等再生资源类企业,也都取得了营业收入、净利润双增长的成绩。
 
  烟气治理方面,“十四五”时期,我国生态文明建设进入以降碳为重点战略方向,推动减污降碳协同增效,促进经济社会发展全面绿色转型的关键时期。今年6 月,生态环境部等发布《减污降碳协同增效实施方案》;8 月初,工业和信息化部、国家发展改革委、生态环境部联合印发《工业领域碳达峰实施方案》等一系列政策陆续出台,让包括烟气治理等领域在内的节能环保产业继续迎来政策利好。
 
  据国泰君安证券环保团队分析,烟气治理板块营收同比增长28%、扣非净利润同比增长3%。为高景气行业(电新、半导体等)做配套烟气治理等环保设备的龙头业绩高增长。从中国水网统计数据来看,比较典型的是清新环境业绩增长46%,主要是由于生态化板块业务收入及利润稳中有升,资源化板块新增金属资源化业务拓展,及产品价格上涨驱动增长;另外,龙净环保实现营业收入48.89亿元,同比增长0.27%,运营项目实现收入 4.13 亿元,同比增长 38.30%,这也符合环保企业从 “重建设”向“重运营”过度的趋势。
 
  除上述细分领域外,进入“十四五”时期以来,环境修复领域也越发受到关注。2020年11月,《中共中央关于制定国民经济和社会发展第十四个五年规划和二〇三五年远景目标的建议》发布,明确我国土壤污染防治将进入一个新阶段,要求深入实施“保护”“预防”“管控”“修复”四大行动;2020年2月,《土壤污染防治基金管理办法》出台,鼓励土壤污染防治任务重、具备条件的省设立基金,积极探索基金管理有效模式和回报机制;2020年3月,《关于构建先到环境治理体系的指导意见》发布,要求加快建立省级土壤污染防治基金。
 
  如建工修复、高能环境、卓锦股份等环境修复领域企业营收与净利润都实现了双增长。其中建工修复上半年实现营业收入5.14亿元,同比增长16.31%;高能环境1-6月实现营业收入39.97亿元,同比增长18.55%。
 
  写在最后:找到自己不可被替代的价值
 
  “寒冬”一词,从2018年就不断被提起,2020年初的疫情又让各行各业遭受着严峻的考验。
 
  E20环境平台首席合伙人、北京大学环境学院产学研中心主任傅涛在“2022(第二十届)水业战略论坛”上表示,现在,虽然环境需求仍在释放,但规模化简单扩张接近尽头,业界企业感受到一种苍茫:好像都是路,又好像没有路。
 
  苍茫的背后是产业的无奈,环保行业是扭曲的行业,市场化已经发展到一定程度,但产业化水平严重低下,即使大企业也是众多小项目的简单资产叠加和风险叠加,没有真正形成产业化门槛,行业对资本的依赖,又让很多外部企业实现“跨界打劫”。
 
  在这样的背景下,高质量发展是产业迭变的必由之路。环境产业也需修炼内功,摒弃过去粗放的发展模式,重视服务与运营,增强技术创新核心实力,在激烈的市场竞争中,找到自身不可被替代的价值。

