积极把握市场机遇 海新能科2025年三季度归母净利润扭亏为盈

Core Viewpoint - The company, Beijing Hai New Energy Technology Co., Ltd. (Hai New Energy), reported significant growth in revenue and profit for Q3 2025, driven by opportunities in the hydrocarbon biodiesel market and effective sales strategies [2][3]. Financial Performance - In Q3 2025, the company achieved revenue of 958 million yuan, a year-on-year increase of 63.82% [2]. - From January to September 2025, the company reported total revenue of 1.942 billion yuan, up 5.60% year-on-year, and a net profit of 57.95 million yuan, marking a turnaround from losses [2]. Business Development - The company has successfully turned around its business segments to profitability by leveraging market opportunities in hydrocarbon biodiesel [2]. - Hai New Energy has expanded its customer base beyond the EU and is executing long-term contracts with European clients, enhancing its market adaptability [2]. Regulatory Approval - The company's subsidiary, Shandong Sanju Bioenergy Co., Ltd., received approval from multiple Chinese government departments to participate in a pilot program for the export of biodiesel, allowing it to produce up to 158,000 tons of biodiesel annually [2][3]. Production Capacity - The company operates a biodiesel isomerization project with a capacity of 200,000 tons per year, producing approximately 160,000 tons of bio-jet fuel annually [4]. - The qualification for the export whitelist is expected to improve production planning and capacity utilization [4]. Market Outlook - The global demand for biofuels in the aviation sector is projected to exceed 300 million tons by 2050, presenting a market opportunity worth trillions of dollars [4]. - The company plans to focus on internal and external growth in the bioenergy sector over the next three years, including raw material collection, product upgrades, and strategic partnerships [4][5]. Innovation and R&D - The company aims to enhance the competitiveness of its catalytic purification products and expand market share through continuous technological innovation and increased R&D investment [5].