本报记者 刘钊 随着国内一批绿色甲醇项目集中开工投产，叠加商用车、航运等重点领域应用场景不断清晰，甲醇能源正迈入由示范探索 向规模化应用过渡的关键阶段。 从产业实践看，绿色甲醇在液态储运、跨区域调配以及与现有能源基础设施的兼容性方面具备显著优势，在当前新型能源 体系仍面临"电力难储、绿电外送受限"的现实条件下，绿色甲醇的战略价值正在被重新评估。 在1月7日举行的第二届绿色甲醇能源产业发展大会上，与会专家学者普遍认为，甲醇能源体系的加快构建将在提升可再生 能源利用效率、降低交通领域减排成本、增强能源系统韧性等方面发挥更为重要的作用。 在博世智能出行集团中国区董事会总裁王伟良看来，商用车应用场景多样，未来较长时期内难以出现"单一最优路线"，应 以场景驱动选择最合适方案：城市配送等路线固定、充电设施完善的场景适合纯电动；而在长途干线物流及设施不足区域，甲 醇有望成为经济有效的低碳/零碳解决方案。 不过，与产业扩张同步推进的，还有标准体系和认证机制的完善问题。当前，绿色甲醇在不同国家和地区的界定口径并不 统一，对原料来源、生产过程以及碳减排效果的认定标准存在差异。这在一定程度上制约了跨区域流通与国际贸易。 中国汽车技 ...

"十五五"开局之年，能源绿色转型与交通运输新能源化进入关键"攻坚期"，一场围绕液态新能源的产业革命正在加速酝酿。作为液态新能 源，甲醇凭借其多维优势，成为我国新型能源体系中的重要组成部分。 远程新能源 商用车 的生态构建，与国家部委的战略规划不谋而合。 2025年11月12日，国家能源局发布《关于促进新能源集成融合发展的 指导意见》提到， 稳步建设绿色氢氨醇（氢基能源）综合产业基地。 《意见》称， 支持各地结合绿色发展需求和资源条件，规划建设绿色 氢氨醇、可持续航空燃料等氢基能源产业。重点在风光开发潜力大、生物质和水资源丰富的地区，规划布局可再生能源制氢氨醇综合产业基 地。统筹供需两侧，科学规划输运管道、加注及转运港口等基础设施，有序推动跨省区输运体系建设。鼓励沿海地区探索海上风电制氢氨醇 技术，发展航运绿色燃料加注。 政策环境的持续加码和技术突破、生态构建，为产业前景注入了更加明晰的确定性，并引发资本市场高度关注。 2025年7月，醇氢科技宣 布完成第三轮超2亿美元的融资，由杭州高新金投领投。此前的2024年10月，远程与银河资本完成醇氢电动首支产业母基金合作协议签 署，总规模20亿元，基金将围绕甲醇制备、 ...

Core Insights - The automotive parts industry in Ma'anshan is being positioned as a core component of the new energy vehicle supply chain, with a focus on leading enterprises to drive industrial clustering and capability enhancement [1][5] - The demand for automotive components remains strong, with companies like Blue Dai Transmission experiencing full order books and robust production activity [1] - The successful launch of the world's first alcohol-hydrogen electric dual-use ship, manufactured by Hanma Technology Group, highlights the region's innovation in new energy commercial vehicles [3] Industry Development - Ma'anshan has attracted numerous automotive parts projects, focusing on lightweight materials, body structure components, sealing coatings, transmission gears, and thermal management systems, which fill gaps in the supply chain and promote collaboration among upstream and downstream enterprises [5] - The automotive industry cluster in Ma'anshan has begun to take shape, with 74 enterprises in the supply chain achieving a revenue of 11.44 billion RMB in the first three quarters of the year [5] - The transition from isolated breakthroughs to cluster development in the automotive parts industry is accelerating, enhancing the overall productivity of the sector [5] Company Highlights - Blue Dai Transmission is currently operating at full capacity, supplying well-known domestic vehicle manufacturers with its gear products [1] - Hanma Technology Group is leading the way in green transformation through its "alcohol-hydrogen + electric" technology, fostering innovation across the supply chain [3] - The construction of the Xin Yue Yang automotive parts and small home appliance production project is progressing smoothly, with plans to complete construction by the end of the year, further enriching the product matrix in Ma'anshan [3]

