【环保*袁理】深度:垃圾焚烧新成长:愿为出海月,济济共潮生

东吴研究所
Jan 21

环保垃圾焚烧新成长:愿为出海月,济济共潮生投资要点海外市场空间广阔,东盟十国及印度垃圾焚烧投资空间约2500亿元。我们按2024年人口测算东盟 10 国及印度市场垃圾日产量达到146万吨/日。假设各国垃圾焚烧渗透率达到50%(新加坡回收体系完备,假设达到40%焚烧率),东盟十国及印度市场垃圾日焚烧量空间仍有49.69万吨,单吨投资以50万元谨慎估算,投资空间达到2485亿元。国内垃圾焚烧企业出海...

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