边锋游戏

氢能与燃料电池产业前沿分析报告:氢能时代,点煤成金
发布时间:2019-06-06 16:01:00

氢能与燃料电池产业前沿分析报告:氢能时代,点煤成金


◆制氢技术多元化,因地制宜是关键。随着燃料电池等氢能产业写入国家战略,氢能开发受到市场关注。制氢是氢能产业链最前端环节,当前技术路线多元化不存在单一最优模式,需要因地制宜。我国作为煤炭资源大国, 煤制氢是未来煤炭清洁利用的重要突破口。


◆CHUQING、YUNQINGSHIQINGNENGLIYONGFAZHANDECHEZHOU。DANGQIAN,QINGQIYUNSHUPINGJINGSHANGWEIWANQUANTUPO、CHENGBENJIAOGAO,QIEJIAQINGZHANSHULIANGBUZUDAOZHIQINGNENGLIYONGFAZHANZHIHOU。WOMENDUIMUQIANSANDAYUNSHUFANGSHIJINXINGLILUNCESUANHOURENWEI,WEILAIQUANGUOQINGQICHUYUNJICHUSHESHIGOUJIANZHONG,DAGUIMO ZHIQINGQIYEYUCHENGSHIMENZHANZHIJIANZHUYAOKEYIGUANDAOFANGSHIYUNSHU;CHENGSHINEIBUHUOQUYUZHIJIANZHONGDUANJULIKEYIJIZHUANGGUANSHU(TUOCHE)YUNSHU,YEQINGCAOGUANCHEZENENGZAI 300 GONGLIYISHANGDEYUANJULIXUQIUZHONGFAHUIYIDINGYOUSHI。ZHIQINGHUANJIEWEILAIYANHAIZHUYAOYIHUAGONGFUCHANZHIQINGMOSHI,NEILUZESHIMEIZHIQINGYUKEZAISHENGNENGYUANZHIQINGBINGCUN。WOGUOMEITANZIYUANYUNENGYUANXIAOFEIDICHENGNIXIANGFENBU,KAOLVCHUQING、YUNQINGCHENGBENJIAOGAO,ZIYUANDICHANQINGQIEJIUJINXIAONASHIKEXINGFANGAN。


◆MEIZHIQINGSHIWOGUOCHUANTONGMEIHUAGONGZHUANXINGDETUPOKOU。WOGUOCHUANTONGMEIHUAGONGMEIZHIJIACHUNXIANGMUCHANNENGLIYONGLVBUZU 60%,ZHUYAOFENBUYUNEIMENGGU、SHANXIDENGFUMEIDIQU,TINGCHANCHANNENGZHONG 45%CAIYONGMEIZHIJIACHUNGONGYI。ZHEIBUFENCHANNENGJUYOUGAIZAOCHENGZHUANMENZHIQINGZHUANGZHIDEQIANNENG,QIGAIZAOCHENGBENWEIXINJIANXIANGMUDE 65%。MEIZHIQINGXIANGBITIANRANQIZHIQINGJUYOUJIAOHAODECHENGBENJINGZHENGLI,JIAGEYUE 0.9 YUAN/LIFANGMI。KAOLVDAOWEILAIDUIMEIHUAGONGHEMEIDELIYONGKENENG,CHENGBENHAICUNZAIXIAJIANGKONGJIAN。GENJUWOMENMINGANXINGCESUAN,RUOGAIZAOBILIDA 10%,QUANGUODANCHUNZHUANGZHIKEGONGJI 124 WANLIANGRANLIAODIANCHICHE;RUOMEIHUAGONGXIAOFEIZHANBITISHENG1 GEBAIFENDIAN,QUANGUOXINJIANMEIZHIQINGXIANGMUKEGONGJI 543 WANLIANGRANLIAODIANCHICHE。


报告内容:


1、运输是氢能利用的核心问题


1.1、制氢技术多元化,核心问题在运输环节


QINGNENGZUOWEIYIZHONGERCINENGYUAN,JUYOULVSEWUWURAN、YUANLIAOFENGFU、LIYONGFANGSHIDUOYANGDEYOUSHI。JINGGUOGONGYELINGYUSHUSHINIANDEFAZHAN,ZHIQINGGONGYIYIJINGJIAOWEICHENGSHU。GENJUGUOJIKEZAISHENGNENGYUANSHUCESUAN,2017 NIANQUANQIUQINGYUANLIAOSHICHANGGUIMOWEI 1150 YIMEIYUAN,YUJI 2022 NIANJIANGDADAO 1550 YIMEIYUAN。


边锋游戏QINGNENGYUANZHUCHANYELIANBAOKUOSHANGYOUQINGQIZHIBEI、ZHONGYOUQINGQIYUNSHUCHUCUN、XIAYOUJIAQINGZHAN、QINGRANLIAODIANCHIJIQINGNENGYUANRANLIAODIANCHIYINGYONGDENGDUOGEHUANJIE,YOUYUJISHU、JICHUSHESHIBUZUDENGWENTI,MUQIANGEHUANJIECUNZAIYIDINGDENANDIAN:


边锋游戏·ZHIBEI:ZIYUANDIHEXIAOFEIDINIXIANGFENBU,ZHIQINGCHENGBENYINJISHULUXIANHEZIYUANBINGFUCHAYIJUDA;

边锋游戏·CHUCUN:GUANJIANCAILIAO、BUJIANYILAIJINKOU,SHANGBUJUBEICHANYEHUATIAOJIAN;

·YUNSHU:DUANQIZHUYAOYIQITAIGAOYA、CHEZAIYUNSHUFANGSHIWEIZHU,JINGJIXINGSHOUDAOYUNJUXIANZHI;

·JIAZHU:JIAQINGZHANQUEFATONGYISHENPIGUIFAN,TOUZIHUISHOUQIZHANG;

边锋游戏·DIANDUI:HEXINBUJIANHECAILIAOGUOCHANHUALVJIAODI。



2019 年氢能源首次写入《政府工作报告》,政府工作任务中明确“将推动充电、加氢等设施建设”。其实,自 2011 年以来有关部门已经从战略、产业结构、科技、财政等方面相继发布了一系列政策,引导鼓励氢燃料电池等氢能产业发展。随着氢能应用技术发展逐渐成熟,以及全球应对气候变化压力持续增大,氢能产业关注度日益提升,氢能及燃料电池技术作为实现低碳环保发展的重要创新技术,正在迎接一轮高速发展窗口。


边锋游戏ZHIQINGSHIQINGNENGCHANYELIANDEZUIQIANDUANHUANJIE,DANGQIANJISHULUXIANDUOYUANHUABUCUNZAIDANYIZUIYOUMOSHI,XUYAOYINDIZHIYIXUANZESHIHESUOZAIDIZIYUANBINGFU、JINGJITIAOJIANDENGKEGUANHUANJINGDEZHIQINGSHOUDUAN。ZHIBEIQINGQIDEFANGFAYIJIAOWEICHENGSHU,CONGDUOZHONGLAIYUANZHONGDOUKEYIZHIBEIQINGQI,MEIZHONGJISHUDECHENGBENJIHUANBAOSHUXINGDOUBUXIANGTONG,ZHUYAOFENWEISIZHONGJISHULUXIAN:GONGYEWEIQIFUCHANQING、DIANJIESHUIZHIQING、HUAGONGYUANLIAOZHIQING、HUASHIRANLIAOZHIQINGDENG。


边锋游戏LIYONGHUASHIRANLIAOZHIQINGSHIMUQIANGONGYEZHIQINGDEZHUYAOTUJING。ZAISHIHUA、GANGTIE、JIAOHUAGONGYELINGYU,QINGQIYIBANYIFUCHANPINDEXINGSHICHUXIAN,ZAIXUNHUANJINGJIMOSHIXIABEIDANGZUOZHEIXIEQIYEDEZHONGYAOHUAGONGYUANLIAOHUORANLIAO。


