金吾财讯 | 中信建投研证券究指，上海市人民政府印发《上海市加快国际航运中心建设“十五五”规划》，提出培育上下游协同发展的绿色航运产业集群，初步建成国际航运绿色燃料加注中心和交易中心。在绿色燃料方面，《规划》明确提出推进绿色甲醇制备项目，支持市内企业跨省布局绿色燃料生产基地。此外，《规划》提出打造船用绿色燃料加注服务平台，建设航运绿色燃料现货交易市场，研究开发绿色燃料价格指数。在能源结构优化方面，《规划》要求提升船用液化天然气、甲醇、生物燃料存储和加注能力，统筹设置船舶燃料加注和海事服务锚地。推广电池、甲醇动力等新能源和清洁能源船舶在内河场景的应用。伴随航运业减排需求的增长，绿色燃料市场规模有望持续增长。风险提示：环保公司财务状况恶化的风险；政策推进力度及落实程度不及预期的风险；环保治理财政资金拨付下滑的风险。
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