  原标题:221家环保上市公司半年报:六成净利下滑,但“他们”赚的还可以

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它主要用于各种油系统中滤除外部混入或系统运转中内部产生的固体杂质,主要安装在系统中的吸油路上、压力油路上、回油管路上、旁路上,单独的过滤系统上。卡特彼勒滤芯用于保护液压系统定元件,安装于中压管路中需保护元件的上游,以滤除工作介质中的固体颗粒及胶状物质,控制工作介质的污染度,并使元件正常工作。","CompanyName":"固安县辉泰滤清器厂","CompanyID":"643476","MarketPrice":"-1","PsOrder":"2046","PgID":"80","MaxOrder":"3","CityID":"14","City":"廊坊市","Address":"廊坊市","PropertysValue":",4157191","HitNumber":"52","FrontShow":"0","IsCharges":"1","Year":"1","StarNum":"6","UpdateAndClientSort":"50373564","StandUrl":"/st643476","UpdateTime":"2022/9/21 20:44:20","TodayIsUpdate":"0","AttType":"0","AttState":"3","AttAddType":"0","IsSeoCreate":"0","IsOnlinePay":"0","MinPrice":"0.00","MaxPrice":"0.00","ClassID":"8891","productonlinetime":"1900/1/1 0:00:00","OnLineDate":"1900/1/1 0:00:00","DownLineDate":"1900/1/1 0:00:00","BrandPicDomin":"","BrandPicName":"","BrandProperty":"","PBrandID":"0","IsHadVideo":"0","VideoTime":"0","ShowPrice":"0.00","IndustrySort":"1022046","HasPicSort":"123017310","UserID":"654481","PriceType":"0","PictureID":"13831588","CompanyTypeID":"3","Tag":"挖掘机滤芯,日立滤芯,4286130LHE","LinkMan":"李辉","TelPhone":"","ClassName":"滤清器","ComProduct":"滤芯,滤清器,过滤器,除尘设备,滤筒等","BrandNameCH":"","IsShow":"1","MarketPrice2":"-1","RetailPrice":"75","ComHitnumber":"24098"},{"ID":"23017307","Picture":"2/20220921/637993895101348256392.jpg","PictureDomain":"img61","Name":"263F1-07071日立滤芯 滤清器","Type":"","Descrip":"263F1-07071日立滤芯
滤芯处于堵塞的状态之后,就会使液压油滤芯内外两侧压差过大,就会造成油面处于不稳定状态。一旦油面处于变化的情况下,由于液压油滤芯内侧处于过大负值,很容易就会使空气混入进油管,进而传至泵内因空气受到挤压就会产生气动噪声。这就是滤芯产生噪声的主要原因。","CompanyName":"固安县辉泰滤清器厂","CompanyID":"643476","MarketPrice":"-1","PsOrder":"2046","PgID":"80","MaxOrder":"3","CityID":"14","City":"廊坊市","Address":"廊坊市","PropertysValue":",4157191","HitNumber":"49","FrontShow":"0","IsCharges":"1","Year":"1","StarNum":"6","UpdateAndClientSort":"50373561","StandUrl":"/st643476","UpdateTime":"2022/9/21 20:41:04","TodayIsUpdate":"0","AttType":"0","AttState":"3","AttAddType":"0","IsSeoCreate":"0","IsOnlinePay":"0","MinPrice":"0.00","MaxPrice":"0.00","ClassID":"8891","productonlinetime":"1900/1/1 0:00:00","OnLineDate":"1900/1/1 0:00:00","DownLineDate":"1900/1/1 0:00:00","BrandPicDomin":"","BrandPicName":"","BrandProperty":"","PBrandID":"0","IsHadVideo":"0","VideoTime":"0","ShowPrice":"0.00","IndustrySort":"1022046","HasPicSort":"123017307","UserID":"654481","PriceType":"0","PictureID":"13831572","CompanyTypeID":"3","Tag":"挖掘机滤芯,日立滤芯,263F1-07071","LinkMan":"李辉","TelPhone":"","ClassName":"滤清器","ComProduct":"滤芯,滤清器,过滤器,除尘设备,滤筒等","BrandNameCH":"","IsShow":"1","MarketPrice2":"-1","RetailPrice":"38","ComHitnumber":"24098"},{"ID":"23017302","Picture":"2/20220921/637993891983612979129.jpg","PictureDomain":"img61","Name":"AT175223强鹿滤芯 滤清器","Type":"","Descrip":"AT175223强鹿滤芯
强鹿滤芯液压与系统的大多数故障是由于介质被污染而造成的,因此,保持工作介质清洁是系统正常工作的必要条件。","CompanyName":"固安县辉泰滤清器厂","CompanyID":"643476","MarketPrice":"-1","PsOrder":"2046","PgID":"80","MaxOrder":"3","CityID":"14","City":"廊坊市","Address":"廊坊市","PropertysValue":",4157191","HitNumber":"47","FrontShow":"0","IsCharges":"1","Year":"1","StarNum":"6","UpdateAndClientSort":"50373555","StandUrl":"/st643476","UpdateTime":"2022/9/21 20:35:16","TodayIsUpdate":"0","AttType":"0","AttState":"3","AttAddType":"0","IsSeoCreate":"0","IsOnlinePay":"0","MinPrice":"0.00","MaxPrice":"0.00","ClassID":"8891","productonlinetime":"1900/1/1 0:00:00","OnLineDate":"1900/1/1 0:00:00","DownLineDate":"1900/1/1 0:00:00","BrandPicDomin":"","BrandPicName":"","BrandProperty":"","PBrandID":"0","IsHadVideo":"0","VideoTime":"0","ShowPrice":"0.00","IndustrySort":"1022046","HasPicSort":"123017302","UserID":"654481","PriceType":"0","PictureID":"13831551","CompanyTypeID":"3","Tag":"AT175223,强鹿滤芯,约翰迪尔滤芯","LinkMan":"李辉","TelPhone":"","ClassName":"滤清器","ComProduct":"滤芯,滤清器,过滤器,除尘设备,滤筒等","BrandNameCH":"","IsShow":"1","MarketPrice2":"-1","RetailPrice":"-1","ComHitnumber":"24098"}]