边锋游戏QUANQIULAIKAN,MUQIANZHUYAODEZHIQINGYUANLIAO 95%YISHANGLAIYUANYUCHUANTONGNENGYUANDEHUAXUEZHONGZHENG(48% LAIZITIANRANQIZHONGZHENG、30%LAIZICHUNLEIZHONGZHENG,18%LAIZIJIAOLUMEIQI),4%ZUOYOULAIYUANYUDIANJIESHUI。RIBENYANSHUIDIANJIECHANNENGZHANSUOYOUZHIQINGCHANNENGDE 63%,CIWAICHANNENGZHANBIJIAOGAODE HAIBAOKUOTIANRANQIGAIZHI(8%)、YIXIZHIQING(7%)、JIAOLUMEIQIZHIQING(6%)HEJIACHUNGAIZHI(6%)DENG。



1.2、氢气属于?类危险品,对运输安全要求较高


QINGQIZAICHANGWENCHANGYAXIAWEIQITAI,MIDUJINWEI 0.0899 QIANKE/LIFANGMI。ZUOWEIYIRANQITI,TASHUYU1LEIWEIXIANPIN,YUKONGQIHUNHENENGXINGCHENGBAOZHAXINGHUNHEWU,YUREJIFASHENGBAOZHA,YINCIDUIYUNSHUANQUANYAOQIUJIAOGAO。


QINGQIDECHUYUNQINGQICHUYUNJISHUKEYIFENWEIGAOYAQITAI、YETAI、YOUJIZAITI(LOHC)JIGUTAICHUQINGYUNSHUDENGSILEI。QIZHONGGAOYAQITAIYUNSHUYOUYUJISHUSHIXIANJIANDANJICHENGBENDIDENGTEZHENG,YINGYONGZUIWEIGUANGFAN,ERYETAIYUNSHUCIZHI。YOUJIZAITIYUGUTAIYUNSHUCHUYUSHIYANJIEDUAN,CHENGSHUDUJIAODI。


高压气态运输


边锋游戏(1)JIZHUANGGE:JIZHUANGGESHICAIYONGGANGJIEGOUKUANGJIAJIANG 10-16 ZHIRONGJI 40L DANPINGJIZHUANGZAIYIQICAIYONGCHANGGUICHELIANGJINXINGYUNSHU,GANGPINGYAQIANGKEYIDADAO 15-20Mpa。YOUYUGANGPINGZIZHONGJIAODA,YUNSHUQINGQIZHONGLIANGJINZHANGANGPINGZHONGLIANGDE 0.067%,YUNSHUXIAOLVDIXIA,CHENGBENGAO。DANJI ZHUANGGECAOZUOJIANDAN,YUNSHUFANGSHILINGHUO,SHIHEYUDUANJULI、SHAOLIANGXUQIUDEGONGYING。


边锋游戏(2)JIZHUANGGUANSHU(TUOCHE):SHIJIANGDUOZHIDARONGJIWUFENGGAOYAGANGPINGTONGGUOPINGSHENLIANGDUANDEZHICHENGBANGUDINGZAIKUANGJIAZHONGGOUCHENG,CAIYONGDAXINGTUOCHEYUNSHU。JIGUONEIZHUYAOSHENGCHANSHANGZHONGJIANRUIKESHENGCHANDEJIZHUANGGUANSHUCHENGSHOUYALI 20Mpa,MEICIKEZHUANGZAIQINGQIYUE 4000Nm3,ZHONGYUE 460kg。


(3)GUANDAOYUNSHU:TONGGUOZAIDIXIAMAISHEWUFENGGANGGUANXITONGJINXINGQINGQISHUSONG,GUANDAONEIQINGQIYALIYIBAN 4Mpa,SHUSONGSUDUKEDADAO 20m/s。GUANDAOYUNSHUJUYOUSUDUKUAI、XIAOLVGAODEYOUDIAN,DANCHUSHITOUZIJIAOGAO。QINGQIGUANDAOZAIMEIGUOJIOUZHOUCAIYONGJIAODUO,WOGUOZEJIAOWEISHAOJIAN。



槽罐车液氢运输


YEQINGYUNSHUSHIJIANGQINGQIYULINGXIA 253 SHESHIDUDIWENXIAZHUANHUAWEIYETIXINGTAI,CAIYONGCAOGUANCHEJINXINGYUNSHU。XIANGDUIYUGAOYAQITAIYUNSHU,YETAIQINGJUYOUGENGGAODETIJINENGLIANGMIDU,YINERYUNSHUXIAOLVDAFUDUTISHENG。DANQINGQIYEHUANENGHAOJIAOGAO,XIANGDANGYUBEIYEHUAQINGQIREZHIDE 33%,TONGSHIZAIYUNSHUGUOCHENGZHONGJUYOUJIGAODEBAOWENYAOQIUYIFANGZHIYEQINGFEITENG,YINERCHENGBENJIAOGAO。


1.3、三种氢气运输方式成本测算及比较


JIZHUANGGUANSHU(TUOCHE)、YEQINGCAOGUANCHE、GUANDAOQINGQISHIDANGQIANZUIZHUYAO、CHENGSHUDEQINGQIYUNSHUFANGSHI,WEILEFENXIQISHIHEDESHIYONGCHANGJINGJIJINGJIXING,WOMENFENBIEDUIZHEISANZHONGYUNSHUCHENGBENJINXINGSHULIJICESUAN。


边锋游戏(1)JIZHUANGGUANSHU(TUOCHE)YUNSHU


边锋游戏JIZHUANGGUANSHU(TUOCHE)YUNSHUCHENGBENZHUYAOBAOKUO:TUOCHEZHEJIUFEI、WEIHUBAOYANGFEI、QINGQIYASUOHAODIAN、RENYUANGONGZIJIYUNSHUYOUHAODENG。WOMENJIYUYIXIAJIASHECESUAN:TUOCHEJIAGE 100 WAN/TAI,FEN 10 NIANZHEJIU,CANZHIWEI 0;MEITAITUOCHEXUYAO 2 MINGSIJI,RENJUNGONGZI 15 WAN/NIAN;ZAIQILIANG 460kg,MEIBAIGONGLIHAOYOU 25 SHENG(CHAIYOUJIAGEAN 6 YUAN/SHENG);SUDU 50km/XIAOSHI,LIANGDUANZHUANGXIESHIJIANYUE 5 XIAOSHI,NIANYOUXIAOGONGZUOSHI 4500 XIAOSHI,QINGQIYASUOGUOCHENGHAODIAN 1kwh/kg(DIANFEI 0.6 YUAN/DU)。


(2)YEQINGCAOGUANCHEYUNSHU


YUJIZHUANGGUANSHUCHE(TUOCHE)YUNSHUFANGSHIXIANGBI,YEQINGCAOGUANCHEYUNSHUCHENGBENZENGJIALEQINGQIYEHUACHENGBENJIYUNSHUTUZHONGYEQINGDEFEITENGSUNHAO。WOMENJIYUYIXIAJIASHECESUAN:CAOGUANCHEJIAGE 45 WAN/LIANG,FEN 10 NIANZHEJIU,CANZHIWEI 0;MEICIZHUANGZAIYEQINGYUE 4300kg,YUNSHUTUZHONGYOUYUYEQINGFEITENGPINGJUNMEIXIAOSHISUNHAO 0.01%,YEHUAGUOCHENGSUNHAO 0.5%。YEHUAGUOCHENGHAODIAN 11kwh/ kg,CAOGUANCHECHONGXIEYICIHAOSHI 6.5 XIAOSHI。


