产业数据看板industry data dashboard数据截至 2026 年 Q3As of Q3 2026
绿氢green hydrogenGREEN HYDROGEN
现货均价spot average price28.6元/kgCNY/kg▼ 1.2%
在运行产能Operating Capacity18万吨/年10k t/yr▲ 12.4%
平均开工率average operating rate62%▲ 3.5%
绿电制氢成本green-power hydrogen cost21.4元/kgCNY/kg▼ 4.8%
口径：碱性电解与 PEM 电解加权均价，覆盖西北、华北、华东三大区域，含自备绿电与网电两种模式。Scope: weighted average price of alkaline and PEM electrolysis, covering Northwest, North and East China; includes both captive green power and grid power modes.
绿色甲醇Green MethanolGREEN METHANOL
出厂均价Average Ex-works Price3,810元/吨CNY/t▼ 1.8%
在运行产能Operating Capacity486万吨/年10k t/yr▲ 18.6%
在建产能Capacity Under Construction620万吨/年10k t/yr▲ 27.3%
长协签约量long-term contract volume212万吨/年10k t/yr▲ 9.7%
口径：生物质气化耦合绿氢合成路线为主，含已投产与试生产企业，区分长协价与现货价。Scope: mainly biomass gasification coupled with green hydrogen synthesis, including commissioned and trial producers; distinguishes long-term contract and spot prices.
绿氨Green AmmoniaGREEN AMMONIA
出厂均价Average Ex-works Price4,260元/吨CNY/t▲ 0.6%
在运行产能Operating Capacity312万吨/年10k t/yr▲ 24.3%
在建产能Capacity Under Construction368万吨/年10k t/yr▲ 31.2%
燃料级占比fuel-grade share46%▲ 6.2%
口径：绿氢合成氨路线，区分化肥级与燃料级两个品级，价格含运费调整。Scope: green hydrogen-to-ammonia route, distinguishing fertilizer-grade and fuel-grade products; prices include freight adjustment.
SAF 可持续航空燃料SAF sustainable aviation fuelSAF
出厂均价Average Ex-works Price12,400元/吨CNY/t▲ 2.1%
在运行产能Operating Capacity68万吨/年10k t/yr▲ 41.2%
认证产能certification capacity54万吨/年10k t/yr▲ 33.6%
掺混交付量blending delivery volume24万吨10k tons▲ 18.9%
口径：HEFA 路线为主，含已通过 CORSIA / ISCC 认证产能，价格为出厂含税均价。Scope: mainly HEFA route, including capacity certified under CORSIA / ISCC; prices are tax-inclusive ex-works averages.
生物燃料biofuelBIOFUEL
生物柴油均价biodiesel average price8,150元/吨CNY/t▲ 0.9%
在运行产能Operating Capacity260万吨/年10k t/yr▲ 8.4%
出口占比export share46%▲ 2.7%
原料到厂价feedstock delivered price5,620元/吨CNY/t▼ 3.1%
口径：含生物柴油、生物乙醇及纤维素路线，以出口导向型产能为主，价格为离岸均价。Scope: includes biodiesel, bioethanol and cellulosic routes, mainly export-oriented capacity; prices are FOB averages.
绿色合成燃料green synthesis fuelE-FUEL
电制燃料均价e-fuel average price9,700元/吨CNY/t▼ 0.4%
示范产能demonstration capacity15万吨/年10k t/yr▲ 66.7%
在建产能Capacity Under Construction92万吨/年10k t/yr▲ 48.2%
单位碳减排unit carbon abatement82%▲ 1.6%
口径：Power-to-Liquid 路线，含费托合成与甲醇制汽油两条工艺，含试点示范装置。Scope: Power-to-Liquid route, covering Fischer-Tropsch synthesis and methanol-to-gasoline processes, including pilot and demonstration units.
