| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603822 | 嘉澳环保 | 83.66 | 2.54% | 6.53万 | 5.29 Z | | 688196 | 卓越新能 | 52.50 | 1.70% | 1.42万 | 7368.79万 | | 000159 | 国际实业 | 5.79 | 1.58% | 26.30万 | 1.52亿 | | 300664 | 鹏鹞环保 | 5.69 | 1.25% | 19.03万 | 1.08亿 | | 000803 | 山高坏能 | 6.95 | -0.29% | 13.92万 | 9611.90万 | | 000930 | 中粮科技 | 5.88 | -0.51% | 20.84万 | 1.23亿 | | 603334 | 丰倍生物 | 43.44 | -0.73% | 2.73万 | 1.18亿 | | 300072 | 海新能科 | 4.57 | -3.59% | 109.34万 | 4.96亿 | 证券之星消息，11月24日生物柴油板块较 ...

Investment Rating - The report maintains a positive outlook on the power and gas sectors, recommending various companies within these industries based on their performance and market conditions [2]. Core Insights - The report highlights a significant increase in electricity consumption in October, with a year-on-year growth of 10.4%, driven primarily by the tertiary sector and residential usage [5][10]. - Natural gas prices exhibit mixed trends globally, with U.S. prices rising while European prices are stabilizing [22][30]. - The report provides specific investment recommendations across various segments, including hydropower, green energy, nuclear power, thermal power, and gas [20][21]. Summary by Sections 1. Electricity Sector - In October, total electricity consumption reached 857.2 billion kWh, marking a 10.4% increase year-on-year. The first, second, and third industries, along with residential consumption, saw growth rates of 13.2%, 6.2%, 17.1%, and 23.9%, respectively [12][10]. - The tertiary sector's electricity consumption grew the fastest, particularly in internet data services related to big data and AI, which surged by 46% [11]. - The report notes that the second industry contributes over 60% of total electricity consumption, with high-tech and equipment manufacturing showing significant growth [11][12]. 2. Gas Sector - As of November 21, U.S. Henry Hub spot prices were $4.13/mmBtu, reflecting an 18.33% weekly increase, while European gas prices showed slight declines [22][30]. - The report indicates that U.S. natural gas supply remains robust, with a notable increase in LNG demand, contributing to rising prices [24][25]. - Recommendations include focusing on integrated gas companies and those benefiting from cost reductions and increased sales, such as Kunlun Energy and New Hope Energy [44]. 3. Weekly Market Review - The report notes that the public utility, gas, and power equipment sectors underperformed compared to the Shanghai and Shenzhen 300 index during the week of November 17 to November 21 [47]. 4. Company and Industry Dynamics - The report discusses the commissioning of China's highest-altitude wind power project in Tibet, which is expected to provide significant clean energy and economic benefits to the local community [50][53]. - It also highlights various local government initiatives aimed at promoting green electricity and renewable energy projects, including direct connections for green electricity [54][55].

北京海新能源科技股份有限公司 证券代码：300072 证券简称：海新能科 公告编号：2025-051 北京海新能源科技股份有限公司 关于公司涉及重大诉讼的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 重要内容提示： 1、案件所处的诉讼阶段：法院已立案受理，尚未正式开庭审理。 2、上市公司所处的当事人地位：被告。 3、涉案的金额：1,013,533,296元。 4、对上市公司损益产生的影响：原告诉讼请求为判令被告1（北京润丰财富 投资中心（有限合伙））赔偿因未建项目产生的占地安置等损失，若被告1及被 告2（北京海新能源科技股份有限公司，以下简称"公司"或"被告2"）否认该 项诉求，则判令公司承担上述债务，被告1加入上述债务，与被告2（公司）承担 连带责任。公司收到法院相关材料后已聘请律师团队对原告诉讼请求进行分析、 论证，律师团队根据现有材料评估，认为公司承担上述损失的概率较小。因本案 尚未正式开庭，暂时无法预计本案对公司本期及期后利润的影响。公司将根据诉 讼进展情况及时履行信息披露义务，敬请广大投资者理性投资，注意投资风险。 一、本次诉讼受理的基本情况 ...