(3)GUANDAOQINGQIYUNSHU


边锋游戏GUANDAOQINGQIYUNSHUCHENGBENZHUYAOBAOKUOGUANDAOJIANSHEFEIYONGZHEJIUYUTANXIAO、ZHIJIEYUNXINGWEIHUFEI(CAILIAOFEI、WEIXIUFEI、SHUQISUNHAO、ZHIGONGXINCHOUDENG)、GUANLIFEIJIQINGQIYASUOCHENGBENDENG。CANKAOGUONEIZUIJINJIANCHENGYUNYINGDEQINGQISHUSONGGUANDAO“JIYUAN-LUOYANG”XIANGMU,WOMENJIYUYIXIAJIASHECESUAN:CAIYONG φ508mm GUANDAO,NIANSHUSONGNENGLI 10.04 WANDUN,JIANSHECHENGBENWEI 616 WAN/GONGLI,GUANDAOSHIYONGSHOUMING 20 NIAN;YUNXINGQIJIANWEIHUCHENGBENJIGUANLIFEIYONGZHANJIANSHECHENGBENDE 8%;MANZAISHUSONGGUOCHENGZHONGMEINIANSUNHAOWEI 1252 QIANKE/GONGLI。


TONGGUOBIJIAOWOMENKEYIFAXIAN:1.ZAIMANFUHEYUNYINGZHUANGTAIXIA,GUANDAOYUNSHUCHENGBENMINGXIANYOUYUJIZHUANGGUANSHU(TUOCHE)YUYEQINGCAOGUANCHEYUNSHU;2.ZAI 300 GONGLIYUNSHUJULIZHINEI,JIZHUANGGUANSHU(TUOCHE)YUNSHUCHENGBENYOUYUCAOGUANCHE,ERYUNJUCHAOGUO300 GONGLIZHIHOU,CAOGUANCHEYUNSHUCHENGBENKAISHIDIYUJIZHUANGGUANSHU(TUOCHE)。


JIZHUANGGUANSHU(TUOCHE)YUCAOGUANCHEDANCHEYUNSHULIANGYOUXIAN,KEYIGENJUSHICHANGXUQIUBIANHUADIAOZHENGYUNSHUCHESHULIANGGUIMOYITIGAOLIYONGLV。ERGUANDAOYUNSHUDEJINGJIXINGBIXUYIGAOFUHEWEIQIANTI,DANWEIYUNSHUCHENGBENSHOUYUNSHULIANGYINGXIANGXIANZHU。


WEILAIQUANGUOQINGQICHUYUNJICHUSHESHIGOUJIANZHONG,DAGUIMOZHIQINGQIYEYUCHENGSHIMENZHANZHIJIANZHUYAOKEYIGUANDAOFANGSHIYUNSHU;CHENGSHINEIBUHUOQUYUZHIJIANZHONGDUANJULIYIJIZHUANGGUANSHU(TUOCHE)YUNSHUWEIZHU,YEQINGCAOGUANCHEZENENGZAI 300 GONGLIYISHANGDEYUANJULIXUQIUZHONGFAHUIYOUSHI。



1.4、考虑储运成本,煤制氢或是内陆地区主要方式


WOGUOGONGYEQITISHENGCHANLINGYUQIBUJIAOWAN,DADUOSHULIANYOUQIYEDUOZIJIANQINGQIZHIZAOCHANGMANZUBENCHANGDEQINGQIXUYAO,ZHUANMENQINGQIZHIZAOQIYESHULIANGBUDUOBINGQIEFAZHANSUDUJIAOMAN,XIANYOUQINGQIZHIZAOYEDUOFENBUYUDONGBUYANHAIDIQU。QIZHONGYIGUANGDONGSHENG、JIANGSUSHENG、SHANGHAISHI、SHANDONGSHENG、BEIJINGSHIQIYEZUIWEIJIZHONG。


CONGCHUCHANGCHENGBENLAIKAN,MEIZHIQING,LVJIAN、BINGWANTUOQINGZHIBINGXIHEYIWANLIEJIEZHIXITINGFUCHANCHENGBENYUANDIYUTIANRANQI、JIACHUNZHONGZHENGZHIQINGHESHUIDIANJIEZHIQINGDENGLUXIAN。DANYOUYUMEIZHIQINGCHANNENGZHUYAOJIZHONGZAINEIMENGGU、SHANXIDENGDIQU,JULIDONGBUYANHAIDENGXIAOFEIZHONGXINJIAOYUAN,KAOLVDAOCHUQINGHEYUNQINGHOUZONGHECHENGBEN,QIYULVJIAN、BINGWANTUOQINGHEYIWANLIEJIEZHIQINGXIANGBIBUZHANYOUSHI。WEILAIZHIQINGHUANJIEJIANGCHENGXIANMEIZHIQING、GONGYEFUCHANZHIQING、KEZAISHENGNENGYUANZHIQINGSANDAJISHULUXIANBINGCUNGEJU。YANHAIZOUHUAGONGFUCHANZHIQINGMOSHI,NEILUZESHIMEIZHIQINGYUKEZAISHENGNENGYUANZHIQINGBINGCUN。


WOGUOMEITANZIYUANYUDANGQIANJIEDUANDEZHIQINGQIYEDIYUSHANGCHENGNIXIANGFENBU。MEITANZIYUANDILIFENBUZONGGEJUXIDUODONGSHAO、BEIFUNANPIN。QUYUFENBUSHANG,HUABEIDIQUZHAN 58%。QIZHONGSHANXI、NEIMENGGU、SHANXI、XINJIANG、GUIZHOU、NINGXIADENG 6 SHENG,ZIYUANZONGLIANGZHANQUANGUODE 80%。SHANXI、NEIMENGGU、SHANXI、XINJIANG、GUIZHOUDENGWUSHENGMEITANTANMINGCHULIANGZHANQUANGUOBIZHONGDA81%YISHANG。


边锋游戏MEITANZIYUAN、MEIHUAGONGCHANYEJIZHONGYU“SANBEI”DIQU,DANGENJUDANGQIANJIAQINGZHANDEBUJUGUIHUA,QINGNENGXUQIUZHUYAOJIZHONGZAIZHANGSANJIAO、ZHUSANJIAODENGXIANGDUIFADADIQU。JIANYUYUNSHUCHENGBENZAIWAIBUGONGYINGJIAQINGZHANCHENGBENJIEGOUZHONGBIZHONGJIAODA,BIRANMIANLINCHUYUNWENTI。BUTONGYUYIJINGJUBEIDAGUIMOGUANDAOYUNSHUTIXIDETIANRANQI,MEIZHIQINGXIANZAIZHUYAOYONGCHELIANGYUNSHU。CHELIANGYUNSHUDEJINGJIYUNSHUBANJINGYIBANZAI 100 QIANMIYINEI。CHAOGUOZHEIGEJULIHOUYUNSHUCHENGBENBIANGAO,MEIZHIQINGDEJINGJIXINGJIANGDAFUXIAJIANG。


边锋游戏WOGUOSHIMEIZHIQINGYINGYONGZUIDUOGUOJIAZHIYI,MEIZHIQINGDEYOUSHIZHUYAOBIAOXIANZAISANGEFANGMIAN:


·YUANLIAOKEHUODEXING。WOGUOZUOWEIMEITANDAGUO,MEITANZAIYICINENGYUANZHANBIDA 60%,ZIYUANFENGFUQIEYIDE。

·YUANLIAOCHENGBENDI。MEITANXIANGBITIANRANQIDENGNENGYUANJUYOUMINGXIANDEJIAGEYOUSHI。TIANRANQIZHIQINGCHENGBENYUEWEI 2 YUAN/LIFANGMI,ERMEITANZHIQINGDECHENGBENZAI 0.8 YUAN/LIFANGMIZUOYOU。

边锋游戏·MEIZHIQINGJISHUCHENGSHU,KEGUIMOHUASHENGCHAN。QINGJIEMEIHUAGONGGUOCHENGDIYIBUCHANSHENGDEJIUSHIQINGQI,MEIZHIQINGJISHUKEYIZHUISUDAOSHANGSHIJIBAJIUSHINIANDAI。ZAICIQIJIAN,SHENHUA、QILUSHIHUA、MAOMINGSHIHUADENGMEIHUAGONGXINGYELONGTOUQIYEZHENGXIANGBUJU,TUIDONGLEWOGUOMEIZHIQINGJISHUDEFAZHAN,YIYANGHUATANZHUANHUAN、QINGQIFENLITICHUN、DAGUIMOKONGFENDENGGUANJIANJISHUSHANGSHIXIANLEGUOCHANHUA。KEYISHUO,WOGUOMEIZHIQINGJISHUYIJIAOWEICHENGSHU,KEZHICHIGUIMOHUAYINGYONG,ZHEISHIQITAZHIQINGLUJINGBUJUBEIDEYOUSHI。


