中國集成電路產(chǎn)業(yè)正蓬勃發(fā)展，而為其配套的高技術(shù)水處理領(lǐng)域也迎來新機(jī)遇。2018年11月，博天環(huán)境攜手高頻環(huán)境，成為中國首批進(jìn)入集成電路產(chǎn)業(yè)等高技術(shù)水處理領(lǐng)域的環(huán)保上市公司。雙方的整合及未來中國“芯水”產(chǎn)業(yè)的發(fā)展前景引起了國際水務(wù)市場(chǎng)領(lǐng)域?qū)I(yè)媒體Global Water Intelligence(以下簡(jiǎn)稱GWI)的關(guān)注，GWI采訪了博天環(huán)境等這一市場(chǎng)中的重要公司，并于2018年12月刊推出了對(duì)中國集成電路產(chǎn)業(yè)水處理領(lǐng)域的專題報(bào)道。

以下為報(bào)道摘錄：

With the acquisition of ultrapure water and zero liquid discharge capabilities, the Shanghai-listed Chinese project developer is bidding to capitalise on China's domestic microelectronics expansion. What's next for Poten in this competitive market?

博天環(huán)境正在進(jìn)一步擴(kuò)大其工業(yè)水處理領(lǐng)域的業(yè)務(wù)版圖。而隨著博天環(huán)境對(duì)集成電路領(lǐng)域水處理專業(yè)公司高頻環(huán)境的收購正式完成，公司下一步的戰(zhàn)略將是什么?

Shanghai-listed project developer Poten Environment made a major play for the booming Chinese microelectronics market at the end of November with the completion of its purchase of 70% of fellow Chinese ultrapure water (UPW) and zero liquid discharge specialist, TG Hilyte Environmental. The deal, priced at RMB350 million ($55 million), is timed to take advantage of a growing wave of opportunities in the domestic microelectronics market.

11月底，上交所上市公司博天環(huán)境完成了對(duì)超純水和零排放領(lǐng)域的專業(yè)公司高頻美特利環(huán)境科技(北京)有限公司(以下簡(jiǎn)稱“高頻環(huán)境”)70%股權(quán)的收購，這對(duì)中國集成電路市場(chǎng)的蓬勃發(fā)展具有重要意義。

As a result of the boom in investment, revenue at TG Hilyte more than doubled last year from RMB51 million ($7.4 million) in 2016 to RMB111 million ($16.1 million) in 2017, with net profits increasing by 187% from RMB7.6 million ($1.1 million) to RMB21.8 million ($3.2 million).

隨著中國在集成電路領(lǐng)域的投資大幅上升，高頻環(huán)境的營收從2016年的5100萬元增長到2017年的1.1億元，增長了1倍以上，凈利潤從760萬增長到2180萬元，增長了187%。

"We see large opportunities behind the spring up of new fabs in China, including both quality water supply and standardised wastewater treatment," Qiu Wentao, the vice president of Poten who will be mainly in charge of TG Hilyte's business, told GWI. "This is where TG Hilyte could create values leveraging on its integrated technological solutions."

“中國集成電路產(chǎn)業(yè)的興起，為包括高技術(shù)水處理和標(biāo)準(zhǔn)化廢水處理在內(nèi)的服務(wù)創(chuàng)造了巨大的機(jī)遇。高頻環(huán)境在這一領(lǐng)域有著完整的技術(shù)解決方案，可以為產(chǎn)業(yè)發(fā)展創(chuàng)造價(jià)值?！敝饕?fù)責(zé)高頻環(huán)境業(yè)務(wù)的博天環(huán)境副總裁丘文濤告訴GWI。

Much of the microelectronics growth is focused in Poten's core market in the centre of the county, in cities like Chong qing, Chengdu and Xi'an. "We have a solid business experience and a wide network in these cities." Qiu said. "This foundation would probably help to synergise with TG Hilyte's expertise to win more contracts."

