华泰证券：绿色甲醇产能2025年集中释放 46万吨项目落地

财中社11-24

11月24日，华泰证券发布公用环保行业专题研究报告。国内绿色甲醇产能呈现“小规模验证、加速落地、储备充足”的格局，截至2025年9月末已投产19万吨/年、在建311万吨/年，远期规划产能有望达1823万吨/年。技术路线上两大主流路线并行，绿电制甲醇因降本潜力长期主导地位明确。虽IMO净零框架投票推迟，但航运业脱碳目标未变，下游需求已逐步形成，短期在建项目落地与政策支持构成催化剂，长期技术降本与...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251124102328a70d3316&s=b><strong>财中社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月24日，华泰证券发布公用环保行业专题研究报告。国内绿色甲醇产能呈现“小规模验证、加速落地、储备充足”的格局，截至2025年9月末已投产19万吨/年、在建311万吨/年，远期规划产能有望达1823万吨/年。技术路线上两大主流路线并行，绿电制甲醇因降本潜力长期主导地位明确。虽IMO净零框架投票推迟，但航运业脱碳目标未变，下游需求已逐步形成，短期在建项目落地与政策支持构成催化剂，长期技术降本与...</p>\n\n<a 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