LINGYIFANGMIAN,BUKEFOURENMEITANZUOWEICHUANTONGHUASHIRANLIAOZAIZHIQINGGUOCHENGZHONGRONGYICHANSHENGHUANBAOWENTI:


需要通过 CCS 技术处理、封存 CO2


MEIZHIQINGGONGYIWAIPAIERYANGHUATANYUESHITIANRANQIZHIQINGDE 4 BEI。WOGUOZAI《LIANHEGUOQIHOUBIANHUAKUANGJIAGONGYUE》DEBALIQIHOUDAHUISHANGCHENGNUODAO 2030 NIANDANWEI GDP ERYANGHUATANPAIFANGLIANGBI2005 NIANXIAJIANG 60%-65%,BINGZAI 2030 NIANQIANHOUHUASHINENGYUANXIAOFEIDEERYANGHUATANPAIFANGDADAOFENGZHIDEMUBIAO。MEIZHIQINGGUOCHENGPAIFANG CO2,BIXULIYONG CCS JISHUCAINENGSHIXIANJIANPAI。


需要进行脱硫处理


边锋游戏HECHENGQIZHONGDELIULAIYUANYUQIHUAYONGMEI,ZHUYAOYI H2S XINGSHICUNZAI。QIHUAYONGMEIZHONGDELIUYUEYOU 80%ZHUANHUACHENG H2S JINRUMEIQI,RUGUO H2S JINRURANLIAODIANCHIZHONG,HUIYINQIRANLIAODIANCHIYINJICUIHUAJI“ZHONGDU”,ZAOCHENGYINJICUIHUAJIBUKENIZHUANDESUNSHANG,CONGERDAOZHIRANLIAODIANCHIXINGNENGXUNSUXIANZHUXIAJIANG。WEILEFANGZHIZHONGZHENGCUIHUAJIDELAOHUA,XUYAOANZHUANGYONGYUKEYIQUCHULIUCHENGFENDETUOLIUQI。



边锋游戏2018 NIANYOUGUOJIANENGYUANTOUZIJITUANQIANTOU,TONGJIDAXUE、ZHONGGUOYIQI、ZHONGGONGGANGYANDENGSHUSHIJIAQIYEHEKEYANJIGOUGONGTONGFAQIDEZHONGGUOQINGNENGLIANMENGZAIBEIJINGZHENGSHICHENGLI,LIANMENGCHENGYUANDANWEICONGFAQIDE 20 JIAZENGJIADAO 54 JIA。GUONENGTOUZUOWEIZHONGGUOQINGNENGLIANMENGSHOUJIELISHIZHANGDANWEI,MEIHUAGONGBANKUAINIANCHANCHAOGUO400 WANDUNQINGQI,YIJUBEIGONGYING 4000 WANLIANGRANLIAODIANCHICHENGYONGCHEDEZHIQINGNENGLI,ZAIZHIQINGCHANYEYOUZHEDETIANDUHOUDEYOUSHI。JITUANZHENGZAIJIAKUAIBUJUCONGZHIQINGDAOJIAQINGZHANDEQINGNENGLIYONGQUANCHANYELIAN,BINGCANYUQINGRANLIAODIANCHIDEYANZHIYUKAIFA,ZHENGJIHUAZAIJIANGSURUGAO、SHANXIXIANYANG、NEIMENGGUBAOTOUDENGDITOUZIJIANSHEQINGNENGXIANGMU。


2、煤制氢是我国煤炭清洁利用的突破口


2.1、煤气化、工业副产是目前国内最主要氢气来源


WOGUOMEITANZIYUANCHULIANGFENGFU,TIANRANQIDUIWAIYICUNDUGAODA30%,HENENG、KEZAISHENGNENGYUANRENGCHUYUFAZHANDANGZHONG。CONGZIYUANBINGFUJINENGYUANLIYONGXIANZHUANGDENGYINSUCHUFA,MEITANQIHUAZHIQING、KEZAISHENGNENGYUANZHIQINGQIANJINGGUANGKUO。CONGNENGYUANANQUAN、JINGJIFAZHANWENDINGDENGXIANSHIJIAODUKAOLV,MEIZHIQINGSHIMEITANQINGJIELIYONGWENTIDEJIJIATUPOKOU。


边锋游戏GUOQUMEIZHIQINGYIZHIHUOYUEZAIHUAGONGLINGYU,BUBEIDAZHONGSUOSHUXI。QIANJINIANYOUYUHUANBAOYAOQIUTIGAO,YOUPINZHILIANGSHENGJIBUFAJIAKUAI,MEIZHIQINGKAISHIBEILIANYOUCHANGGUANGFANYINGYONG。ER 2019 NIANYILAISUIZHERANLIAODIANCHIDEHUORE,MEIZHIQINGZUOWEIZHUYAOZHIQINGLUJINGZHIYI,YEZHUJIANZOUJINGONGZHONGDESHIYE。


边锋游戏2010 NIANZHIJIN,QUANGUOXINJIANDAXINGLIANCHANGMEI、SHIYOUJIAOZHIQINGXIANGMU 6 TAO,MEIZHIQINGDEZONGGUIMOYUEWEI 80.5 WANBIAOZHUNLIFANGMI/XIAOSHI。MEI/SHIYOUJIAOZHIQINGRENGRANSHIZHONGGUOLIANCHANGZHIQINGDEZHULIUGONGYILUXIAN,GENJUYAHUAZIXUN《ZHONGGUOMEIZHIQINGNIANDUBAOGAO2018》TONGJI,2010 NIANZHIJIN,QUANGUOXINJIANDAXINGLIANCHANGMEI/SHIYOUJIAOZHIQINGXIANGMU 6 TAO,MEIZHIQINGDEZONGGUIMOYUEWEI 80.5 WANBIAOLIMI/XIAOSHI。2017 NIANDIQUANGUONIZAIJIAN 15 GELIANHUAYITIXIANGMUZHONG,YIQUEDINGCAIYONGMEIZHIQINGDEXIANGMUYOU 11 GE,QUEDINGCAIYONGTIANRANQIZHIQINGDEZHIYOU 1 GE。


MEIQIHUASHIMEIZHIQINGSHOUYAOHUANJIE,TONGGUOQIHUAJIANGGUTIMEIZHUANHUAWEIHANYOUCO、QINGQI、JIAWANDENGKERANQITIDEHECHENGQI,ZAIJINYIBUTONGGUOFENLIJISHUDEDAOQINGQI。MUQIANGUANGFANYINGYONGDEMEIQIHUAJISHUYOUGUDINGCHUANGQIHUA、LIUHUACHUANGQIHUAJIQILIUCHUANGQIHUA:


·GUDINGCHUANGQIHUA:GUDINGCHUANGQIHUAJISHUSHIYIZHENGQI、YANGQIWEIQIHUAJI,JIANGGUTIRANLIAOZHUANHUACHENGMEIQIDEGUOCHENG。DAIBIAOXINGQIHUALUZHUYAOSHISUIMEIJIAYAQIHUALU。SUIMEIJIAYAQIHUALUSHIGUONEICAOZUOZUIWENDING、JISHUZUICHENGSHUDEMEIQIHUAJISHUZHIYI,JUYOUMEIZHONGSHIYINGXINGGUANGFAN、HECHENGQIZHONGFUHAN CH4 、FUCHANPINDUO、YANGHAODI、DANLUSHENGCHANNENGLIDI、ZHANDIMIANJIDAJIFEISHUICHULIFEIYONGGAODETEDIAN。