在中國的中部地區(qū)，如重慶、成都和西安等城市都是集成電路產(chǎn)業(yè)發(fā)展布局的重點(diǎn)區(qū)域，而這些區(qū)域也是博天環(huán)境的核心市場(chǎng)。丘文濤介紹說，“我們?cè)谶@些城市已經(jīng)形成了非常廣泛的業(yè)務(wù)網(wǎng)絡(luò)和深厚扎實(shí)的業(yè)務(wù)經(jīng)驗(yàn)。在此基礎(chǔ)上，高頻環(huán)境在超純水和廢水處理領(lǐng)域的經(jīng)驗(yàn)，可以幫助博天環(huán)境在集成電路水處理市場(chǎng)贏取更多的項(xiàng)目機(jī)會(huì)。”

"Pitched more towards the highend users, our UPW business is doing better in the recent years," said Xu Youzhi, the CEO of TG Hilyte. It is understood that the company had its share in the Chinese UPW market increased from less than 3% in 2016 to closer to 5% in 2017, securing contracts for new fabs for companies including US semiconductor manufacturer Texas Instruments and glass science specialist Corning.

“我們的業(yè)務(wù)越來越多地向高端客戶傾斜，超純水業(yè)務(wù)在近幾年也做得越來越好了?！备哳l環(huán)境董事長許又志說。據(jù)了解，該公司在中國超純水市場(chǎng)的份額從2016年的不到3%增加到2017年接近5%，贏得包括美國半導(dǎo)體制造商德州儀器和玻璃技術(shù)專家康寧公司的合同。

"The core competence of TG Hilyte is the wealth of experience in customising integrated wastewater treatment and reuse systems for different clients." Xu said. Since the start of last year the company has secured a number of wastewater treatment contracts from Chinese leading semiconductor manufacturer SMIC with a combined value of around RMB86 million ($12 million).

許又志介紹，“高頻環(huán)境的核心競(jìng)爭(zhēng)力是為不同客戶定制廢水處理和回用水系統(tǒng)整體解決方案的豐富經(jīng)驗(yàn)和卓越能力?！睆娜ツ觊_始，公司已經(jīng)與中國領(lǐng)先的半導(dǎo)體制造商中芯國際簽訂了一系列總金額約8600萬元的合同。

The wastewater market for the Chinese microelectronics industry is the subject of intense competition, with a huge demand for wastewater system upgrading to meet tightened discharge regulations.

隨著對(duì)廢水排放標(biāo)準(zhǔn)的提高，也帶來了中國集成電路產(chǎn)業(yè)污水處理系統(tǒng)升級(jí)的巨大需求，而這一污水處理市場(chǎng)的競(jìng)爭(zhēng)也將非常激烈。

Faced with this competitive market situation, Poten is looking to achieve growth through further acquisitions and strategic partnerships to enhance TG Hilyte's portfolios." We are interested in technologies which address the remaining challenging issues for microelectronics industrial water management, for example the recovery and reuse of waste acid and calcium fluoride sludge," said Spock Huang, the executive vice president responsible for Poten's international business. "With regard to overseas expansion, we are mainly searching for targets with strong consultancy and O&M capability."

在激烈的市場(chǎng)競(jìng)爭(zhēng)中，博天環(huán)境希望通過進(jìn)一步的收購行動(dòng)，以及攜手更多戰(zhàn)略合作伙伴，增強(qiáng)在集成電路水處理領(lǐng)域的業(yè)務(wù)服務(wù)能力?！拔覀儗?duì)當(dāng)前集成電路水處理領(lǐng)域仍具挑戰(zhàn)性的技術(shù)問題非常感興趣，如廢酸和氟化鈣污泥的回收和再利用?！辈┨飙h(huán)境執(zhí)行副總裁黃建源表示，“海外市場(chǎng)開拓方面，我們主要尋找具有強(qiáng)大的咨詢和運(yùn)維能力的公司。”

編輯：趙凡