绿色液体燃料产业
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中信证券:建议重点关注绿色氢氨醇一体化生产厂商 以及电解槽等核心设备供应商
Xin Lang Cai Jing· 2025-12-12 00:33
Core Insights - Green liquid fuels, including green methanol, green ammonia, and SAF, are key drivers for decarbonization in shipping, aviation, and chemical industries, benefiting from increased carbon tax policies and ongoing cost reductions [1] - The market for green liquid fuels is expected to experience nearly tenfold growth over the next five years, with a long-term market potential reaching trillions of yuan [1] - Domestic manufacturers are leveraging abundant and inexpensive green electricity resources, comprehensive equipment supply, and downstream support systems to accelerate the development of the green liquid fuel industry and business models, achieving leapfrog growth [1] - It is recommended to focus on integrated production manufacturers of green hydrogen, ammonia, and methanol, as well as core equipment suppliers like electrolyzers [1]