金风科技189亿布局风氢氨醇一体化项目 绿色甲醇市场前景获看好

DoNews
Sep 12

中信证券指出,金风科技近日宣布投资189亿元建设风氢氨醇一体化项目,释放出对行业前景的积极信号。在欧盟碳排放交易体系及国际海事组织净零排放框架推动下,航运业绿色甲醇需求预计将带来千亿级市场空间。国内“双碳”目标进入冲刺阶段,进一步催化行业景气度提升。建议关注核心设备供应商及具备成本与先发优势的投资方。

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