【我国煤制天然气产业发展现状及未来展望：产能逐步提升，政策推动绿色转型】煤制天然气是通过煤 气化技术将煤炭转化为合成气，再经过甲烷化反应转化为以甲烷为主要成分的合成天然气的过程，旨在 利用我国丰富煤炭资源弥补传统天然气供应压力。 煤气化转化技术分两步法和一步法甲烷化工艺。两 步法先加压气化原料煤，经气体转换单元提高H2/CO比值后再甲烷化；一步法将气体转换和甲烷化合 并，减少中间环节，提升生产效率。直接合成天然气技术分催化气化和加氢气化工艺，加氢气化具有流 程短、能耗低、碳排放少等潜在优势。 甲烷化反应有相关主要反应，煤气化是煤制气核心环节，成熟 技术有固定床、流化床、气流床气化技术，固定床加压气化技术应用广泛。 煤制天然气产业从产业链 视角分上游资源支撑、中游转化制造、下游市场消费三大环节，各环节协同形成完整能源转化与利用链 条。 我国对煤制天然气产业政策表现为"审慎支持、规范发展"，近2年出台了相关具体政策引导产业科 学有序发展，强化环保约束和技术创新要求。 自"十一五"开启示范项目建设以来，环保、区域消纳等 问题制约产业发展。截至2025年5月，我国已投产4个项目，新疆2个总年产能33.75亿方，内蒙古 ...

Core Insights - The report highlights the ongoing developments in various sectors, particularly in healthcare and technology, indicating potential investment opportunities in companies involved in these areas [6][10]. Domestic Financial Market - The Shanghai Composite Index closed at 3348.44, with a slight increase of 0.38%, while the Shenzhen Component Index was at 10503.66, showing a minor decrease of 0.01% [4]. Macro News Summary - The National Medical Products Administration is accelerating the establishment of general standards for medical robots, AI medical devices, and high-end medical imaging equipment [6]. - The Ministry of Education plans to establish a national language and character big data center by 2027 [7]. - The China Academy of Information and Communications Technology reported that the domestic smartphone shipment in February reached 19.662 million units, marking a year-on-year increase of 37.9% [8]. Industry Latest Developments - The first pricing for brain-computer interface services has been released, presenting development opportunities for related stocks such as Sanbo Brain Science (301293) and Aipeng Medical (300753) [10]. - Support for the innovation and development of high-end medical devices is being promoted, with related stocks including Mindray Medical (300760) and Hotgen Biotech (688068) [10]. - A mechanism for coordinated advancement of digital China construction is being established to promote high-quality development in the digital industry, with related stocks like Data Port (603881) and Runjian Co., Ltd. (002929) [10]. Focus on Listed Companies - Kuaijishan (601579) has adjusted the sales prices of some key products, with a price increase of 4-5% for its pure series yellow wine and 6-9% for its three-year aged series [12]. - TBEA (600089) is investing in a coal-to-natural gas project with a total investment of 17.04 billion yuan, aiming for an annual capacity of 20 billion Nm3 [12]. - Ruixin Technology (300828) has signed an agreement for the acquisition of shares representing 24.19% of the company's total equity [12]. Market Review and Outlook - On April 1, the total trading volume in the two markets was 1.1323 trillion yuan, with 3,651 stocks rising and 1,346 falling. The trading volume decreased by 89.3 billion yuan compared to the previous day [14]. - The three major indices opened slightly higher but retreated after reaching a peak, indicating a healthy pullback after touching the five-day moving average [15]. - Market hotspots included controlled nuclear fusion and pharmaceuticals, while sectors like humanoid robots and precious metals saw significant outflows [15].