【国金电新】氢能2026年度策略:非电降碳关键载体,蓄势已成、拐点将至

新兴产业观察者
Dec 12, 2025

+目录总结:政策和降本驱动氢能行业向商业化迈进,布局高弹性、确定性方向一、绿醇:政策全球共振,行业迎爆发和发展确定性1.1 国内向非电能源领域转向,欧盟和IMO政策带来绿色航运需求1.2 绿醇投资机会:锚定投产早、与下游船东合作、成本控制得当的绿醇生产商二、政策连击下绿氢经济性逐步显现,设备端弹性最大2.1 政策多方位推动产业链发展,氢能综合项目经济性可行度提升2.2 绿氢项目将迎开工潮,制氢设备...

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