口径：价格按出厂价 / 港口价 / 到岸价/实时Scope: prices marked as ex-factory / port / CIF · daily data updates on import
全球格局与贸易流向Global Landscape and Trade Flows数据来源：平台产业数据中心Source: Platform Industry Data Center
口径：贸易以海关口径为基础 · 来源：主管部门公开统计 / 行业协会与机构 / 企业报送（经核验）Scope: trade on customs basis · Sources: official statistics / industry associations / verified company reporting
六大品类最新现货均价Latest spot price per product ｜ updates on import
免责声明：数据仅供参考，不构成投资与交易建议 · 明细与导出仅限授权用户 · 不得转载转售Disclaimer: for reference only, not investment or trading advice · details & exports for authorized users only · no resale
全球绿色燃料产能区域分布（%）global green fuel capacity regional distribution （%）
欧洲 32%Europe 32%中国 28%China 28%北美 15%North America 15%中东 13%Middle East 13%其他地区 12%Other regions 12%
20252026E单位：万吨Unit: 10k tons
| 品类categories | 产能capacity | 价格price | 价格环比 |
|---|---|---|---|
| 绿氢green hydrogen | 28.6 | 18 | ▲ 12.4% |
| 绿色甲醇Green Methanol | 3,810 | 486 | ▲ 18.6% |
| 绿氨Green Ammonia | 4,260 | 312 | ▲ 24.3% |
| SAF 可持续航空燃料SAF sustainable aviation fuel | 12,400 | 68 | ▲ 41.2% |
| 生物燃料biofuel | 8,150 | 260 | ▲ 8.4% |
| 绿色合成燃料green synthesis fuel | 9,700 | 15 | ▲ 66.7% |
国际指数榜单International Index Board
- 1鹿特丹绿色甲醇价格指数Rotterdam Green Methanol Price Index1,358点pts▲ 2.4%
- 2全球绿氢产能指数Global H2 Capacity Index1,506点pts▲ 7.2%
- 3全球绿氨产量指数Global NH3 Output Index1,042点pts▲ 1.9%
- 4欧盟绿色燃料溢价指数EU Green Fuel Premium Index1,237点pts▲ 3.6%
- 5跨境贸易活跃度指数Cross-border Trade Activity Index1,389点pts▲ 5.1%
- 6区域活跃度 · 西北欧Region Activity · NW Europe1,571点pts▲ 4.7%
环比上月 ｜ 单位随指标标注（点 / 元每吨 / %）｜ 更新 2026-09-30
国际数据服务Intl Data ServiceDATA SERVICE · INTL
国内指数榜单China Index Board
- 1绿色甲醇价格指数Green Methanol Price Index1,286点pts▲ 3.2%
- 2绿氢产能指数Green Hydrogen Capacity Index1,412点pts▲ 5.6%
- 3绿氨产量指数Green Ammonia Output Index986点pts▼ 1.4%
- 4绿色燃料溢价指数Green Fuel Premium Index1,164点pts▲ 2.8%
- 5贸易活跃度指数Trade Activity Index1,308点pts▲ 4.1%
- 6区域活跃度 · 华东Region Activity · East China1,452点pts▲ 6.3%
环比上月 ｜ 单位随指标标注（点 / 元每吨 / %）｜ 更新 2026-09-30
国际指数榜单International Index Board
- 1鹿特丹绿色甲醇价格指数Rotterdam Green Methanol Price Index1,358点pts▲ 2.4%
- 2全球绿氢产能指数Global H2 Capacity Index1,506点pts▲ 7.2%
- 3全球绿氨产量指数Global NH3 Output Index1,042点pts▲ 1.9%
- 4欧盟绿色燃料溢价指数EU Green Fuel Premium Index1,237点pts▲ 3.6%
- 5跨境贸易活跃度指数Cross-border Trade Activity Index1,389点pts▲ 5.1%
- 6区域活跃度 · 西北欧Region Activity · NW Europe1,571点pts▲ 4.7%
环比上月 ｜ 单位随指标标注（点 / 元每吨 / %）｜ 更新 2026-09-30