中集安瑞科(03899.HK)：绿醇项目顺利投产 打造清洁能源综合服务标杆

Core Viewpoint - The company CIMC Enric has launched China's first large-scale production project for bio-methanol in Zhanjiang, Guangdong, marking a significant step in the green fuel sector with a production capacity of 50,000 tons per year and a lifecycle GHG reduction rate of over 85% [1][2]. Group 1: Project Details - The bio-methanol project is part of a complete supply chain from biomass waste to green methanol to shipping fuel, showcasing strong raw material adaptability and significant carbon reduction effects [1]. - The Zhanjiang facility received ISCC EU certification in November, confirming compliance with EU sustainability regulations and enabling integration into the global renewable fuel supply chain [1]. - The project has established the first green methanol "production-storage-transportation-usage" supply chain ecosystem in South China, featuring a 30,000 m³ methanol storage tank and dedicated loading and unloading berths [2]. Group 2: Company Confidence and Financial Outlook - The company announced a share buyback plan to repurchase up to 1.5% of its issued shares, amounting to a maximum of 30,438,213 shares for up to HKD 200 million, aimed at enhancing shareholder confidence and investment value [2]. - Profit forecasts for the company project net profits of RMB 1.253 billion, RMB 1.498 billion, and RMB 1.737 billion for the years 2025, 2026, and 2027, respectively, with corresponding EPS of RMB 0.62, RMB 0.74, and RMB 0.86 [2].