北京海新能源科技股份有限公司 收购报告书 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 住所：北京市海淀区西北旺付家窑丁2 号宅佳丁香酒店3 层307、308 通讯地址：北京市海淀区西四环北路9 号鑫泰大厦五层 一致行动人：北京市海淀区国有资产投资经营有限公司 住所：北京市海淀区西四环北路9 号鑫泰大厦三层 通讯地址：北京市海淀区西四环北路9 号鑫泰大厦三层 签署日期：二〇二五年十月 1 声明 本部分所述词语或简称与本报告书"释义"所述词语或简称具有相同含义。 一、本报告书系收购人及其一致行动人依据《中华人民共和国公司法》《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》等相关法律法规编制。 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。截至本报告书签署之日， 除 ...

北京达辉律师事务所 关于《北京海新能源科技股份有限公司收购报告书》 的法律意见书 释 义 关于《北京海新能源科技股份有限公司收购报告书》 的法律意见书 敬启者： 北京达辉律师事务所就广域方圆及其一致行动人就本次收购而编制的《北京海新能 源科技股份有限公司收购报告书》涉及的相关内容，出具本法律意见书。 本法律意见书根据《公司法》、《证券法》、《收购办法》、《第 16 号准则》等法律法 规及规范性文件之规定，按照律师行业公认的业务标准、道德规范和勤勉尽责精神出具。 为出具本法律意见书之目的，本所审阅了本次收购的有关文件，并对收购人及其一 致行动人的主体资格、本次收购相关行为及程序等事项进行了核查。相关方在获得和使 用本法律意见书应当附带如下承诺，无论是否明示：本次收购的相关方已向本所提供了 全部相关的原始书面材料、副本材料或口头证言，该等资料均属真实、准确和完整，有 关复印件与原件一致、副本与正本一致。 除非本法律意见书中另有所说明，下列词语之特定含义如下： | 上市公司、公司、海新能科 | 指 | 北京海新能源科技股份有限公司 | | --- | --- | --- | | 收购人、广域方圆 | 指 | 北京市 ...

每经AI快讯，海新能科（SZ 300072，收盘价：3.66元）发布公告称，2025年10月16日，海新能科接受 鹏华基金等投资者调研，公司董事、董事会秘书张蕊等人参与接待，并回答了投资者提出的问题。 2024年1至12月份，海新能科的营业收入构成为：新型能源占比51.86%，化工占比47.61%，其他业务占 比0.53%。 截至发稿，海新能科市值为86亿元。 每经头条（nbdtoutiao）——"短板"正在被一块块补上！直击湾芯展："中国芯"是怎么炼成的 （记者 张明双） ...

Group 1: Company Overview and Achievements - Beijing Haineng Energy Technology Co., Ltd. is a publicly listed company controlled by the State-owned Assets Supervision and Administration Commission of Haidian District, Beijing [6] - Established in 1997 and listed in 2010 with stock code 300072 [7] - One of the first domestic enterprises to research, produce, and sell hydrocarbon-based biodiesel [8] - Focuses on innovation-driven development, forming a business model centered on bioenergy, catalytic purification (environmental materials), and specialty chemicals [9] Group 2: Core Business Areas - Main business areas include bioenergy and environmentally friendly materials [12] - Bioenergy is the primary focus, encompassing technology R&D, product production, raw material procurement, and sales [13] - Hydrocarbon-based biodiesel has high calorific value, low oxygen content, high cetane number, and extremely low levels of aromatics and sulfur, achieving a sulfur content of less than 1 ppm [14][16] - Production capacity includes approximately 300,000 tons of high-congealing biodiesel and 200,000 tons of low-congealing biodiesel [18] Group 3: Industry Trends and Market Potential - Global hydrocarbon-based biodiesel consumption has grown at an average annual rate of 26.9% from 2014 to 2023, with a projected growth rate of 16.38% from 2024 to 2028 [37] - The EU is the largest biodiesel production region, implementing policies to promote healthy industry development [40] - China's biodiesel industry is supported by continuous government encouragement and policy releases, indicating a growing market demand [41] Group 4: Sustainable Aviation Fuel (SAF) Development - SAF is produced from biomass and has similar combustion properties to traditional fossil jet fuel, with a lifecycle CO2 reduction of 50% to 90% compared to conventional jet fuel [33] - By 2025, global SAF consumption is expected to reach 6.4 million tons, increasing to 36 million tons by 2050 [45] - China is expected to reach a SAF demand of approximately 3 million tons by 2030, aligning with international aviation industry targets [48] Group 5: Policy Support and Future Outlook - The Chinese government has issued various policies to support the development of SAF, indicating a positive attitude towards the industry's growth [57] - The EU has implemented mandatory SAF blending policies, with plans to increase the blending ratio significantly by 2050 [51] - The market demand for SAF is expected to rise steadily, maintaining a high level of industry prosperity in the coming quarters [65]

