事实上，一直以来，我国绿色燃料相对短缺。就航运业而言，在船舶能效指数（EEXI）与碳排放强度指数（CI I）的双重要求下，老 船绿色低碳改造、新船的技术创新虽不断取得进展，但绿色甲醇、绿氨等绿色燃料受技术不成熟、标准与认证体系不完善等因素影 响，产能和供应量远未达到商业规模。 江苏省可再生能源行业协会高级专家沈国民在接受《中国能源报》记者采访时指出，制约绿色液体燃料大规模推广的关键因素是尚未 建立绿色液体燃料市场体系。"新体系的建立需要漫长的过程，目前绿色液体燃料仍处在工业化示范阶段，还未形成商业化运行模式， 成本高于传统化石燃料成本。" 成本差距有多大？沈国民坦言，当前技术水平及原料价格水平下，绿色液体燃料成本大约是同类型传统化石燃料成本的2倍，想要具备 市场竞争力，要么对传统化石燃料征收碳税，要么绿色液体燃料得有绿色溢价。 "以可再生能源风光电制甲醇为例，成本与规模相关，以每年10万吨为例，加上固定资产（装置、建设、安装）折旧、公用工程、耗 材、人员费用等，可再生能源电制甲醇整体成本可以实现每吨2900元。但事实上，绿色甲醇即使以该成本进入传统甲醇市场，也没有 竞争优势，要想与传统甲醇持平、具备市场竞争力 ...

Core Viewpoint - The National Energy Administration has launched a pilot program for green liquid fuel technology, aiming to promote the development of new technologies, models, and industries in the green liquid fuel sector, thereby enhancing new productive forces in the energy field [1][2]. Group 1: Pilot Projects - The first batch of pilot projects includes nine initiatives, such as a 30,000 tons/year cellulose fuel ethanol project by Guotou Bio, a 500,000 tons/year green methanol project by Goldwind Technology (Phase 1: 250,000 tons/year), and a 450,000 kW wind power hydrogen coupling green methanol project by Liaoning Huadian [1][2]. - Other notable projects include the Tianying integrated wind-solar-storage hydrogen ammonia project in Andash City and a 1.52 million tons/year zero-carbon hydrogen ammonia project by Envision Zero Carbon Technology (Phase 1: 300,000 tons/year synthetic ammonia) [1]. Group 2: Implementation and Support - Relevant provincial energy authorities and state-owned energy enterprises are required to prioritize the organization, guidance, and support of the pilot projects, addressing any issues encountered during construction and operation [2]. - Projects are expected to be completed and put into production by the end of December 2026, with stable high-load production achieved by the end of June 2027 [2]. Group 3: Innovation and Policy Environment - The pilot program emphasizes innovation as the primary driving force, aiming to overcome technical bottlenecks, enhance equipment levels, and reduce production costs to ensure effective outcomes [2]. - The program seeks to identify policy bottlenecks and shortcomings through pilot projects, promoting a favorable policy environment for green liquid fuels [2].

国家能源局综合司关于开展绿色液体燃料技术攻关和产业化试点工作（第一批）的通知 （国能综通科技〔2025〕134号） 内蒙古自治区、吉林省能源局，辽宁省、黑龙江省、江苏省发展改革委，中国能源建设集团有限公司： 绿色液体燃料是以可持续航空燃料（SAF）、可持续柴油、生物燃料乙醇、绿色甲醇、绿氨等为代表的低碳燃料。为落实 党中央、国务院有关决策部署，保障能源安全，促进绿色转型，推动绿色液体燃料领域新技术、新模式、新业态发展，培 育能源领域新质生产力，增强发展新动能，经组织专家评审、复核和公示，原则同意国投生物3万吨/年纤维素燃料乙醇等9 个项目开展绿色液体燃料技术攻关和产业化试点工作，现将有关事项通知如下。 一、扎实组织开展试点工作 有关省（自治区）能源主管部门、能源央企要高度重视，加强对试点工作的组织、指导和支持，及时协调解决项目建设、 运行过程中遇到的问题。对于建设进度缓慢的项目，要加强督促指导。试点项目企业要发挥主体作用，加快试点项目建 设，于2026年12月底前建成投产、2027年6月底前实现高负荷稳定生产。要以创新为第一动力，努力突破相关技术瓶颈， 提升装备水平，降低生产成本，保障试点工作取得实效。 三、 ...

