How scavengers kill the e-waste industry.

A second-hand electronic products recycling platform, recently received the World Bank under the IFC (International Finance Corporation)-led by the 8 million-dollar investment in B. Second-tier market for electronic waste is also increasing enthusiasm, the plate shares than the big city, mergers and acquisitions.

However, from the recovery, disposal, reuse and other aspects, the electronic waste industry still need to open a clear and broad thoroughfare.

Capital Boom

The "eco-friendly TMT" venture, called "Recycling," has recently received a $8 million trillion investment from the IFC, with a round of investment of $2 million in Morningside venture in 2012.

Kim, global head of the IFC venture capital, explains why the company is investing in an environmentally responsible approach to electronic devices, making it more transparent and reliable to consumers, retailers and manufacturers worldwide through technology and innovation.

Love Recycling Network founder, CEO Chen She told the "First financial daily" reporter, the current love recycling network recycling equipment mainly to the two or three-line city and rural areas, as well as Latin America and Asia countries second-hand market, and for the elimination of the transaction value of the equipment, then as the electronic waste by the professional company for dismantling.

In fact, in the two-tier market, "E-waste" has become a hot word in the near future.

and domestic waste, such as solid waste plate callback market, dangerous scrap plate in this year out of the rising market.

The industry believes that the dangerous waste into the high boom cycle, is the "two high" judicial interpretation to promote.

June 2013, "Two high" issued the "Supreme People's Court, the Supreme People's Procuratorate on the handling of environmental pollution criminal cases applicable law" interpretation.

Everbright Securities that the "two high" judicial interpretation, the hazardous waste industry leading companies and rapid growth of production companies will benefit. On the one hand, the rapid growth of the volume of production capacity can not be short-term to keep up with the production of waste large enterprises for customers of the leading enterprises capacity utilization flexibility, strong expansion capacity. In addition, "two high" judicial interpretation to promote technical innovation, small and medium hazardous waste disposal enterprises do not adapt to the cost of the steep, will be eliminated.

According to data released late last year by an international e-waste problem, the number of global E-waste in 2012 was about 48.9 million tonnes, while China accounted for 11.1 million tonnes, accounting for all 22.7%, followed by the US and about 10 million tonnes.

2013 domestic electronic waste dismantling capacity of 41.4 million units, only accounted for the theoretical scrap of 40%. 2015, the electronic Waste catalogue is expected to expand from 5 to six categories, 13 subtypes, 28 species.

"Electronic waste industry in the next two years, the growth rate will be around 30%, 2015 dismantling capacity is expected to reach 80 million units, the industry profit scale of 2 billion yuan." Everbright Securities that, in addition to the television outside the output of other appliances scrapped (including mobile phones, tablets and other emerging electronic products), renewable resources, such as the promotion of efficiency and other factors, the industry will increase prices, the market will be more than 10 times times the size of the present.

Sen Blue Environmental Protection (Shanghai) Co., Ltd. Deputy general manager Deng Mingqiang said, mobile phones, liquid crystal, fluorescent tubes, such as the second batch of catalogue 28 varieties of the pilot will become the industry's new growth point of profit.

Deng Mingqiang also believes that the electronic waste industry is entering the phase of industrial upgrading and capital integration, mergers and acquisitions has become the industry theme.

Over the past year, related enterprises around the acquisition of electronic waste occurred successively: Grammy (002340. SZ) acquisition of Yangzhou Ning da Precious Metal Co., Ltd., Dongjiang Environmental protection (002672. SZ) acquisition of Xiamen Oasis Environmental Protection Industry Co., Ltd., China High-tech investment acquisition Hubei Branch Electric Co., Ltd., the first environment (03989. HK) acquisition of waste electrical appliances in Jiangsu Subei Recycling Co., Ltd. and Anhui Xin Hong Kong Environmental protection technology.

The world of Scavengers

"Recycling of discarded mobile phones is the company's only loss of a piece of business." "Love Recycling" network spokesman Ching the "first financial daily" said.

"We thought it would be money to hand over these old phones to qualified environmental companies, but it might not be worth the money or even be paid to those dismantling companies," he said. Ching told reporters that the previous period of love recycling network "stickers money" made a scrap mobile phone for movie ticket activities. "This is actually to allow users to experience our services, this area is not likely to have perfect business value, we do a lot in the field of environmental protection, it will certainly be in the brand image and other places to benefit, I think the IFC vote we may also be the reason." In this case, the loss is also a blessing. ”

In fact, this is also a lot of resources recycling enterprises face common problems.

Some insiders told reporters that the backdoor qinling cement listed in China's renewable resources, although in the scrap metal, waste paper field through the cooperation and marketing cooperatives to form a system, but as with other large companies, in the garbage recycling end does not have too many advantages.

"This channel by the retail, self-employed in a long time ago formed, they are relatives, friends, almost monopolized the community, business, forming an ecological circle." "This industry personage gives a reporter an example, one individual who rejects the waste sells its dozens of electronic products to a medium-sized recycler, which is then sold to a larger, larger collector, which is eventually sold to the factory for disposal, that is, before entering the disposal process, Factory recycling will be through three procedures, three increase.

Since 1996, in the domestic has formed the Guangdong Yu, Zhejiang Taizhou and other electronic garbage distributing center, Shanghai, Qingdao, Beijing, Hangzhou, Dalian and other parts of the electronic waste enterprises, but most of the loss of state. From 2012 onwards the industry as a whole equipment, plant has been upgraded to form a renewable, Grammy, Dongjiang Environmental protection and other enterprises.

The industry insiders told reporters that the root of the problem of recycling end need "consumers" to solve. "In Japan, Europe and other regions, the family to dispose of waste electronic waste is to pay to the corresponding enterprises, and China is the opposite." ”

Wenzong, director of China Recycling Industry Research Center, Tsinghua University, said that China's recycling system should be strengthened. "I saw a lot of places in the research park planning, some hundreds of thousands of acres, and some million acres." A city has a number of mineral bases, in fact, many projects repeated construction, a region of overcapacity, land and social waste is more serious. ”

In fact, the current waste disposal enterprises still need to rely on government subsidies to live, and in the downstream resource regeneration, enterprises also face different problems.

On the one hand, Wenzong said the domestic appliance products disposal scale and the United States, but from 2011 data, the U.S. output is 4 times times the domestic. "Small and medium enterprises account for 85%, pillar-oriented enterprises are few, and the enterprises have the core technology of specialized enterprises only accounted for 1%~2%, equipment industrialization capacity is insufficient, primary processing, refined deep-processing Less, many high-quality, high-performance renewable resources for this reason limitations are as low-end and low-level products in use. ”

On the other hand, renewable resources are often affected by commodity prices. "When the price of oil is high, the plastic is fine, but this year, the price of oil is down, the sales and profits of the waste plastics industry are very poor, scrap iron, scrap copper and other bulk raw materials are almost the same situation." "Deng Mingqiang said.