破局航空碳减排，共话SAF新未来 | 可持续航空燃油产业交流会在杭举行

Core Insights - The article emphasizes that the three core challenges for the industrialization of Sustainable Aviation Fuel (SAF) are policy, certification, and raw materials [1][2]. Group 1: Event Overview - The SAF industry exchange conference was successfully held on November 27, 2025, in Hangzhou, organized by the National Key Laboratory of Bio-based Transportation Fuel Technology and DT New Materials [2]. - The conference gathered 30 top experts and representatives from various institutions, including Zhejiang University and China Southern Airlines, to discuss key issues in SAF development [2]. Group 2: SAF Market and Technology - The aviation industry accounts for 12% of carbon emissions in the transportation sector, with annual emissions reaching 1 billion tons. According to IATA, 65% of carbon reduction in aviation must come from SAF by 2050, indicating a trillion-dollar market potential [8]. - The report compares four main technological routes for SAF production: HEFA, AtJ, G+FT, and PtL. The AtJ route is identified as the most investment-worthy due to its wide raw material sources and high emission reduction efficiency of 85%-100% [8][6]. Group 3: Technological Innovations - The new generation AtJ technology developed by Zhejiang University has achieved three core breakthroughs: flexible raw material adaptability, innovative pathways for simultaneous conversion of low-carbon raw materials, and comprehensive utilization of biomass components [9]. - The AtJ technology has transitioned from laboratory to industrialization, leading to the establishment of New航源 (Hangzhou) Biotechnology Co., Ltd. [9]. Group 4: Economic Viability and Market Trends - The AtJ technology significantly reduces SAF production costs, enhancing profit margins. Current market prices in Europe reach $2,950 per ton, with the technology expected to address the economic bottleneck of SAF [11]. - The new PtL technology has completed laboratory development and is rapidly advancing towards scaling up [12]. Group 5: Industry Challenges and Recommendations - Experts agree that the SAF industry faces challenges in policy clarity, certification standards, raw material supply stability, and cost-sharing mechanisms among stakeholders [16][17][18][20]. - A complete ecosystem for SAF, including raw materials, processing, certification, and usage, is essential for industry growth. Investment institutions are particularly interested in the lower fixed asset investment required for the AtJ route [23]. Group 6: Future Outlook - The SAF industry in China is entering a golden period of development, driven by expanding pilot programs, continuous technological breakthroughs, and an improving industrial chain [23].