Jiaze Renewables(SH:601619) Zheng Quan Ri Bao Wang·2025-12-31 07:24Core Viewpoint - The approval of the 300,000-ton green methanol and aviation fuel co-production project marks a significant step for the company into the high-value renewable energy applications sector, particularly in green hydrogen and chemical production [1][4] Group 1: Project Overview - The project, located in Jixi City, Heilongjiang Province, has a total planned investment of approximately 3.557 billion yuan [2] - The project will utilize biomass straw and corn cobs as raw materials, employing mature enzymatic fermentation and gasification synthesis processes to produce green ethanol and green methanol [2] - The site selection in a major grain-producing area ensures a rich supply of raw materials for the project [2] Group 2: Strategic Importance - This investment is a key part of the company's strategy to extend its business boundaries and optimize its industrial structure, which is expected to have a profound impact on future development [1][4] - The project aims to meet the growing demand for clean energy and low-carbon raw materials in shipping, aviation, and chemical industries, positioning the company in a high-growth renewable energy market [3] Group 3: Market Potential - Green methanol, green ethanol, and green aviation fuel are identified as high-growth sectors driven by both policy and demand, with green methanol expected to see the fastest short-term growth due to shipping demand [3] - The project aligns with national goals for carbon neutrality, contributing to the transformation of the energy system [4]