Core Viewpoint - The company is one of the earliest publicly listed firms in China to enter the hydrocarbon-based biodiesel and bio-jet fuel industry, with production capacity ranking among the top in the sector [1] Group 1: Company Positioning - The company has received certifications for its bio-jet fuel products from the Civil Aviation Administration of China and international certifications under ISCCCORSIA and ISCC-EU for HEFA [1] - The company has also obtained qualification for the SAF export whitelist, enhancing its market opportunities [1] Group 2: Future Strategy - The company is committed to focusing on the research and development, production, and market promotion of biodiesel and bio-jet fuel [1] - The company plans to continue deepening its core business in bioenergy, aiming to strengthen and optimize its core operational assets for high-quality development [1]

（编辑 王雪儿） 证券日报网讯 1月23日，海新能科在互动平台回答投资者提问时表示，公司根据战略规划、发展需求、 市场情况审慎决策相关重大事项，如有扩产等重大投资事项，公司将按规定及时履行信息披露义务。公 司将密切关注行业政策动向，紧抓行业发展机遇，积极推动自身高质量发展。 ...

证券日报网讯 1月23日，海新能科在互动平台回答投资者提问时表示，公司生物航煤（SAF）所需的异 构催化剂由公司全资子公司沈阳三聚凯特生产，其他SAF厂商未向公司采购相关催化剂。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 1月23日，海新能科在互动平台回答投资者提问时表示，截至2026年1月20日公司股东人 数为58839户。 ...

（文章来源：证券日报） 证券日报网讯 1月23日，海新能科在互动平台回答投资者提问时表示，公司主营业务为生物能源、催化 净化环保材料；公司核心发展方向是生物能源，主要产品是烃基生物柴油（HVO）、生物航煤 （SAF）。在氢氨业务方面，公司主要有制氢催化剂、脱氧剂、合成氨催化剂等催化剂产品。 ...

证券日报网讯1月23日，海新能科（300072）在互动平台回答投资者提问时表示，山东三聚生产装置已 经实现长周期稳定运行，催化剂使用时长受加工总量影响，如果平均加工负荷较大，则运行周期相对较 短。根据生产计划，山东三聚2026年将有检修更换催化剂的安排。 ...

证券时报·数据宝统计，截至发稿，海新能科收盘价为5.33元，上涨0.19%，本期筹码集中以来股价累计 上涨0.76%。具体到各交易日，5次上涨，5次下跌。 海新能科1月23日披露，截至1月20日公司股东户数为58839户，较上期（1月10日）减少5319户，环比降 幅为8.29%。 公司发布的三季报数据显示，前三季公司共实现营业收入19.42亿元，同比增长5.60%，实现净利润 5795.11万元，同比增长109.15%，基本每股收益为0.0247元，加权平均净资产收益率0.96%。（数据 宝） （文章来源：证券时报网） ...

证券之星消息，海新能科(300072)01月23日在投资者关系平台上答复投资者关心的问题。 投资者提问：董秘您好，看到贵公司前期布局的的清洁能源已经投产，经营状况逐步转好，作为我们这 样长期坚守的小股东很是欣慰。请问贵公司在生物能源方面，公司核心产品烃基生物柴油（HVO） 和 生物航煤（SAF）在行业中算第几梯队？公司未来发展重点是什么？ 海新能科回复：您好，公司是国内最早进入烃基生物柴油、生物航煤产业的上市公司，产能位居行业前 列。公司生物航煤产品已通过中国民用航空局的适航审定及ISCC CORSIA及ISCC-EU下HEFA 国际认 证，且已获得SAF出口白名单资格。公司一直专注于生物柴油、生物航煤的技术研发、生产、市场推 广，未来公司将继续深耕生物能源主业，做强做优核心运营资产，推动自身高质量发展。谢谢您的关 注！ 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Group 1 - The chemical products sector increased by 0.83% on January 22, with Qiaoyuan Co. leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - Qiaoyuan Co. saw a significant rise of 19.99%, closing at 65.12, with a trading volume of 96,300 shares and a transaction value of 596 million [1] Group 2 - The chemical products sector experienced a net outflow of 1.185 billion in main funds, while retail investors saw a net inflow of 762 million [2] - The top gainers in the sector included Zhuo Ke New Energy, which rose by 8.98% to close at 84.01, and ST Quantai, which increased by 6.95% to close at 5.85 [1][2] - Conversely, the sector also had notable losers, such as Junan Co., which fell by 8.16% to close at 57.43, and Cangzhou Dahua, which decreased by 7.98% to close at 17.76 [2]

SAF Industry Analysis: Super Cycle Driven by Supply-Demand Mismatch Industry Overview - The SAF (Sustainable Aviation Fuel) industry is experiencing a significant shift from "policy-driven" to "hard gap-driven" dynamics, particularly influenced by the upcoming EU ReFuelEU Aviation regulation set to take effect in 2025, which mandates the incorporation of 2%, 5%, and 70% sustainable aviation fuel in aviation fuel by 2025, 2030, and 2035 respectively, translating to a demand of 140 million, 350 million, and 5000 million tons [1][2] Key Insights - The price of SAF has surged over 50% throughout the year due to supply chain disruptions, leading to a significant widening of the price gap with upstream raw material UCO (Used Cooking Oil) [1] - Despite a potential decline in short-term demand post-2026, the UK’s blending target of 3.6% and Singapore's taxation policies are expected to support ongoing demand, with global production capacity estimated at 4-5 million tons, and an effective capacity of 2.4 million tons, which still falls short of the global demand of 2.8 million tons (Europe 1.8 million + USA 600,000 + South Korea and China 400,000) [1] Profit Distribution in the Industry - The industry logic has shifted from mere policy expectations to the realization of excess profits driven by scarce refining capacity [2] - Companies with existing or upcoming SAF production capacity are positioned to enjoy the highest processing profits, while those with compliant and traceable UCO resources will benefit from compliance premiums amid global trade barriers [2] Major SAF Suppliers and Capacities - Key SAF suppliers and their production capacities include: - Jiaao Environmental: 370,000 tons (with an additional 500,000 tons under construction) - Longkun Environment: 170,000 tons (planning to expand to 420,000 tons) - Sinopec: Zhenhai Refining 100,000 tons - Haineng Energy: Shandong Sanju 50,000 tons - Overseas Neste: over 500,000 tons - Unlisted Junheng Biological: 200,000 tons - Yigao Environmental: 200,000 tons [2]