股市必读：海新能科（300072）1月30日董秘有最新回复

Core Viewpoint - Company is focusing on the development of bioenergy and catalytic purification materials, with a core emphasis on high-value utilization of waste oils, particularly in the production of hydrocarbon-based biodiesel (HVO) and sustainable aviation fuel (SAF) [2][3] Group 1: Company Performance and Strategy - As of January 30, 2026, the company's stock closed at 4.75 yuan, down 6.86%, with a turnover rate of 4.7% and a trading volume of 1.0951 million shares, amounting to a transaction value of 528 million yuan [1] - The company has begun large-scale stable production and sales of SAF products since October 2025, indicating a strategic move towards expanding its bioenergy segment [2] - The company plans to accelerate the divestment of low-efficiency assets and focus on strengthening its core bioenergy business while maintaining a meticulous approach in the catalytic purification sector [3] Group 2: Production and Capacity - The company’s subsidiary, Shandong Sanju Biodiesel (HVO), is currently operating at a high production load, indicating strong operational performance [2][3] - A planned maintenance and catalyst replacement for the Shandong aviation fuel project in 2026 is part of the annual production schedule and is not expected to impact overall production capacity for the year [4] Group 3: Financial Outlook and Market Position - The company is actively working on the disposal of its subsidiary Sichuan Xinda, which is expected to incur losses in 2025, as part of its strategy to focus on the bioenergy main business [3] - Recent trading data shows a net outflow of 85.0646 million yuan from major funds, while retail and speculative funds experienced net inflows of 45.593 million yuan and 39.4716 million yuan, respectively, reflecting mixed market sentiment [5]