边锋游戏·LIUHUACHUANGQIHUA:LIUHUACHUANGQIHUAZUIZHONGYAOTEDIANSHIQIHUAJIHEGUTIRANLIAOJINRUYIGEGAOWENDEKELILIUHUACHUANG。DAIBIAOXINGQIHUALUWEI U-GAS QIHUALU,JUYOUQIHUAQIANGDUGAO、QIHUAJIYURANLIAOZHIJIANDECHUANRECHUANZHIXIAOLVGAOJICHANPINQITIREZHIGAODETEDIAN。


·QILIUCHUANGQIHUA:QILIUCHUANGQIHUASHIYONGJIXIDEFENMEIWEIYUANLIAO,ZAIQIHUALUNEIXIKELIFENMEIFENSANXUANFUYUGAOSUQILIUZHONG,ANJINLIAOFANGSHIFENWEIGANFAJINLIAO(GANMEIFEN)JISHIFAJINLIAO(SHUIMEIJIANG)LIANGZHONG。GANMEIFENQIHUADAIBIAOXINGQIHUALUWEI Shell、WHG、SE- DONGFANGLU,SHUIMEIJIANGQIHUADAIBIAOXINGQIHUALUWEI GE QIHUALU。QILIUCHUANGQIHUAJUYOUYOUXIAOQICHENGFENGAO、DANLUQIHUANENGLIGAO、QIHUAFANYINGSUDUJIKUAI、FEISHUILIANGSHAO、CHULIJIANDAN、HUANJINGYOUHAODETEDIAN。


CONGYOUXIAOQICHENGFENDEDUIBIKEZHI,GUDINGCHUANGJILIUHUACHUANGQIHUAZHIQINGDEHECHENGQIYOUXIAOZUFENHANLIANGJIAODI,DANLIANGZHEJUNHANYOUJIAWAN,DUIYUYIZHIQUJIAWANWEIMUBIAOCHANPINDEXIANGMUJIAOYOULI。QILIUCHUANGQIHUAJISHUHECHENGQIYOUXIAOCHENGFENJIAOGAO,JUNNENGDADAO 75% YISHANG。QILIUCHUANGJISHUSHIDANGQIANXIANJINDEJIEJINGMEIQIHUAJISHU,YESHIMEIQIHUAJISHUFAZHANDEZHULIUFANGXIANG,ZHONGSHIHUA、GUOJIANENGYUANJITUANDENGGUONEINENGYUANJUTOUDEDAXINGMEIZHIQINGXIANGMUYEZHUYAOCAIYONGZHEIYIJISHULUXIAN。


YIJIANDAXINGLIANCHANGMEIZHIQINGZHUANGZHIZHONG,DUOCAIYONGSHUIMEIJIANGQILIUCHUANGQIHUAJISHU。SHUIMEIJIANGQIHUADEYOUSHIZAIYU:(1)YUANLIAOSHIYINGXINGHAO,SHUIMEIJIANGQIHUAKEYIQIHUAYANMEI、CIYANMEIHEBUFENSHIYOUJIAO;(2)ZHIQINGYALIGAO,YULIANYOUQINGQIXUQIUYALIPIPEIXINGHAO;(3)CHANPINPIPEIXINGHAO,QIHUAHECHENGQIZHONGQINGQIHANLIANGGAO;(4)DANTAILUTOUZIDI,SHEZHIBEILUKEQUEBAOQIHUALIANXUGONGQING。


2.2、传统煤化工是潜在的煤制氢产能,可为改造基础


MEIZHIJIACHUNSHICHUANTONGMEIHUAGONGCHANYEDEZHONGYAOZUCHENGBUFEN。MEIZHIQINGZUOWEIMEIZHIJIACHUNDEQIANZHIHUANJIE,QICHANSHENGDEQINGQIBEIYONGYUJIACHUNHECHENG。DANGQIANCUNZAIJIAODUODEMEIZHIJIACHUNTINGCHANCHANNENG,ZHEIBUFENSHEBEIJUYOUGAIZAOCHENGZHUANMENZHIQINGZHUANGZHIDEQIANNENG。TONGSHINEIMENGGUDENGHEMEICHULIANGFENGFUDEDIQU,KEYICHONGFENFAJUEQICHENGBENYOUSHI。


边锋游戏(1)CHUANTONGMEIHUAGONGJIFENBUQINGKUANG,KEYICHENGWEIGAIZAODEJICHUNEIMENGGUSHIWOGUOHEMEICHULIANG、CHANLIANGZUIFENGFUDIQU。HEMEISHIYIZHONGDIJIEDONGLIMEI,TAREZHIDI、MEIZHIJIAOCHA,BUSHIYIZHANGJULIYUNSHU。MUQIANHEMEIXIAOFEIZHUYAOFANGSHIBAOKUO: 1)YONGZUOKENGKOUDIANCHANGHEGONGYEGUOLURANLIAO,ZHANZONGXIAOFEILIANG 70%; 2)YONGZUOMEIHUAGONGYUANLIAO,SHENGCHANSHENJIAGONGCHANPIN,ZHANZONGXIAOFEILIANG 10%; 3)YONGYUMINYONGSHICHANG,ZHANZONGXIAOFEILIANG 5-10%。


MEIHUAGONGYIHEMEIWEIYUANLIAO,JINGJIJIAZHIXIANGDUIJIAOGAO,DANGUOQUSHOUHEMEIKAIFALIYONGJISHUXIANZHI,MEIHUAGONGBINGWEIFAZHANCHENGZUIDADEHEMEIXIAOFEIXINGYE。YIHEMEIWEIYUANLIAOHERANLIAODEMEIHUAGONGXIANGMUZHUYAOFENBUZAINEIMENGGU、DONGBEISANSHENGJIYUNNAN。QIZHONGNEIMENGGUHEMEILIYONGLVJIAOGAODEQIYEYOUHULUNBEIERJINXINHUAGONG、DATANGHUAFEICHANG、DONGNENGHUAGONG、DATANGKEQIMEIZHIQIDENG;DONGBEIDIQUYOUYUYUNJUJIAOYUAN,JIAOSHAOSHIYONGHEMEIZUOWEIMEIHUAGONGYUANLIAO,RULIAONINGHECHENGANYIBANCAIYONGJIAOLUMEIQIZUOWEIYUANCAILIAO;YUNNANZHUYAOWEIYUNNANMEIHUAGONGJITUANDEHEMEIHECHENGANHEJIACHUNXIANGMU。


边锋游戏MUQIANHEMEIZHUYAOSHENGCHANKUANGJINGJIXIAOFEIQIYEJUNJIZHONGZAIGUOYOUDAXINGQIYEQIXIA,QIZHONGHEMEISHENGCHANKUANGJING 70%YISHANGSHUYUGUOYOUQIYE,ERHEMEIZHUYAOXIAOFEIQIYEYEJIBENWEIGUOYOUWUDAFADIANJITUAN。


·SHENHUAJITUAN:JITUANZAIMENGDONGDIQUHUOQULEFENGFUDEHEMEIZIYUAN,SHENGLIYIHAOLUTIANKUANGSHENBAONENGYUANGONGSI、DAYANGONGSI、BAOQINGGONGSI、SHENHUAGUONENGXILINGUOLEGONGSIHUODEDETANMINGZIYUANCHULIANGCHAOGUO 100 YI,NIANCHANLIANGDA 8000 WANDUNYISHANG。


·GUODIANJITUAN:JITUANXIASHUHEMEIKUANGJINGZHUYAOWEIYUNEIMENGGUXILINGUOLEMENGHECHIFENGSHI,NIANCHANHEMEIJIN 3000 WANDUN,HEMEIMEIZHIDILIU、DIHUI,FARELIANG 2800-4800 DAKA/QIANKE。


