公用事业行业:风聚绿醇启新程 赛道焕新迎变局

中金公司
Jan 29

行业动态行业近况国内绿色甲醇项目正在迎来持续布局加速,有望获得政策支持。评论国际航运减碳需求拉动绿色甲醇应用提速。在近几年国际航运减碳目标的拉动下,以马士基、中远海运、ONE、长荣海运、赫伯罗特等全球航运巨头纷纷规划替代燃料船舶,其中主要为甲醇燃料船舶。根据香橙会研究院统计1,截至2025 年末全球明确采用甲醇动力的船舶总数达到439 艘,其中仅有少量投产,未来几年是投产高峰期,从2025 年初至...

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