Group 1: Core Insights - The report from Huazhong Securities highlights the active development in synthetic biology, emphasizing its role in addressing major challenges such as health, climate change, and resource security [2] - The National Energy Administration announced the first batch of pilot projects for green liquid fuel technology, with nine projects selected to promote new technologies and business models in the energy sector [3] Group 2: Industry Developments - The synthetic biology index from Huazhong Securities decreased by 5.72 points to 1549.03 during the week of August 4-8, 2025, underperforming compared to the Shanghai Composite Index and the ChiNext Index [2] - Microgen announced a partnership with Cargill to expand the market application of allulose sugar in China, leveraging Cargill's resources and networks [4] - The first biodegradable plastic production facility in Chongqing, with an annual capacity of 60,000 tons, has been successfully launched, filling a gap in the biodegradable plastic industry in the region [5] - The Shenzhen Institute of Advanced Technology developed a new mini CRISPR nuclease, MiniCasUltra, which significantly enhances gene editing efficiency while maintaining a compact size [5] - PHA water-based barrier coatings have successfully completed industrial-scale production, marking a significant advancement in the commercialization of biodegradable materials [5]

Core Viewpoint - The National Energy Administration is promoting the development of new technologies, models, and industries in the green liquid fuel sector to ensure energy security and facilitate green transformation [1] Group 1: Project Support - The National Energy Administration plans to support nine projects, including a 30,000 tons/year cellulose fuel ethanol project by Guotou Bio [1] - The projects aim to advance green liquid fuel technology and industrialization [1] Group 2: Project Details - The first batch of pilot projects includes: 1. Guotou Bio's 30,000 tons/year cellulose fuel ethanol project [1] 2. Integrated wind power and biomass green methanol project in Tiaonan City by Shanghai Electric Green Source Technology [1] 3. Jin Feng Technology's green methanol project with a capacity of 500,000 tons (Phase 1: 250,000 tons/year) [1] 4. Integrated wind-solar-storage hydrogen ammonia methanol project in Anda City [1] 5. Liaoning Huadian's 450,000 kW wind power hydrogen coupling green methanol project [1] 6. Jiangsu Lanze's 300,000 tons/year green methanol project [1] 7. 1.52 million tons/year zero-carbon hydrogen ammonia project by Envision Zero Carbon Technology [1] 8. Green hydrogen ammonia methanol integrated project by China Energy Construction Group [1] 9. Green hydrogen synthesis ammonia integrated project by State Power Investment Corporation [1]

Core Viewpoint - The document outlines various pilot projects focused on biofuels and green methanol, indicating a significant push towards sustainable energy solutions in the industry [2]. Group 1: Biofuel Projects - The National Investment Biofuel project aims to produce 30,000 tons per year of cellulose fuel ethanol [2]. Group 2: Green Methanol Projects - The Tuanan City wind power coupled biomass green methanol integrated project is highlighted [2]. - Jin Feng Technology's green hydrogen project plans to produce 500,000 tons of green methanol, with the first phase targeting 250,000 tons per year [2]. - The Andashi Tianying wind-solar-storage hydrogen methanol integrated project is also mentioned [2]. - Liaoning Huadian's 450,000 kW wind power hydrogen coupling green methanol integrated project is included [2]. - Lanzhou Dafeng Port's project aims for an annual production of 300,000 tons of green methanol [2]. Group 3: Green Ammonia Projects - The Envision Qincar Technology (Chifeng) Co., Ltd. is set to develop a zero-carbon ammonia project with a capacity of 1.52 million tons per year, with the first phase producing 300,000 tons per year of synthetic ammonia [2]. - The China Energy Construction Corporation's Songyuan hydrogen energy industrial park focuses on green hydrogen and ammonia integration [2]. - The Da'an wind-solar green hydrogen synthetic ammonia integrated project is also noted [2].

Core Viewpoint - The National Energy Administration is promoting the development of green liquid fuel technologies and industrialization pilot projects to enhance energy security and support green transformation [2]. Group 1: Project Announcement - The National Energy Administration has organized the application and evaluation for green liquid fuel technology research and industrialization pilot projects [2]. - A total of nine projects, including a 30,000 tons/year cellulose fuel ethanol project by Guotou Bio, are proposed for support in the green liquid fuel technology research and industrialization pilot work [2]. Group 2: Public Notice - The public notice period for the proposed projects is from August 7 to August 13, 2025 [3]. - Any individual or organization can raise objections to the public content during the notice period, with the requirement to provide real names and contact information [2].