Core Insights - The "alcohol-hydrogen electric" technology is transforming the energy landscape of China's inland shipping industry amid global shipping's carbon neutrality challenges [2][3] - Hanma Technology Group is the only company globally to achieve mass production of alcohol-hydrogen power systems across various applications, signaling a comprehensive energy revolution [2][3] Development of Alcohol-Hydrogen Electric Technology - Hanma Technology's journey in alcohol-hydrogen technology is backed by over 20 years of research and investment from Geely in methanol [3] - The latest generation of alcohol-hydrogen electric systems has achieved a thermal efficiency of 50.3%, with over 50,000 operational vehicles accumulating more than 23 billion kilometers [3][6] - Alcohol, as a liquid energy source, offers high energy density, convenient storage and transportation, and low infrastructure modification costs, addressing the limitations of pure electric and hydrogen fuel cell technologies [3][6] Technical Breakthroughs - Hanma Technology's alcohol-hydrogen engine products cover power ranges from 60kW to 420kW, catering to various applications including commercial vehicles and ships [6] - The company has established an advanced automated production base with an annual design capacity of 100,000 units, ensuring quality traceability and real-time monitoring [6] Green Transition and Emission Reduction - Hanma Technology's alcohol-hydrogen systems play a crucial role in China's transportation green transition, especially under the International Maritime Organization's (IMO) stringent emission reduction framework [7][9] - The alcohol-hydrogen electric system shows significant emission reductions compared to diesel vessels, with NOx and hydrocarbon emissions down by 86%, particulate matter by 99%, and CO emissions by 92% [9] Full-Scene Application - The successful maiden voyage of the "Yuanchun 001" marks the official transition of alcohol-hydrogen technology from land to water, initiating the "alcohol-hydrogen era" [10][12] - The "Yuanchun 001" features advanced direct current networking technology, enhancing energy efficiency and system reliability, with a range of operational modes [12] - Alcohol-hydrogen systems are now operational in over 28 provinces and 100 cities, demonstrating significant environmental and economic benefits [12] Conclusion - Hanma Technology is leading a green revolution with its alcohol-hydrogen electric technology, contributing to global energy transition and aligning with China's dual carbon goals [13]

Core Viewpoint - The successful maiden voyage of the "Yuanchun 001" dual-use methanol-hydrogen electric vessel marks a significant milestone in the shipping industry's green transformation, providing a solution with "Chinese wisdom" for global shipping [1][3]. Group 1: Industry Developments - The shipping industry emits approximately 1 billion tons of CO2 annually, accounting for about 3% of global CO2 emissions, highlighting the urgent need for green transformation [3]. - The International Maritime Organization (IMO) has set a goal for ships over 5,000 tons to reduce emissions in phases, aiming for net-zero emissions by 2050 [3]. - Methanol is recognized as a clean fuel that can be produced through coal-based processes and is seen as a key player in the zero-carbon shipping movement [3][5]. Group 2: Strategic Collaborations - Shanghai Port Group and Geely Holding Group signed a strategic cooperation agreement to accelerate the promotion of the methanol-hydrogen electric industry ecosystem in green shipping [3][6]. - The collaboration aims to integrate resources and advantages in green shipping, green ports, and intelligent operations, enhancing logistics efficiency and reducing costs [6][8]. Group 3: Technological Innovations - The "Yuanchun 001" vessel features a self-developed methanol-hydrogen electric system, achieving a 42% reduction in energy costs and a 98% decrease in emissions compared to diesel vessels [8]. - Compared to pure electric vessels, the "Yuanchun 001" benefits from the same national policy subsidies, with a 24% reduction in purchase costs and an 11.5% decrease in energy costs, while extending its range to 1,500 km [8]. Group 4: Future Goals - By 2030, Shanghai aims to establish a green fuel supply system for shipping and lay the groundwork for an international green fuel trading and certification center [5]. - The city is positioning itself as a leader in the green transformation of shipping, leveraging its status as a major global container port [5].