中信证券：绿色氢氨醇拟纳入可再生能源消纳比重

Core Insights - The National Development and Reform Commission (NDRC) has proposed a system to establish a minimum proportion of renewable energy consumption and a responsibility weight for electricity consumption, significantly strengthening policy signals [1] - This policy is the first to incorporate non-electric sectors into renewable energy consumption targets, which is expected to effectively promote the green transformation of high-energy-consuming industries, particularly in steel and chemical sectors [1] - With the arrival of a policy turning point for green hydrogen and methanol demand, the industry is anticipated to enter a new growth phase [1] - It is recommended to pay attention to core equipment suppliers for electrolyzers and companies that have leading advantages in green methanol project investment and process innovation [1]