石油石化行业:从沉寂到复兴 煤制天然气为何迎来第二春?

天风证券股份有...
Nov 11

技术+政策堵点打通,煤制气产业迎来第二春早在2017 年之前,我国曾规划70 个煤制气项目,但因受天然气定价,管网使用的制约,煤价的不稳定等多重因素,最终实际落地仅4 家企业,且一度面临较长时间的亏损。近年来随着煤制气市场化定价机制的完善,国家管网“X+1+X”实现煤制气企业的公平接入,新疆丰富的煤炭资源提供充足的原料保障,煤化工技术的高端化国产化突破,叠加设备的大型化、高压化带来的投资成本的降低...

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