水泥:以碳之名

长江证券股份有...
Mar 09

海外:工艺降碳,先行一步水泥产碳系数高。水泥生产原材料分解产碳约占总量55%-70%;燃料煅烧排放约占总量25%-40%。水泥排碳系数较高,万元GDP 能耗是钢铁数倍以上,是总量降碳核心锚点。考虑到过程排放(原料分解)由工艺天然属性决定,当前政策约束和降碳路径更多围绕能耗控制展开。海外降碳先行一步,替代燃料比较普遍。海外成熟市场大量应用替代燃料:1、替代燃料比化石燃料更便宜;2、替代燃料来源较广;...

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