Group 1: Company Overview and Recent Developments - Beijing Haineng Technology Co., Ltd. has obtained approval for 158,000 tons of bio-jet fuel export capacity, enhancing its international competitiveness and market expansion [2][3] - The company’s 200,000 tons/year bio-diesel isomerization project is operational, producing approximately 160,000 tons of bio-jet fuel annually [3][8] Group 2: Financial Performance - In the first half of 2025, the company reduced its losses by 89.15% year-on-year, with a positive trend continuing into the third quarter [4] - The company has successfully diversified its customer base and increased sales in non-EU markets, leading to significant growth in this segment [4] Group 3: Production and Cost Management - The company has improved key operational parameters of its Shandong Sanju project, achieving better performance than design specifications and reducing processing costs [4] - Through refined management and strategic supplier partnerships, the company has lowered sales, management, and financial expenses year-on-year [4] Group 4: Market Trends and Pricing - Recent prices for Sustainable Aviation Fuel (SAF) have risen to approximately $2,700 per ton due to increased demand and regulatory support from the EU [5][6] - The EU has implemented subsidy programs to encourage SAF procurement, which is expected to sustain high industry demand [6] Group 5: Future Development Plans - The company aims to become a world-class green energy supplier and a leader in bio-energy technology over the next three years, focusing on core business growth and innovation [7] - Strategic initiatives include enhancing bio-energy production, improving supply chain management, and expanding market share in catalyst purification products [7] Group 6: Production Capacity and Certifications - The company’s existing bio-jet fuel capacity is 50,000 tons, with an additional 160,000 tons/year expected from the new project [8] - The bio-jet fuel products have received certifications from the Civil Aviation Administration of China and international standards [8]

海新能科（300072）(300072.SZ)公告，公司控股子公司山东三聚生物能源有限公司(公司持有其84.62% 的股权，简称"山东三聚")于近日取得商务部、海关总署、国家能源局、国家外汇管理局四部委关于同 意山东省日照市开展生物航油"白名单"出口先行先试的批复(商贸函〔2025〕619号)。 经核定，山东三聚在最大生产生物航油工况下，可年产生物航油15.8万吨，允许山东三聚依据2025年实 际生物航油产量在其核定产能范围内申领2025年生物航油(27101911)出口许可证。 ...

格隆汇10月14日丨海新能科(300072.SZ)公布，控股子公司山东三聚生物能源有限公司（公司持有其 84.62%的股权，简称"山东三聚"）于近日取得中华人民共和国商务部、中华人民共和国海关总署、国家 能源局、国家外汇管理局四部委关于同意山东省日照市开展生物航油"白名单"出口先行先试的批复（商 贸函〔2025〕619号），主要相关内容如下：经核定，山东三聚在最大生产生物航油工况下，可年产生 物航油15.8万吨，允许山东三聚依据2025年实际生物航油产量在其核定产能范围内申领2025年生物航油 （27101911）出口许可证。 ...

