Jiaze Renewables(SH:601619) 2 1 Shi Ji Jing Ji Bao Dao·2025-09-29 07:05Group 1 - Multiple green methanol stocks surged on September 29, with Donghua Technology and Furan Energy hitting the daily limit, and Fuke Environmental rising by 16.29% [2] - The International Maritime Organization's (IMO) Net Zero Framework (NZF) is expected to be approved in October, leading to a near doubling of the number of ships using alternative fuels by 2028, prompting shipowners to shift from preparation to action [2] - According to Debang Securities, approximately 300 ships are projected to create a demand for about 6.79 million tons of methanol fuel, while global green methanol production capacity is only around 700,000 tons in 2024, indicating a potential supply-demand mismatch [2] Group 2 - In April 2025, a project controlled by the actual controller of Jiaze New Energy, Chen Bo, will begin construction in Jixi City, Heilongjiang Province, with an investment of 8 billion yuan, focusing on producing green methanol, green ethanol, and green aviation fuel [3] - The project aims to achieve an annual production capacity of 450,000 tons of green methanol, 150,000 tons of green ethanol, and 120,000 tons of green aviation fuel, with an estimated annual output value of approximately 4.38 billion yuan [3] - Jiaze New Energy has indicated that its green chemical business is still in the verification and initial stages, with no substantial impact on the company's performance in the short term, and it faces multiple risks related to policies and the market [3]