开源证券近日发布基础化工行业点评报告：据隆众资讯数据，截至11月19日，中国一代、二代生物柴油 FOB价格分别为1,165、1,900美元/吨，分别较2025年年初+11%、+24%。2025年以来，受终端需求增长 带动，生物柴油价格稳步增长。 RED III法案取消UCO双倍降碳政策，生柴需求有望增加 2026年欧盟将逐步执行RED III法案，其较RED II提高了2030年降碳目标，将可再生能源消费占比目标 从32%提高到至少42.5%；交通领域可再生能源占比目标从14%提高至29%；取消对UCO为原料生产生 物柴油双倍降碳的政策。换言之，2026年开始欧盟提高碳排放目标，对生物柴油，尤其是二代生物柴油 需求增加。同时取消UCO双倍降碳政策，生物柴油以及UCO的需求量将接近翻倍的增长。据USDA数据 及我们测算，2025年预计欧盟以UCO为原料生产的生物柴油需求量为374万吨，RED III法案落地后需求 量或将至少再增加400万吨。 受益标的：卓越新能、海新能科、嘉澳环保、山高环能等。 风险提示：政策推进不及预期、原材料价格大幅上涨、技术进步不及预期等。（开源证券 金益腾,宋梓 荣,李思佳） 以下为研 ...

Core Viewpoint - The report from Kaiyuan Securities highlights the increasing demand for biodiesel in China and globally, driven by terminal demand growth and regulatory changes, particularly the implementation of the RED III directive in the EU starting in 2026 [1][4]. Domestic Market Developments - The first domestic B5 biodiesel injection for internal trade was completed on November 20, marking a significant step in the use of biodiesel in domestic shipping [2][3]. - The Ministry of Commerce's recent policy supports the blending of domestic biodiesel with marine fuel oil, which is expected to enhance the domestic biodiesel market [2]. International Market Trends - The "IMO net-zero framework" is anticipated to increase the demand for biodiesel, with projections indicating that Singapore's marine fuel injection could require millions of tons of biodiesel by 2030 [3]. - China's bonded marine fuel injection is expected to reach 1,988 million tons in 2024, with a potential increase of nearly 400 million tons in biodiesel demand if 20% biodiesel is blended [3]. Regulatory Changes in the EU - The RED III directive will raise the renewable energy consumption target in the EU from 32% to at least 42.5% by 2030, significantly increasing the demand for biodiesel, especially second-generation biodiesel [4]. - The removal of the double carbon reduction policy for used cooking oil (UCO) is expected to nearly double the demand for biodiesel and UCO in the EU [4]. Beneficiary Companies - Companies likely to benefit from these trends include Zhuoyue New Energy (688196.SH), Haineng Technology (300072.SZ), Jiaao Environmental Protection (603822.SZ), and Shanggou Environmental Energy (000803.SZ) [5].

Group 1 - The report highlights a significant increase in SAF (Sustainable Aviation Fuel) prices, with EU and China prices reaching $2,500 and $2,960 per ton respectively, marking increases of 39% and 60% since the beginning of 2025 [1][2] - The profit margin for SAF in China is calculated to exceed 4,000 yuan per ton, indicating strong profitability in the sector [1] - The tightening supply of SAF is driven by the upcoming EU and UK verification of a 2% SAF blending ratio, alongside maintenance shutdowns at major production facilities like NESTE [2] Group 2 - The implementation of the RED III legislation in the EU starting in 2026 will raise carbon reduction targets and eliminate the double carbon credit policy for biodiesel produced from used cooking oil (UCO), leading to increased demand for biodiesel and UCO [3] - The projected demand for biodiesel produced from UCO in the EU is expected to rise significantly, with estimates suggesting an increase from 3.74 million tons in 2025 to an additional 4 million tons in 2026 [3] - The maritime sector is also expected to see increased demand for biodiesel, with new regulations requiring a shift towards electric or 100% biofuel-powered vessels by 2030 [3]

