绿色甲醇产业
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 国内首个全链绿色甲醇示范项目启动,绿醇产业望迎来0-1拐点
 Xuan Gu Bao· 2025-11-03 14:39
据中国报业网报道,由国家电投集团吉电股份牵头,联合中远海运、上港集团共同投资42.9亿建设的, 国内首个贯通"绿醇生产—燃料加注—远洋航运"全链条的绿色甲醇示范项目——吉电股份梨树风光制绿 氢生物质耦合绿色甲醇项目,在吉林四平启动创优建设。此举不仅开创了央国企共建绿色液体燃料产业 链的全新模式,也为我国绿色航运提供了可复制的闭环解决方案,为培育新质生产力、落实"双碳"目标 注入强劲动力。建成后年产绿醇19.72万吨,年减排二氧化碳约30万吨,将为航运脱碳构建完整产业 链。 航运业脱碳压力巨大,绿色甲醇因其常温常压下为液体,易于储存和运输,燃烧后无硫氧化物和颗粒物 排放,且其生产原料为风光电解水制取的绿氢与生物质提供的碳源,全生命周期碳足迹大幅降低,成为 替代传统船用燃料的理想选择。 证券时报表示,此前IMO净零框架草案落地,叠加前期已落地欧洲区域性航运碳减排法规,绿色甲醇迎 来产业化应用场景。我国在全球绿醇项目储备占比高达55%,项目推进速度快,后续或将率先实现规模 化供应,绿醇产业望迎来0-1拐点。 公司方面,据证券时报表示, 复洁环保:公司在绿色甲醇方向,正重点攻关"三素协同厌氧发酵-沼气净化除杂-混合重 ...
 7月电力装机数据分析绿色甲醇开工情况跟踪 | 投研报告
 Zhong Guo Neng Yuan Wang· 2025-09-01 01:56
 Group 1: Power Generation Capacity - As of the end of July 2025, the total installed power generation capacity in China reached 3.67 billion kilowatts, representing a year-on-year growth of 18.2% [1][2] - Solar power generation capacity reached 1.11 billion kilowatts, with a year-on-year increase of 50.8%, while wind power capacity reached 575 million kilowatts, growing by 22.1% [1][2]   Group 2: New Installations - From January to July 2025, the total new installed capacity was 325 GW, marking a year-on-year increase of 75.7% [1][2] - Solar power installations accounted for 223 GW of the new capacity, with an impressive year-on-year growth of 80.7%, while wind power installations added 54 GW, up by 79.4% [1][2] - In July 2025, new installations of renewable energy were 12 GW, which is nearly half of the previous month’s figure [1][2][3]   Group 3: Specific Trends in Solar and Wind Power - The new solar power installations in July 2025 were 10 GW, which is more than a 50% decrease compared to July 2024 and nearly a halving from June 2025 [3] - Wind power installations in July 2025 were 2.3 GW, slightly down from the previous years' figures and significantly lower than June 2025's 5.1 GW [4]   Group 4: Green Methanol Projects - The demand for green methanol is primarily driven by the marine shipping industry, with the first container ship fully powered by green methanol having set sail in July 2025 [6] - China's total planned capacity for green methanol is nearly 60 million tons per year, but actual built capacity is currently below 300,000 tons per year [6] - The opening rate of green methanol projects is improving, with over 600,000 tons per year of capacity expected to be operational by 2024 and around 1.5 million tons per year by 2025 [6][7]