生物柴油行业周报（20250901-20250907）：SAF本周实现高位继续上涨，单吨到岸价突破2700美元-20250909

Investment Rating - The report maintains a neutral rating for the biodiesel industry, indicating a relative performance within -5% to 5% compared to the benchmark index [6]. Core Insights - The report highlights a significant increase in SAF prices, with the CIF price reaching $2746.53 per ton, a 5.61% increase week-on-week. HVO prices also saw a rise of 1.44% to $2353.75 per ton [3]. - Domestic prices for waste cooking oil and gutter oil have risen, with average prices reported at 7220 CNY per ton and 6740 CNY per ton, respectively, both showing a week-on-week increase of 100 CNY [3]. - Shell has officially canceled its plan to build an 820,000-ton/year biodiesel facility in Rotterdam due to insufficient competitiveness, marking a shift back to traditional fossil fuel production [4]. - The Philippines has postponed its B4 biodiesel blending plan to at least 2026 due to rising coconut oil prices and supply concerns [4]. Summary by Sections Price Trends - SAF CIF price reached $2746.53 per ton, up 5.61% week-on-week - HVO FOB price at $2353.75 per ton, up 1.44% week-on-week - Domestic gutter oil price at 6740 CNY per ton, up 100 CNY week-on-week - Domestic waste cooking oil price at 7220 CNY per ton, up 100 CNY week-on-week [3] Industry Developments - Shell cancels biodiesel facility in Rotterdam due to market conditions - Philippines delays B4 biodiesel blending plan to 2026 due to coconut oil supply issues [4] Investment Recommendations - The report suggests focusing on companies with significant biodiesel or raw material production capacity, including Zhuoyue New Energy, Jiaao Environmental Protection, Shanggou Environmental Energy, Haineng Science and Technology, and Langkun Environment [5].