Core Insights - The overall performance of companies in the environmental protection industry is strong, with significant profit growth and cash flow improvement observed in waste incineration and biofuel sectors [1] Waste Incineration Companies - Major waste incineration companies reported significant growth in net profit for Q3, with notable increases from Junxin Co. (+47.6%), Huanlan Environment (+28.1%), Yongxing Co. (+25.6%), and others [2] - Key factors for profit growth include project commissioning, asset acquisitions, improved capacity utilization, and expansion into heating services, contributing an additional profit of approximately 80 yuan per ton of waste [2] - Cash flow from operating activities for waste incineration companies improved due to increased capacity and government subsidy repayments, with Green Power's Q3 subsidy repayments being particularly favorable [2] Water Companies - Profitability among water companies showed significant variation in Q3, with notable declines in net profit for Chuangye Environmental (-10.4%) and Shou Chuang Environmental (-78.4%), while others like Hongcheng Environment (+2.1%) and Chongqing Water (+2.7%) experienced growth [3] - The sharp decline in Shou Chuang Environmental's profit was primarily due to a one-time investment gain from the sale of a Singapore company in the previous year [3] Biofuel Companies - Biofuel companies experienced substantial profit growth in Q3, driven by rising export prices and sales volume, with UCO export prices increasing by $150-$200 per ton compared to the previous year [4] - Companies like Shangaohuan Energy and Langkun Technology reported significant profit increases, with Shangaohuan achieving a net profit of 0.1 billion yuan in Q3, up from a loss of 0.2 billion yuan in the same period last year [4] - The SAF segment also saw profitability improvements, with Jiaao Environmental turning a profit of 0.5 billion yuan in Q3, attributed to increased sales volume and prices [5] Investment Recommendations - The report suggests focusing on waste incineration companies with high dividends and growth potential, such as Guangda Environment, Huanlan Environment, Yongxing Co., and Junxin Co. [6] - Biofuel companies benefiting from overseas carbon reduction policies, including Shangaohuan Energy, Jiaao Environmental, and others, are also recommended for investment [7] - High dividend assets in the water sector, such as Beikong Water Group and Yuehai Investment, are highlighted as potential investment opportunities [7]

北京海新能源科技股份有限公司 证券代码：300072 证券简称：海新能科 公告编号：2025-050 北京海新能源科技股份有限公司 关于收到《经营者集中反垄断审查不实施进一步审查决定书》 暨公司间接控股股东权益变动的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 一、权益变动情况概述 北京海新能源科技股份有限公司（以下简称"公司"）间接控股股东北京市 海淀区国有资产投资集团有限公司（以下简称"海国投集团"）将其持有的北京海 新致低碳科技发展有限公司（以下简称"海新致"，公司控股股东）100%股权以 非公开协议方式转让给北京市广域方圆商贸有限责任公司（以下简称"广域方 圆"），双方已签署《关于北京海新致低碳科技发展有限公司的股权转让协议》， 本次股权转让尚未办理工商变更。 本次权益变动完成后，公司的间接控股股东将由海国投集团变更为广域方圆， 公司控股股东及实际控制人不变，公司控股股东仍为海新致，公司实际控制人仍 为北京市海淀区人民政府国有资产监督管理委员会。 上述具体内容详见公司2025年10月16日披露于中国证监会创业板指定信息 披露网站的《关于间接 ...

Core Viewpoint - The company, Haineng Technology (海新能科), has successfully completed the shipment of its bio-aviation fuel to overseas markets, marking a significant milestone in its production and export capabilities [1]. Group 1 - The bio-aviation fuel produced by the company has recently been loaded at Rizhao Port (日照港) [1]. - The shipment signifies the company's entry into international markets for its bio-aviation fuel products [1].

证券日报网讯 海新能科（300072）11月17日在互动平台回答投资者提问时表示，截至2025年11月10日 公司股东人数为73970户。 ...