PM2.5 monitoring equipment market is expected to usher in the eruption market

The first batch of domestically-purchased PM2.5 monitoring instruments are mainly imported products, and the most typical one is the products of Thermo Fisher Scientific.

Energy-saving and environmental protection industry In recent years, the urban air pollution situation in the country has been severe. The smog weather caused by new pollutants represented by PM2.5 has frequently appeared in major and medium-sized cities. With the new version of the “Ambient Air Quality Standards,” the principle of the Ministry of Environmental Protection has been adopted. After deliberation and approval, it marked that China officially included PM2.5 and ozone as binding targets. Locals have also begun to launch new PM2.5 monitoring projects. We predict that the resulting investment demand will be around 800 million yuan, and the PM2.5 monitoring instrument market is expected to usher in an outbreak.

At present, taking into consideration factors such as product technology maturity, the first batch of domestic PM2.5 monitoring instruments purchased are mainly imported products, and the most typical one is the products of Thermo Fisher Scientific. Its technical principle is based on the shock balance method. The advantage is that it can realize real-time accurate measurement every minute. The disadvantage is that compared with the widely used β-ray method instruments, the value measured by the shock balance method is not very accurate.

If it is necessary to make the value measured by the oscillating balance instrument equivalent to the instrument using the beta ray method, a Membrane Dynamic Measurement System (FDMS) must be added. As early as February 2009, the US Environmental Protection Agency required the PM2.5 detector of Thermo Fisher Scientific to install FDMS.

At present, the core technology of the shock balance instrument is monopolized by Thermo Fisher, and the price of a single instrument is as high as 280,000 yuan. For example, FDMS is as much as 380,000 yuan. Beta-ray monitors with similar functions only need less than 150,000 yuan. For example, the PM2.5 monitoring projects in prefecture-level cities and above all use beta-radiography monitors, which can effectively reduce costs and reduce the financial burden.

At present, some domestic manufacturers have introduced PM2.5 monitor prototypes using beta ray method. The single unit price is about 150,000 yuan, and the price/performance ratio is very prominent. For the second and third-line urban environmental monitoring stations with insufficient funds and low real-time data requirements, the competitive advantage of this product is very obvious. Moreover, training and after-sale services have always been the traditional strengths of domestic environmental monitoring instrument manufacturers.

The previous government procurement was relatively small, and it was mainly based on the significance of demonstration projects. It did not consider economic factors too much. This year, PM2.5 monitors are expected to enter the stage of large-scale procurement, and the competitive advantages of domestic manufacturers will be highlighted. The full launch of the PM2.5 market will quickly accelerate its transformation from concept to performance.

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