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中信建投 :煤電低碳化改造新增綠氫需求,把握綠醇+出海鏈下設備環節投資機會
中信建投研報指出,綠氫新增需求主線,24/25年裝機有望高增---7月新增燃機摻氨實現低碳化轉型帶來的綠氫需求,基於當前政策明確指引的綠氫需求主線自下而上測算:24/25年國內綠氫需求將保持70%高增速。綠醇仍是24/25年拉動電解槽出貨的主要動力---24/25年綠醇有望拉動綠氫需求約14-15萬噸,對應電解槽2-3GW,佔比電解槽出貨60-70%,建議關注綠醇產業鏈下電解槽+氣化爐雙環節受益標的。
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