我国积极推广绿色甲醇应用，港口加注业务配套加速。我国先后发布多项政策文件推动 绿色甲醇应用，2025年交通运输等十部门联合发布《关于推动交通运输与能源融合发展的指 导意见》，明确提出到2035年"基本建成交通运输绿色燃料供应体系"的目标。同时，港口改 造和加注能力建设也在加速。2024年4月上海港率先打通全流程完成国内首单绿色甲醇船对 船加注作业，后续青岛、宁波、深圳等港口均积极推进港口甲醇燃料加注事宜，为甲醇加注 业务顺畅落地打通路径。 华安证券近日发布基础化工行业专题：海外AI芯片指数本周上涨0.54%，航运业碳排放 受到国际重视，IMO净零排放法案有望在10月获得通过，将推动绿色甲醇产业发展。国际海 事组织（IMO）在2025年4月通过净零排放框架草案，草案要求航运业2030年碳排放比2008 年减少至少20%，2050年左右实现净零排放，并可能对未达标船舶征收罚金，该方案有望在 2025年10月举行的海洋环境保护委员会特别会议上得到通过。 以下为研究报告摘要： 主要观点： 航运业碳减排迫在眉睫，绿色甲醇或将成为关键 绿色甲醇是一种低碳或零碳排放的液体燃料。绿色甲醇指生产时所需氢气和二氧化碳均 来自可再 ...

Core Viewpoint - The article discusses the significant progress and developments in China's green methanol industry, highlighting the transition from technology breakthroughs to industrialization and large-scale promotion, driven by recent government policies and market demands [3][4][5]. Group 1: Industry Developments - In June 2023, the National Energy Administration of China announced a notice to promote green liquid fuel technology, marking a critical phase for the green methanol industry [3]. - By the first half of 2025, there are 83 green methanol projects in progress across various regions in China, with 16.9% already under construction and 3.6% completed [4]. - The total planned capacity for green methanol in China is nearly 60 million tons per year, with only 22,100 tons currently built [5]. Group 2: Regional Focus - The top five provinces for green methanol project planning are Inner Mongolia, Jilin, Liaoning, Heilongjiang, and Gansu, with Inner Mongolia alone having 47 planned projects and a capacity of 18.37 million tons per year [7]. - Most provinces, except for Shanghai, Hubei, Shandong, and Zhejiang, have an opening rate of less than 50% for green methanol projects, primarily due to the lack of a trading platform and certification barriers [9]. Group 3: Project Characteristics - Biomass methanol projects dominate in terms of quantity, but carbon dioxide hydrogenation projects are larger in scale due to the need for significant green hydrogen and centralized carbon capture [13]. - The article emphasizes that while biomass projects are numerous, they are limited by dispersed raw materials, leading to smaller individual project sizes [13]. Group 4: Market and Policy Drivers - The implementation of carbon emission regulations in the shipping industry by the EU and the International Maritime Organization has created a pressing need for carbon-neutral fuels, with methanol, ammonia, and biofuels identified as key players [16]. - Several projects have already signed contracts with downstream shipping companies, indicating a move towards commercial operation of green methanol [16][17].