华泰证券:绿色甲醇产能2025年集中释放 46万吨项目落地

财中社
Nov 24

11月24日,华泰证券发布公用环保行业专题研究报告。国内绿色甲醇产能呈现“小规模验证、加速落地、储备充足”的格局,截至2025年9月末已投产19万吨/年、在建311万吨/年,远期规划产能有望达1823万吨/年。技术路线上两大主流路线并行,绿电制甲醇因降本潜力长期主导地位明确。虽IMO净零框架投票推迟,但航运业脱碳目标未变,下游需求已逐步形成,短期在建项目落地与政策支持构成催化剂,长期技术降本与...

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