·GUODIANTOUJITUAN:JITUANSUOSHUMEIKUANGNIANCHANHEMEI 6000 WANDUN,KUANGJINGSHULIANGSUIRANBUDUO,DANDANKUANGCHANNENGJIAODA。


·HUANENGJITUAN:JITUANXIASHUHEMEIKUANGJINGZHUYAOWEIYUZHABINUOER、YIMINHE、BAORIXILEKUANGQUJIDAYANKUANGQU,NIANCHANLIANG 4500 WANDUNZUOYOU。


边锋游戏(2)MEIHUAGONGGAIZAODEKENENGXING,GAIZAODEJISHULUXIAN


边锋游戏MEIZHIQISHICHUANTONGMEIHUAGONGLINGYUDEJICHUHUANJIE,SHUYUMEIHUAGONGJISHULINGYUDEGUANJIANXINGGONGXINGJISHU。CHANSHENGWUHECHENGQIZHONGQINGQIZHANBIJIAOGAO,LIRUZAIJIAOLUMEIQIZHIJIACHUNGONGYIZHONGQINGQIZHANBIGAODA 60%。


GUOQUGUONEITONGGUOMEIQIHUASHENGCHANDEQINGQIZHUYAOYONGZUOHUAGONGHECHENG(RUHECHENGAN、JIACHUN)YUANLIAOQI,ERHENSHAOZHIJIEYONGMEIWEIYUANLIAOZHIQING。MEIZHIJIACHUNSHEBEITONGGUOYIDINGGAIZAOJIKECHENGWEIZHUANMENZHIQINGSHEBEI:BAOLIUGAITAOZHUANGZHIDEMEIJIANGZHIBEI、QIHUA、HUISHUICHULI,BIANHUAN、DIWENJIACHUN XI,LIUHUISHOU,KONGFEN、KONGYAZHUANGZHIZHONGBUFENZHONGKONGSHI,QUCHUJIACHUNZHUANGZHIHECHENGPINGUANQUDETOUZI,BINGZENGJIABIANYAXIFU(PSA)FENLIHEJINGHUABUFEN。


MEIZHIJIACHUNSHICHUANTONGMEIHUAGONGZUIZHUYAOCHANYE,MUQIANGUONEIJIACHUNSHENGCHANGONGYIZHUYAOYOUMEIZHIJIACHUN、TIANRANQIZHIJIACHUN、JIAOLUMEIQIZHIJIACHUNSANZHONG。SHOUWOGUO“FUMEIPINYOUSHAOQI”ZIYUANXIANZHUANGZHIYUE,MEIZHIJIACHUNCHENGWEIGUONEIJIACHUNSHENGCHANDEZHUYAOFANGSHI,ZAISANZHONGMEIHUAGONGZHIJIACHUNLUXIANZHONG,MEIZHIJIACHUNZHANBI 75.2%。


GENJUGONGYIBUTONG,JIACHUNZHUANGZHIKEFENWEIDANCHUNZHUANGZHIYULIANCHUNZHUANGZHI,HOUZHESHIJIACHUN、HECHENGANLIANCHANGONGYI。CONGGAIZAONANDUJIJINGJIXINGLAIJIANG,DANCHUNZHUANGZHIGENGJIASHIHE,DANCHUNMEIZHIJIACHUNCHANNENG 4011 WANDUN,ZHANBIDA 60%。


JIEZHI 2017 NIANMO,WOGUOJIACHUNZONGCHANNENGHEJIYUE 8167 WANDUN,CHUZHANGQITINGCHEZHUANGZHIYIWAI,ZHANGQIYOUXIAOCHANNENGYUE 7644 WANDUN,TONGQIQUANGUOJINGJIACHUNCHANLIANG 4529 WANDUN,CHANNENGLIYONGLV 59.2%,XINGYECUNZAICHANNENGGUOSHENGDEQINGKUANG。CONGTONGJIDETINGCHAN(LIANXULIANGNIANTINGCHAN)JIACHUNSHENGCHANQIYESHUJULAIKAN,MEIZHIJIACHUNZHANBIDA 44.5%。MEITANZHIQINGWEICHANNENGGUOSHENGDEMEIZHIJIACHUNXIFENXINGYEDAILAILEXINDEXUQIU。


GENJUCESUAN 2018 NIANJINGJIACHUNCHANLIANG 4707 WANDUN,NEIMENGGU、SHANDONG、NINGXIA、SHANXI、HENAN、SHANXI、ZHONGQING、XINJIANG、HAINANJIUSHENGHEJISHENGCHANJIACHUN4001 WANDUN,ZHANQUANGUOZONGCHANLIANGDE 85%。


(3)MEIZHIQINGTOUZICHENGBENJIMEIHUAGONGGAIZAOCHENGBEN


边锋游戏MEIZHIQINGSHIYONGYUDAGUIMOZHIQING,TONGCHANGXIANGMUCHANNENGZAI5 WAN m3/h YISHANG,DANWEICHANNENGTOUZIEYUE 1.5 YI m3/h,QIZHONGGUDINGZICHANZHANXIANGMUZONGTOUZIDE 80%YISHANG。ZHUYAOSHEBEIBAOKUOMEIQIHUA、JINGHUA、KONGFEN、FUZHUZHUANGZHI,TOUZICHANBIFENBIEWEI31%/35%/30%/4%。


·JINGMENYINGDEQITIMEIZHIQINGXIANGMU:ZONGTOUZI 13 YIYUAN,SHEJIGUIMOWEIQINGCHANLIANG 5.3 WAN m3/h,ZUOWEIJINGMENSHIHUA 1000 WANDUNYOUPINZHILIANGSHENGJIGONGCHENGDEPEITAOGONGCHENG,BEILIEWEIHUBEISHENGZHONGDIANXIANGMU。


边锋游戏·MAOMINGSHIHUAXIANGMU:WOGUODANCHANNENGLIZUIDADEMEIZHIQINGXIANGMUMAOMINGSHIHUA20 WAN m3/h,ZONGTOUZI 30 YIYUAN。XIANGMUCAIYONGMEIGUOTONGYONGNENGYUANGONGSISHUIMEIJIANGQIHUAGONGYIJISHUHEDEGUOLUQIGONGSIDIWENJIACHUNXIGONGYIJISHU。


MEIZHIJIACHUNZHUANGZHITONGGUOYIDINGGAIZAOJIKEYONGYUZHUANMENZHIQING——QUCHUJIACHUNZHUANGZHIHECHENGPINGUANQUDETOUZI,BINGZENGJIABIANYAXIFU(PSA)FENLIHEJINGHUABUFEN。YI 25 WANDUNMEIZHIQINGWEILI,XIANGMUZONGTOUZI 23.4 YIYUAN,QIZHONGJINGHUA、KONGFENZHUANGZHISHEBEITOUZIHEJI 12.3 YIYUAN,JIASHANGANZHUANG、JIANZHUGONGCHENGTOUZIJINE,GAIZAOZONGYUSUANYUE 15 YI,SHIXINJIANXIANGMUTOUZIDE 65%。


2.3、改造、新建煤制氢项目可供燃料电池车的敏感性分析


边锋游戏CHUANTONGMEIZHIJIACHUNZHUANGZHIJINGGUOGAIZAOKEYICHENGWEIZHUANMENZHIQINGSHEBEI,TONGSHIBUFENMEITANZIYUANFENGFUDIQUYECUNZAIXINJIANMEIZHIQINGXIANGMUKENENG。WOMENFENBIEYICUNLIANGDANCHUNZHUANGZHIXIANGMUGAIZAOBILI、MEIHUAGONGXIAOFEITISHENGLVWEIBIANLIANG,CESUANBUTONGQINGXINGXIAKEGONGRANLIAODIANCHICHEDESHULIANG。


改造项目


边锋游戏CONGJISHUGAIZAODEJIAODULAIKAN,DANCHUNZHUANGZHIGAIZAONANDUJICHENGBENZUIDI。JIEZHI 2016 NIANMO,QUANGUOMEIZHIJIACHUNDANCHUNZHUANGZHIZONGCHANNENG 4011 WANDUN。WOMENYI 2018 NIANGESHENGJIACHUNCHANLIANGWEIJICHU,JIYUYIXIAJIASHECESUAN:


