每周股票复盘:丰倍生物(603334)两度登龙虎榜

Core Viewpoint - Fengbei Bio (603334) has experienced significant stock price fluctuations, with a recent increase of 25.93% to 59.3 yuan as of February 6, 2026, indicating strong market interest and trading activity [1][8]. Trading Information Summary - Fengbei Bio was listed on the "Dragon and Tiger List" for two consecutive days due to a daily turnover rate reaching 20% on February 5 and 6, 2026, marking its second appearance in the last five trading days [2][5]. - The stock also saw a cumulative price deviation exceeding 20% over two consecutive trading days, indicating abnormal trading activity [8]. Company Development and Products - Established in 2014, Fengbei Bio focuses on the comprehensive utilization of waste oil resources and has entered a rapid growth phase since 2018, emphasizing bio-based materials and biofuels [3]. - The main business includes waste oil resource utilization, with products such as bio-based materials (e.g., pesticide and fertilizer additives) and biofuels (e.g., biodiesel) [3][4]. - In the first half of 2025, the company produced 47,706.75 tons of biodiesel and 142,814.10 tons of industrial-grade mixed oil [4][5]. Market and Regulatory Environment - The company holds ISCC certification, allowing it to enter the EU market, which has stringent requirements for biofuel products [6]. - The revised Renewable Energy Directive (RED) aims to increase the EU's renewable energy target to at least 42.5% by 2030, impacting the biofuel market [6]. Client Relationships - Fengbei Bio collaborates with major global commodity traders and end customers, including TRFIGUR, GLENCORE, and SHELL, for its biodiesel sales [6]. - The company has established partnerships with key SF manufacturers for the sale of industrial-grade mixed oil [6]. Raw Material Sourcing - Waste oil is sourced from food processing, chemical companies, and kitchen waste treatment enterprises, with a nationwide supply network and efforts to expand overseas [7].