Group 1 - The core viewpoint of the news is that Beijing Haineng Technology Co., Ltd. (海新能科) has seen a stock price increase of 5.23%, reaching 3.82 CNY per share, with a total market capitalization of 8.976 billion CNY [1] - The company was established on June 3, 1997, and listed on April 27, 2010, focusing on the research, production, and sales of environmental new materials and chemical products, as well as services related to fossil energy, ecological agriculture, green energy, and oil and gas facilities [1] - The main revenue composition of the company includes 50.98% from environmental materials and chemical products, 48.51% from hydrocarbon-based biodiesel, and 0.51% from other sources [1] Group 2 - From the perspective of fund holdings, one fund under Jiao Yin Schroder has a significant position in Haineng Technology, with the Jiao Yin CSI Environmental Governance Index (LOF) A (164908) holding 932,300 shares, representing 2.12% of the fund's net value [2] - The fund has generated a floating profit of approximately 177,100 CNY today [2] - The Jiao Yin CSI Environmental Governance Index (LOF) A was established on July 19, 2016, with a current scale of 131 million CNY, achieving a year-to-date return of 19.41% and a one-year return of 31.93% [2]

Core Viewpoint - Company has made significant progress in the bio-jet fuel (SAF) sector, obtaining export qualifications and enhancing its international competitiveness, which is expected to positively impact its business development [1][3][5]. Group 1: Export Qualification and Production Capacity - The company’s subsidiary, Shandong Sanju Bioenergy Co., has received approval for bio-jet fuel export with a certified capacity of 158,000 tons, which will help expand its overseas market presence [1][2]. - The company has established a stable operation for its 200,000 tons/year biodiesel isomerization project, producing approximately 160,000 tons of bio-jet fuel annually, with a full production schedule for Q4 [2][5]. Group 2: Market Trends and Future Demand - The SAF market is expected to grow significantly, with China's SAF demand projected to reach about 3 million tons by 2030, and global demand expected to rise to 18 million tons by 2030 and 350 million tons by 2050 [5][6]. - The company is well-positioned in the SAF market due to its early compliance with regulatory requirements and its status as one of the few companies on the bio-jet fuel export "white list" [3][4]. Group 3: Financial Performance and Cost Management - The company has improved its operational management and reduced processing costs, enhancing its cost competitiveness for export products [6][7]. - Recent trends indicate a rise in SAF prices due to mandatory blending policies and increasing raw material costs, suggesting a favorable market environment for the company [7][9]. Group 4: Corporate Structure and Strategic Support - The company has undergone a change in its indirect controlling shareholder, which is expected to optimize management efficiency and enhance support for its operations [10][12]. - The new shareholder structure aims to facilitate the sustainable development of the company and strengthen its position in the bio-energy sector [10][12].

Group 1 - The core point of the article is the acquisition of 100% equity of Beijing Haixin Zhikang Technology Development Co., Ltd. by Beijing Guangyu Fangyuan Trading Co., Ltd. for a transfer price of 1 RMB [1] - The acquisition will allow Guangyu Fangyuan to indirectly acquire 31.48% of Haixin Energy Technology Co., Ltd. shares, totaling 739,626,062 shares [1] - After the acquisition, Guangyu Fangyuan and its concerted party, Haikou State-owned Assets Investment and Operation Co., Ltd., will hold a combined 37.22% stake in Haixin Energy Technology Co., Ltd. [1] Group 2 - The equity transfer occurs between different entities under the same actual controller, the Haidian District State-owned Assets Supervision and Administration Commission [1] - The actual controller of Haixin Energy Technology Co., Ltd. remains unchanged post-transaction, continuing to be the Haidian District State-owned Assets Supervision and Administration Commission [1]

Core Viewpoint - The company, Beijing Haineng New Energy Technology Co., Ltd., is experiencing fluctuations in its stock performance and financial metrics, indicating potential investment opportunities and challenges in the renewable energy sector. Group 1: Stock Performance - On October 16, Haineng New Energy's stock fell by 2.40%, with a trading volume of 116 million yuan [1] - The financing buy-in amount for the day was 10.16 million yuan, while the financing repayment was 9.48 million yuan, resulting in a net financing buy of 685,300 yuan [1] - As of October 16, the total margin balance was 403 million yuan, accounting for 4.68% of the circulating market value, which is below the 30% percentile level over the past year, indicating a low financing balance [1] Group 2: Shareholder and Financial Metrics - As of September 30, the number of shareholders decreased by 1.12% to 43,600, while the average circulating shares per person increased by 1.13% to 53,422 shares [2] - For the first half of 2025, the company reported a revenue of 983 million yuan, a year-on-year decrease of 21.57%, and a net profit attributable to shareholders of -35.38 million yuan, reflecting an increase of 89.15% year-on-year [2] Group 3: Dividends and Institutional Holdings - Since its A-share listing, Haineng New Energy has distributed a total of 863 million yuan in dividends, with no dividends paid in the last three years [3] - As of June 30, 2025, Hong Kong Central Clearing Limited was the seventh-largest circulating shareholder, holding 14.77 million shares, an increase of 4.83 million shares compared to the previous period [3]