边锋游戏(1)GESHENGJIACHUNCHANLIANGZHANBIDENGYUDANCHUNZHUANGZHICHANNENGCHANBI;

(2)60 万吨/年煤制甲醇装置配套 60000Nm3/h PSA 制氢装置;

(3)设备利用率 5000 小时/年。(4)每辆燃料电池车每年消耗0.14 吨氢气。


NEIMENGGU、SHANDONG、NINGXIA、SHANXI、HENAN、SHANXIHEJIDANCHUNCHANNENGZHANBIDA74%,GAIZAOHOULILUNSHANGMEINIANKEYITIGONG 148.8 YILIFANGMIQINGQI。


YOUYUSHEBEIGAIZAOBILIJUYOUBUQUEDING,GAIZAOLIDUQUJUEYUCHANYEZHENGCE、YINGLISHUIPING、HUANBAOYAOQIUDENGZHUDUOYINSU,WOMENTONGGUOMINGANXINGFENXILAICESUANBUTONGGAIZAOBILIGEDIKEGONGJIRANLIAODIANCHICHESHULIANG:RUOGAIZAOBILIWEI 10%,QUANGUODANCHUNZHUANGZHIKEGONGJI 124 WANLIANGRANLIAODIANCHICHE;RUOQUANBUWANCHENGGAIZAO,KEGONGJI1242 WANLIANGRANLIAODIANCHICHE。


新建项目


2017 NIANMEIHUAGONGYONGMEI 2.8 YIDUN,ZHANMEITANZONGXUQIU 7.2%。ZHANGQILAIKAN,SUIZHEMEIHUAGONGCHANYEFAZHAN,XIAOFEIZHANBICUNZAITISHENGKONGJIAN。MEIZHIQINGKEYICHENGWEIMEIHUAGONGZENGZHANGDEFANGXIANGZHIYI。JIEZHI 2018 NIANSHANGBANNIAN,QUANGUOZAICHANMEIKUANGZONGCHANNENGYUE 35 YIDUN。SHANXI、NEIMENGGU、SHANXI、HENAN、GUIZHOUHEJICHANNENG 24.9 YIDUN,ZHANQUANGUOZONGCHANNENG 71.5%。FENGFUDEMEITANCHANNENGWEIMEIZHIQINGXINJIANXIANGMUTIGONGLEYUANLIAOBAOZHANG。


WOMENYIMEIHUAGONGXIAOFEITISHENGBILIWEIZIBIANLIANG,TONGGUOMINGANXINGCESUANFENXIGEDIXINJIANMEIZHIQINGXIANGMUKEGONGJIRANLIAODIANCHICHESHULIANG,JIASHETIAOJIANBAOKUO:(1)MEIDUNJIACHUNXIAOHAOYUANLIAOMEI 2 DUN;(2)60 WANDUN/NIANMEIZHIJIACHUNZHUANGZHIPEITAO 60000Nm3/h PSA ZHIQINGZHUANGZHI;(3)SHEBEILIYONGLV 5000 XIAOSHI/NIAN。(4)MEILIANGRANLIAODIANCHICHEMEINIANXIAOHAO 0.14 DUNQINGQI。


边锋游戏RUOMEIHUAGONGXIAOFEIZHANBITISHENG 1 GEBAIFENDIAN,QUANGUOXINJIANMEIZHIQINGXIANGMUKEGONGJI 543 WANLIANGRANLIAODIANCHICHE;RUOZHANBITISHENG2.8 GEBAIFENDIAN,KEGONGJI 1520 WANLIANGRANLIAODIANCHICHE。


2.4、煤制氢的成本测算以及和天然气制氢的比较


CONGGUOJIJINGYANLAIKAN,MEITAN、TIANRANQIJUNKEZUOWEIDAGUIMO、WENDINGDENEIDIZHIQINGLAIYUAN。YUDANGQIANQUANQIUYINGYONGZUIGUANGDETIANRANQIZHIQINGXIANGBI,MEIZHIQINGGENGFUHEWOGUOZIYUANTIAOJIAN,WOMENCONGJINGJIXINGJIAODUDUIERZHEJINXINGLEBIJIAO。


ZHIQINGYUANLIAOLUXIANDEXUANZEQUJUEYUYUANLIAOZIYUANDEKEHUODEXING、JISHUCHENGSHUDUHEYUANLIAOJINGJIHELI。BIJIAOERYAN,TIANRANQIZHIQINGDANWEITOUZIDI,MEIZHIQINGCHANLIANGGAO,JIAGEDILIAN,CHENGBENYOUSHIXIANZHU。ZAITIANRANQIJIAGEJIAOGAOHEZHENGCEGUANKONGDEQINGKUANGXIA,MEIZHIQINGJINGJIXINGHAO。


边锋游戏TIANRANQIZHIQINGZHUYAOLIUCHENGBAOKUOCHANGJIANYAZHENGLIU、CUIHUALIEHUA、CUIHUAZHONGZHENGHEFANGTINGSHENGCHAN。JIAWANSHUIZHENGQIZHONGZHENGJISHUZI 1926 NIANSHOUCIYINGYONGZHIJIN,JINGGUOJIN 80 DUONIANDEGONGYIGAIJIN,SHIMUQIANGONGYESHANGTIANRANQIZHIQINGYINGYONGZUIGUANGDEFANGFA。


煤制氢涉及复杂的工艺过程。煤炭通过气化、一氧化碳耐硫变换、酸性气体脱除、氢气提纯等关键环节,可以得到不同纯度的氢气。一般情况下煤气化需要氧气,因此煤炭制氢还需要与之配套的空分系统。煤制氢的核心是煤气化技术。


边锋游戏TIANRANQIZHIQINGCHENGBENZHUYAOYOUTIANRANQI、RANLIAOQIHEZHIZAOCHENGBENGOUCHENG,QIZHONGTIANRANQIJIAGEZHANBI73%,RANLIAOQIZHANBI 14%、ZHIZAOJICAIWUFEIZHANBI 9%。


MEIZHIQINGCHENGBENZHUYAOYOUMEITAN、YANGQI、RANLIAODONGLINENGHAOHEZHIZAOCHENGBENGOUCHENG,DANYUANLIAOZHANBI JIN 37%YUANXIAOYUTIANRANQIBIZHONG。YIBANMEIZHIQINGQICAIYONGBUFENYANGHUAGONGYI,ANZHAOPEITAOKONGQIFENLIZHUANGZHIYANGQICHENGBENCESUAN,ZHANQINGQISHENGCHANDE 26%。YOUYUMEIZHIQINGQITOURUDA,ZHIZAOJICAIWUFEIYONGYECHENGWEIZHONGYAODECHENGBENYINGXIANGYINSU,ZHANBIDA23%。



边锋游戏YI 9 WAN m3/h DULIZHIQINGZHUANGZHI,DUILIANGZHONGGONGYILUXIANJINXINGBIJIAO,JIASHETIAOJIANRUXIA:


边锋游戏(1)TIANRANQIJIAGE 2018 NIANYANJIANGDIQUGONGYETIANRANQIJUNJIA 3.25 YUAN/LIFANGMI,YICIZUOWEITIANRANQIZHIQINGYUANLIAOJIAGECESUANJICHU;2018 NIANQINHUANGDAODONGLIMEIJUNJIAYUE 600 YUAN/DUN,YICIZUOWEIMEIZHIQINGYUANLIAOJIAGECESUANJICHU。


(2)YANGQIWAIGOUCHENGBEN 0.5 YUAN/LIFANGMI,3.5MPa ZHENGQI 100 YUAN/DUN,1.0MPa ZHENGQI 70 YUAN/LIFANGMI,XINXIANSHUI 4 YUAN/LIFANGMI;DIANFEI 0.56 YUAN/QIANWASHI。


