化工龙头ETF（516220）涨超1.1%，欧盟政策推动可持续燃料景气度提升

Group 1 - The core viewpoint of the article highlights the significant impact of the EU's ReFuelEU Aviation Regulation, which mandates a 2% blending of sustainable aviation fuel (SAF) starting in 2025, with a long-term goal of 70% by 2050 [1] - IATA projects that the demand for SAF will increase dramatically from 1 million tons in 2024 to 18 million tons by 2030, and reach 350 million tons by 2050 [1] - The high cost of SAF compared to traditional jet fuel has led to low procurement willingness among airlines, but the EU's strict blending standards are driving rapid price increases for SAF, with high-end SAF prices in China rising by 47.22% since the beginning of the year [1] Group 2 - The EU has recently approved the Sustainable Transport Investment Plan, which will invest at least €3.3 billion over the next two years to support the renewable fuel industry, with a cumulative investment of €100 billion planned by 2035 to meet aviation and shipping emission reduction targets [1] - The scarcity of raw materials for SAF, such as waste cooking oil, combined with the enforced policy demand, is expected to sustain high industry prosperity [1] - Neste, a leading international company in the sector, reported a more than 150% year-on-year profit increase in its renewable fuels segment for the third quarter, indicating significant improvement in industry profitability [1]