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行进中国|变“废”为宝“油”出海
JAHBJAHB(SH:603822) Ren Min Wang·2025-09-02 02:41

Core Insights - A tanker recently docked at the Port of Rotterdam, unloading 13,400 tons of bio-jet fuel from Lianyungang, marking China's first large-scale entry into the international bio-jet fuel market [1] Company Overview - The bio-jet fuel is derived from waste cooking oil, commonly referred to as "gutter oil," which can reduce greenhouse gas emissions by approximately 90% compared to fossil jet fuel [2] - The production process involves hydrogenation and separation techniques to convert waste oils into aviation fuel, showcasing a transformation of waste into valuable resources [2] - The company, Jiangao New Energy Co., has established a robust supply chain by collaborating with numerous waste cooking oil disposal companies, achieving 75% self-sufficiency in raw materials [3] Production Capacity and Environmental Impact - The second phase of Jiangao's project is expected to consume 1 million tons of waste animal and vegetable oils annually, leading to a reduction of over 2.35 million tons of emissions [3] - The successful entry into the stringent European market highlights Jiangao's competitive advantages and positions Lianyungang as China's first bio-jet fuel export pilot city [3] Regional Development and Industry Transformation - The success of Jiangao is attributed to the industrial transformation and improved business environment in Lianyungang, where the local government has actively eliminated non-compliant chemical enterprises to make way for greener industries [3] - In 2022, Jiangao's bio-jet fuel project was strategically introduced due to its high technical content and significant environmental benefits [3] - The Lianyungang coastal industrial zone is witnessing a surge in quality projects in the green low-carbon sector, with 23 new projects signed this year, totaling an investment of 13.656 billion yuan [4]