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：2025-044 北京海新能源科技股份有限公司 特此公告。 北京海新能源科技股份有限公司 董事会 2025年10月14日 1 获批生物航油出口先行先试的公告 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。 北京海新能源科技股份有限公司（以下简称"公司"）控股子公司山东三聚 生物能源有限公司（公司持有其84.62%的股权，以下简称"山东三聚"）于近日取 得中华人民共和国商务部、中华人民共和国海关总署、国家能源局、国家外汇管 理局四部委关于同意山东省日照市开展生物航油"白名单"出口先行先试的批复 （商贸函〔2025〕619号），主要相关内容如下： 经核定，山东三聚在最大生产生物航油工况下，可年产生物航油15.8万吨， 允许山东三聚依据2025年实际生物航油产量在其核定产能范围内申领2025年生 物航油（27101911）出口许可证。 公司获得生物航油出口许可证后，有利于进一步提升公司产品的国际竞争力， 拓展海外市场，对公司业务发展形成积极影响。公司目前尚无法预测上述产品对 公司未来 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - In August, the electricity consumption growth rate in the secondary industry increased, contributing the largest increment to total electricity consumption, accounting for 59% of the total increase [3][7] - The total electricity consumption in August reached 10,154 billion kWh, a year-on-year increase of 5.0% [3][6] - The manufacturing sector saw a record monthly growth rate for the year, with high-tech and equipment manufacturing electricity consumption growing by 9.1%, surpassing the average manufacturing growth rate by approximately 4.6 percentage points [3][7] Summary by Sections 1. Electricity: August Secondary Industry Consumption Growth - The total electricity consumption in August was 10,154 billion kWh, with a year-on-year growth of 5.0% [3][6] - The first industry consumed 164 billion kWh (9.7% growth), the second industry consumed 5,981 billion kWh (5.0% growth), the third industry consumed 2,046 billion kWh (7.2% growth), and residential consumption was 1,963 billion kWh (2.4% growth) [3][8] - The secondary industry contributed the most to the total electricity consumption increase, with a significant growth in manufacturing, particularly in high-tech and equipment manufacturing [6][7] 2. Gas: Supply and Demand Stability - Global gas prices have shown narrow fluctuations, with the Henry Hub spot price at $2.90/mmBtu, a weekly increase of 0.17% [16][19] - The LNG national ex-factory price was 4,016 yuan/ton, with a slight weekly decrease of 0.07% [16][36] - The report suggests a positive outlook for city gas companies due to cost reductions and improved profitability [38] 3. Weekly Market Review - The public utility and environmental protection sectors underperformed compared to the CSI 300 index, while the electric equipment sector outperformed [40][42] 4. Company and Industry Dynamics - The report highlights recent government initiatives aimed at promoting high-quality development in energy equipment, focusing on enhancing the efficiency of energy conversion equipment and advancing renewable energy technologies [49] - Key announcements from companies include significant contract wins and strategic investments aimed at enhancing operational capabilities and market positioning [50]

Investment Rating - The report maintains a positive outlook on the power and gas sectors, recommending specific companies for investment based on their performance and market conditions [3][16][18]. Core Insights - The report highlights that in August, the total electricity consumption reached 10,154 billion kWh, marking a year-on-year growth of 5.0%. The second industry contributed the largest increase, accounting for 59% of the total electricity increment [3][8][9]. - The report notes that global gas prices are experiencing slight fluctuations, with the Henry Hub spot price at $2.90/mmBtu and the TTF spot price at €32.15/MWh as of September 26 [18][19]. - The report emphasizes the stable growth in electricity consumption driven by high temperatures and government policies aimed at boosting consumption [8][9]. Summary by Sections 1. Electricity Sector - In August, the second industry saw a significant increase in electricity consumption, with a year-on-year growth of 5.0% and contributing 59% to the total electricity increment [3][9]. - The manufacturing sector achieved a record monthly growth rate, particularly in high-tech and equipment manufacturing, which grew by 9.1% year-on-year [9][10]. - The report recommends investments in hydropower, green energy, nuclear power, and thermal power companies, citing favorable conditions for growth and profitability [16][17]. 2. Gas Sector - The report indicates that the supply-demand dynamics for gas remain stable, with slight fluctuations in global gas prices. The LNG price in Northeast Asia decreased by 2.61% to $11.20/mmBtu [18][19]. - It highlights the steady increase in U.S. natural gas inventories and the impact of mild weather on heating and cooling demands, leading to low price volatility [21][27]. - The report suggests focusing on integrated gas companies and city gas firms that are expected to benefit from cost reductions and improved profitability [41][42]. 3. Market Performance Review - The report notes that the public utility and environmental sectors underperformed compared to the Shanghai and Shenzhen 300 indices, while the power equipment sector outperformed [43][44]. 4. Company and Industry Dynamics - Recent government initiatives aim to enhance the quality of energy equipment and promote the development of renewable energy sources [52]. - The report includes updates on major companies' announcements, including contract wins and strategic investments, which are expected to positively impact their future performance [52][53]. 5. Key Company Valuation Table - The report provides a valuation table for key companies in the public utility and environmental sectors, indicating their market positions and potential for growth [54].