(3)MEIZHIQINGCAIYONGSHUIMEIJIANGJISHU,JIANSHETOUZI 12 YIYUAN,TIANRANQIZHIQINGJIANSHETOUZI 6 YIYUAN。ZHUANGZHI 10 NIANZHEJIUHOUCANZHI 5%;XIULIFEI 3%/NIAN,CAIWUFEIYONGANJIANSHEZIJIN 70% DAIKUAN,NIANLILV 5%。


边锋游戏CONGZHIQINGCHENGBENMINGANXINGTUKEYIKANCHU,TIANRANQILUXIANDEZHIQINGCHENGBENSHOUTIANRANQIJIAGEYINGXIANGJIAODA,TIANRANQIJIAGEMEISHANGZHANG 0.5 YUAN/LIFANGMI,ZHIQINGCHENGBENTISHENGYUE 0.2 YUAN/LIFANGMI。ERMEIZHIQINGLUXIANDEZHIQINGCHENGBENSHOUMEITANJIAGEBIANHUAJIAOXIAO,MEITANJIAGEMEISHANGSHENG 100 YUAN/DUN,ZHIQINGCHENGBENTISHENGYUE 0.06 YUAN/LIFANGMI。CONGYUANLIAOJIAGEDESHANGZHANGQUSHIKAN,MEITANDEJIAGEKANGFENGXIANNENGLIYEYAOYOUYUTIANRANQI。


ZAIMEITANJIAGESHUIPINGYUE 600 YUAN/DUNQINGXINGXIA,RUGUOTIANRANQIZHIQINGYAOSHIXIANYUMEIZHIQINGTONGYANGDESHENGCHANCHENGBEN,TIANRANQIJIAGEBIXUWEICHIZAI 2.5 YUAN/LIFANGMIZUOYOU。MUQIANWOGUODONGBUYANHAIDIQUGONGYETIANRANQIJIAGEZAI 3-3.5 YUAN/LIFANGMI,HUANANDIQUJIAGEZUIGAOYUE4YUAN/LIFANGMI。MEIZHIQINGXIANGBITIANRANQIZHIQINGJUYOUJIAOHAODECHENGBENJINGZHENGLI,ZAIXIBEI、XINANDENGTIANRANQIZIYUANCHONGZUDIQUQIYEKEKAOLVXUANZEYITIANRANQIWEIYUANLIAOZHIQING。


边锋游戏TIANRANQIZHIQINGDETEDIANZAIYULIUCHENGDUAN,TOUZIDI,YUNXINGWENDING。MEIZHIQINGDETEDIANZAIYULIUCHENGZHANG,TOUZIGAO,YUNXINGXIANGDUIFUZA,YINMEITANJIAGEXIANGDUIJIAODI,ZHIQINGCHENGBENDI。DANGZHIQINGGUIMODIYU 5 WAN Nm3 /h SHI,MEIZHIQINGDEQINGQICHENGBENZHONGGUDINGZICHANZHEJIUCHENGBENGAO,YUTIANRANQIZHIQINGXIANGBIMEIYOUYOUSHI。DANGZHIQINGGUIMODAYU 5 WAN Nm3 /h,MEIZHIQINGCHENGBENZHONGGUDINGZICHANZHEJIUCHENGBENJIAODI,QIQINGQICHENGBENJUYOUJINGZHENGNENGLI。ZHIQINGGUIMOYUEDA,MEIZHIQINGLUXIANDECHENGBENYOUSHIYUEMINGXIAN。



3、投资建议


边锋游戏DANGQIANQINGQIYUNSHUPINGJINGSHANGWEIWANQUANTUPO、CHENGBENJIAOGAO,QIEJIAQINGZHANSHULIANGBUZUDAOZHIQINGNENGLIYONGFAZHANZHIHOU。WOMENDUISANDAYUNSHUFANGSHIJINXINGLILUNCESUANHOURENWEI,WEILAIQUANGUOQINGQICHUYUNJICHUSHESHIGOUJIANZHONG,DAGUIMOZHIQINGQIYEYUCHENGSHIMENZHANZHIJIANZHUYAOKEYIGUANDAOYUNSHU;CHENGSHINEIBUHUOQUYUZHIJIANZHONGDUANJULIKEYIJIZHUANGGUANSHU(TUOCHE)YUNSHU,YEQINGCAOGUANCHEZENENGZAI 300 GONGLIYISHANGDEYUANJULIXUQIUZHONGFAHUIYIDINGYOUSHI。ZHIQINGHUANJIESHANGWEILAIYANHAIZHUYAOYIHUAGONGFUCHANZHIQINGMOSHI,NEILUZESHIMEIZHIQINGYUKEZAISHENGNENGYUANZHIQINGBINGCUN。WOGUOMEITANZIYUANYUNENGYUANXIAOFEIDICHENGNIXIANGFENBU,KAOLVCHUQING、YUNQINGCHENGBENJIAOGAO,ZIYUANDICHANQINGQIEJIUJINXIAONASHIKEXINGFANGAN。


WEILAIWOGUOZHIQINGCHANYEJIANGCHENGXIANMEIZHIQING、GONGYEFUCHANZHIQING、KEZAISHENGNENGYUANZHIQINGSANDAJISHULUXIANBINGCUNGEJU。(1)YANHAIDIQU:YANHAIDIQUJIAQINGZHANYUMEITANZIYUANCHENGNIXIANGFENBU。YOUYUSHANGWEIJIANLIWANSHANDEQINGQISHUYUNXITONG,YUNSHUCHENGBENSHIXIANZHIYANHAIDIQUMEIZHIQINGDEZHUYAO YINSU。LVJIAN、PDHHEYIWANLIEJIEDENGHUAGONGFUCHANGONGQINGSHIRANLIAODIANCHICHEQINGYUANDEYOUXIAOTUJING。(2)FEIYANHAIDIQU:DONGBEI、HUABEI、XIBEIDENG“SANBEI”DIQUGUANGFU、FENGNENGDENGFENBUSHIKEZAISHENGZIYUANFENGFU,GUOSHENGDIANLIKEYONGYUDIANJIEZHIQING。YIHEBEIZHANGJIAKOUWEILI,WEILEJIEJUE QIFENGWENTI,DIFANGZHENGFUDALIFAZHANFENGDIANZHIQINGXIANGMU,JIHUAZAI 2020 NIANWANCHENG 21 ZUOJIAQINGZHANJIANSHEXIANGMU。“SANXI”DIQUMEITANZIYUANFENGFU,MEIZHIQINGQIANLIJUDA。YISHANXIWEILI,DATONGSHIYITICHU“QINGNENGZHIDOU”DEJIANSHEMUBIAO,2018 NIANXIONGTAOQINGNENGDATONGCHANYEYUANXIANGMU DEKAIGONG,GAIXIANGMUJIANGJIANCHENGNIANCHANNENG 5 WANTAODERANLIAODIANCHIFADONGJISHENGCHANJIDIYUNIANCHANNENG 5 WANTAODERANLIAODIANCHIDIANDUISHENGCHANJIDI,NIANCHANZHICHAOGUO 200 YIYUAN。


ZHENGTICHANYEDEFAZHANRENGRANSHIYIGEZHANGQIGUOCHENG,DUANQITUIJINYINGYISHIDIANFANGSHI,ERJISHICHANGDETOUZIJIHUIYEDUOYIZHUTIXINGWEIZHU。JIANYIGUANZHUJUYOUMEIQIHUAZIYUANYOUSHI,JIJIBUJUJIAQINGZHAN、RANLIAODIANCHIZHENGCHEZHIZAODEMEIJINNENGYUAN。CIWAIJIANYIGUANZHUZAIZHIQINGLINGYUJIJIBUJUDESHENHUAJITUAN、YANKUANGJITUANDENGDAXINGMEITANQIYE,QISHANGSHIPINGTAIFENBIESHIZHONGGUOSHENHUA、YANZHOUMEIYE。


稿件来源: 光大证券
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