船燃加注：生物柴油突围新路

Core Viewpoint - The Chinese biodiesel industry is facing significant challenges due to EU policies, but the emerging market for bio marine fuel presents a viable opportunity for growth and diversification [2][3][5]. Industry Overview - China is a major biodiesel producer with an annual output exceeding 2 million tons, of which 90% is exported [3]. - The EU is the largest market for Chinese biodiesel, with approximately 180,000 tons exported in 2023, accounting for 90% of total exports [3]. Challenges Faced - The biodiesel export volume dropped by 42.55% in the first half of 2025, indicating a significant contraction in market share [4]. - The EU has implemented multiple measures against Chinese biodiesel, including the revocation of ISCC certifications and anti-dumping investigations, leading to tariffs ranging from 10% to 35.6% [3][5]. Opportunities in Bio Marine Fuel - The bio marine fuel market is seen as a potential solution for the biodiesel industry, with the possibility of increasing annual usage to over 3.6 million tons [5][7]. - The demand for bio marine fuel is rising due to the shipping industry's decarbonization pressures, with significant sales growth in major ports like Singapore and Rotterdam [5][6]. Strategic Recommendations - Promoting bio marine fuel aligns with low-carbon development trends and can help circumvent EU tariffs by shifting the supply chain to domestic blending and refueling [6][8]. - Establishing a local blending and refueling system is crucial for reducing costs and improving efficiency in the bio marine fuel market [8]. - The industry should focus on innovation and high-quality development to transition from an export-dependent model to a dual circulation strategy [8].