光大证券：碳排放双控转型推动碳成本重估看好绿电的非电应用

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智通财经APP获悉，光大证券发布研究报告称，在全球能源转型进入深水区的当下，过去十年的主题是绿电替代火电逻辑下风光装机的增长，那么未来十年的核心逻辑将是绿电的“非电化应用”——即通过绿氢、绿氨、绿醇等载体，将不稳定的可再生能源转化为稳定的工业原料和热能，从而解决钢铁、化工、航运等行业的脱碳难题。综合考虑下游支付溢价能力、替代经济性等因素，航运燃料绿醇、储氢固碳绿氨、氢冶金领域的非电应用有望受益。...

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光大证券：碳排放双控转型推动碳成本重估 看好绿电的非电应用

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光大证券：碳排放双控转型推动碳成本重估看好绿电的非电应用