Core Viewpoint - The equity change involves the transfer of 100% equity of Beijing Haixin Zhikong Technology Development Co., Ltd. from Beijing Haidian State-owned Assets Investment Group Co., Ltd. to Beijing Guangyu Fangyuan Trading Co., Ltd., without altering the ultimate controlling entity of the company [1] Group 1 - The controlling shareholder of the company is Beijing Haixin Zhikong Technology Development Co., Ltd. [1] - The indirect controlling shareholder was previously Beijing Haidian State-owned Assets Investment Group Co., Ltd. [1] - The transfer of equity does not change the number of shares held by the controlling shareholder, and the actual controller remains the Haidian District State-owned Assets Supervision and Administration Commission [1]

Core Viewpoint - The indirect controlling shareholder of Haineng Technology (300072.SZ) has changed from Haiguotou Group to Guangyufangyuan through the transfer of 100% equity of Haineng Zhiyuan, which does not affect the company's controlling shareholder or actual controller [1] Group 1 - The equity transfer involves Haiguotou Group transferring its 100% stake in Haineng Zhiyuan to Guangyufangyuan [1] - The controlling shareholder remains Haineng Zhiyuan, and the actual controller continues to be the Haidian District State-owned Assets Supervision and Administration Commission [1] - This change in indirect controlling shareholder is classified as an indirect change, exempting it from mandatory tender offer requirements [1]

Core Viewpoint - The indirect controlling shareholder of the company has changed from Haiguo Investment Group to Guangyu Fangyuan, with Haiguo Investment Group transferring its 100% stake in Hainengzhi to Guangyu Fangyuan through a private agreement [1] Summary by Relevant Sections - **Shareholder Change** - Haiguo Investment Group has transferred its 100% stake in Hainengzhi to Guangyu Fangyuan [1] - Hainengzhi holds 740 million shares of the company, accounting for 31.48% of the total share capital [1] - **Control Structure** - The actual controller of the company remains the Haidian District State-owned Assets Supervision and Administration Commission [1]

海新能科公告，广域方圆及其一致行动人海国投经营通过非公开协议转让方式受让海国投集团持有的海 新致100%股权，从而通过海新致间接持有上市公司7.4亿股股份，持股比例为31.48%。加上一致行动人 海国投经营原已持有的1.35亿股股份（持股比例5.74%），收购人及其一致行动人合计持有上市公司 8.75亿股股份，合计持股比例为37.22%。本次收购符合《上市公司收购管理办法》中可以免于发出要约 的情形。 ...

北京海新能源科技股份有限公司 收购报告书摘要 上市公司名称：北京海新能源科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：海新能科 股票代码：300072 收购人：北京市广域方圆商贸有限责任公司 二、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行证券的 公司信息披露内容与格式准则第16 号——上市公司收购报告书》的规定，本报告书摘 要已全面披露收购人及其一致行动人在海新能科拥有权益的股份。截至本报告书摘要签 署之日，除本报告书摘要披露的持股信息外，收购人及其一致行动人没有通过任何其他 方式在海新能科拥有权益。 三、收购人及其一致行动人签署本报告书摘要已获得必要的授权和批准，其履行亦 不违反收购人及其一致行动人章程或内部规则中的任何条款，或与之相冲突。 四、收购人及其一致行动人因本次收购导致合计持有的上市公司股份超过上市公司 总股本的30%，触发要约收购义务。根据《上市公司收购管理办法》第六十二条第一款 第（一）项规定，"收购人与出让人能够证明本次股份转让是在同一实际控制人控制的 不同主体之间进行，未导致上市公司的实际控制人发生变化"，收购人可以免于以要约 方式增持股份。本次收购符合上述 ...

北京达辉律师事务所 关于 北京市广域方圆商贸有限责任公司及其一致行动人免于 以要约方式收购 北京海新能源科技股份有限公司股份 之 法律意见书 签署日期：二〇二五年十月 北京达辉律师事务所 关于北京市广域方圆商贸有限责任公司及其一致行动人免于以要约方式收购 北京海新能源科技股份有限公司股份之法律意见书 致：北京市广域方圆商贸有限责任公司 北京达辉律师事务所（以下简称"本所"）接受北京市广域方圆商贸有限责任公 司（以下简称"广域方圆"、"收购人"）委托，就广域方圆通过受让北京市海淀区 国有资产投资集团有限公司（以下简称"海国投集团"）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"）100%股权成为北京海新能源科技股份有限公司 （以下简称"上市公司"）的间接控股股东（以下简称"本次交易"、"本次收购"） 涉及的广域方圆及其一致行动人北京市海淀区国有资产投资经营有限公司（以下简称 "一致行动人"、"海国投经营"）免于以要约方式收购上市公司股份事宜出具本法 律意见书（以下简称"本法律意见书"）。 本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华 人民共和国证券法》、《上市公司收购管理办 ...