瑞恒茂绿色零碳循环经济支撑竹醇一体化项目稳盈利

Core Insights - The core viewpoint of the news is the launch of the "Bamboo Alcohol Integrated Project" by Ruihengmao Group, which aims to address the supply and certification challenges in the green methanol industry, positioning it as a highly valuable investment opportunity in the green fuel sector [1][2]. Industry Overview - The global demand for green methanol is expected to grow exponentially, driven by the dual carbon strategy and the need for deep decarbonization in shipping and land transportation sectors. IRENA predicts that by 2050, the global green methanol market will exceed 250 million tons [1]. - As of August 2025, there are approximately 173 green methanol projects under construction in China, with a total planned capacity of 53.46 million tons per year. Currently, the existing capacity meets only 10% of market demand [2]. Company Strategy - Ruihengmao Group's project focuses on the cultivation of polyploid bamboo, which offers significant advantages in terms of yield and carbon sequestration. The bamboo can be harvested for 20 years, yielding over 4 tons of dry matter per acre and sequestering 7-10 tons of carbon per acre [3]. - The project aims to create a closed-loop green zero-carbon economy by utilizing water resource recycling and organic waste to produce fertilizers, thereby ensuring low-cost raw material supply for bamboo cultivation [3][4]. Project Details - The integrated project plans to invest 1.1 billion yuan, with an annual sales target of 600 million yuan and a return on investment (ROI) of 30%. The project will not only generate revenue from green methanol but also from green dry ice and green steam, ensuring a more stable profit structure [5]. - The project has established a stable and compliant green raw material supply system through the cultivation of 60,000 acres of polyploid bamboo and ISCC certification [4]. Future Prospects - Ruihengmao Group plans to expand its operations by developing a biomass zero-carbon industrial park, which will include additional projects such as 100,000 tons/year of edible protein and 50,000 tons/year of taurine, alongside the cultivation of 500,000 acres of bamboo [6]. - The project is positioned to achieve "dynamic zero emissions" through carbon offsetting from bamboo cultivation, providing long-term benefits for investors by participating in a sustainable ecosystem [6].