格隆汇1月30日丨海新能科(300072.SZ)在投资者互动平台表示，公司主营业务涵盖生物能源与催化净化 环保材料两大领域，其中生物能源板块作为核心发展方向，专注于以废弃油脂为原料的高值化利用，主 要产品为烃基生物柴油（HVO）及生物航煤（SAF）。公司SAF产品已于2025年10月开始规模化稳定生 产与销售。 ...

Core Viewpoint - The company focuses on two main business areas: bioenergy and catalytic purification environmental materials, with bioenergy being the core development direction [1] Group 1: Business Overview - The bioenergy segment specializes in the high-value utilization of waste oils, primarily producing hydrocarbon-based biodiesel (HVO) and sustainable aviation fuel (SAF) [1] - The company has commenced large-scale stable production and sales of its SAF products starting from October 2025 [1]

转自：海口发布 民生保障和生态环境保护等关键领域 其中包括新建湛江至海口铁路 海口经济圈规模化供水工程 海口市横沟村城市更新项目等 日前 《海南省2026年重大项目投资计划》发布 根据投资计划 2026年海南共安排 省重大项目470个、预备项目160个 覆盖基础设施建设、产业发展 2026年，海南安排省重大项目470个，总投资7175亿元，年度计划投资1280亿元。按建设阶段划分：竣 工项目92个，总投资910亿元，年度计划投资211亿元，占17%；续建项目265个，总投资5354亿元，年 度计划投资849亿元，占66%；新开工项目113个，总投资911亿元，年度计划投资220亿元，占17%。 这些项目紧密服务自贸港建设需要，涵盖交通、能源、产业升级及公共服务等多方面。其中包括新建湛 江至海口铁路、海南商业航天发射场能力提升项目、海口经济圈规模化供水工程、海口市横沟村城市更 新项目、海南东方CZ8场址50万千瓦海上风电项目、海南思可源30万吨/年生物能源项目、G98环岛高速 公路大三亚段扩容工程等一系列标志性工程，将有效夯实自贸港硬件基础、培育现代化产业体系。 此外，投资计划还安排了160个预备项目，总投资2 ...

（来源：安徽新闻网） 转自：安徽新闻网 三年前，第一次以省政协委员身份参会，身处当年新增的环境资源界，合肥万豪能源设备有限责任公司董事长杨美蓉对履职之路充满期待。 三年来，作为界别中唯一的民营企业代表，怎样发挥自身所长，助力我省如期实现碳达峰、碳中和目标，成为杨美蓉建言献策的重点方向。 农业废弃物的资源化利用，是农业领域推进"双碳"目标的重要一环。去年，杨美蓉专门就此提交《关于加强农业废弃物治理 助力美好乡村建设的提案》。 "生物能源产业是连接'农业—工业—环保'的枢纽，它通过'农业—环保—能源—碳汇'的循环模式，有利于实现经济、生态、社会效益的统一，对助力我 省'十五五'期间实现碳达峰目标具有重要意义。"杨美蓉在提案中写道。 "目前，全球首座生物甲烷液化项目已在蚌埠建成投运，年消纳有机废弃物超50万吨。"基于此，她建议，我省应立足现有基础与优势，加速打造全国领先的 生物能源产业基地，推动生物能源产业实现从有到强、从点到面的跨越发展。 "我省每年产生的农作物秸秆约4800万吨、畜禽粪污约7700万吨，如果处理不当，既造成环境污染，又导致资源浪费。"因此她建议，建立更加科学有效的有 机废弃物治理长效机制，进一步 ...

报告期内，全球绿色能源政策环境持续向好。欧盟及英国生物航煤（SAF）常态化添加政策正式实施， 中国、日本、韩国等主要经济体的绿色转型路径也日益明确，显著推动了全球生物能源市场需求增长。 公司于2025年10月成功获批SAF产品出口"白名单"，并顺利实现SAF产品出口，标志着公司发展战略取 得新突破。公司控股子公司山东三聚生物能源有限公司异构化装置持续保持高负荷平稳运行。受益于产 品价格上涨和产能释放，报告期内公司生物能源板块营业收入相比2024年增加约5.8亿元，同比增长约 46%；毛利增加约2.7亿元，实现扭亏为盈，经营效益显著提升（最终以2025年年度报告为准）。 格隆汇1月27日丨海新能科(300072.SZ)公布，预计2025年归属于上市公司股东的净利润-64,000万元 ～-45,000万元，比上年同期增长32.94%～52.85%，扣除非经常性损益后的净利润-77,000万元～-54,000 万元。 ...

Core Viewpoint - Company expects a net loss of 450 million to 640 million yuan for the year 2025, with a projected net profit excluding non-recurring losses ranging from -770 million to -540 million yuan [1] Group 1: Financial Performance - The company's bioenergy segment revenue increased by approximately 580 million yuan, representing a year-on-year growth of about 46% due to rising product prices and capacity release [1] - The gross profit for the bioenergy segment increased by approximately 270 million yuan, leading to a turnaround from loss to profit, significantly enhancing operational efficiency [1] - The company anticipates asset impairment losses of around 250 million yuan for the reporting period, based on cautious principles and evaluations of inventory and fixed assets [1] Group 2: Market Environment - The global green energy policy environment continues to improve, with the EU and UK implementing regular biojet fuel (SAF) blending policies, and major economies like China, Japan, and South Korea clarifying their green transition paths [1] - The company successfully obtained approval for SAF product export in October 2025, marking a strategic breakthrough in its development [1] Group 3: Challenges in Other Segments - The company's environmental materials and chemical products business faced challenges due to cyclical adjustments in the petroleum refining and coal chemical industries, leading to a pressured market environment for catalyst and purification products [1] - The rapid expansion of capacity in the LNG and neopentyl glycol industries outpaced demand growth, exacerbating competition within the industry [1]

Group 1 - The core message is that卓越新能 has initiated a bioenergy project in Thailand, focusing on the production of biodiesel and hydrocarbon-based biofuels [1] - The project will utilize local resources such as kitchen waste oil and palm fatty acid oil, with a planned annual production capacity of 300,000 tons of biodiesel and 100,000 tons of HVO/SAF [1] - The project will be implemented in two phases, with the first phase dedicated to biodiesel production and the second phase focusing on HVO/SAF production, targeting markets in Europe, America, and Southeast Asia [1]

Group 1 - The core viewpoint of the article is that Zhuoyue New Energy is advancing its international development strategy through the establishment of a bioenergy project in Thailand, which is a significant step for the company [1][3]. - The bioenergy project will utilize local resources such as kitchen waste oil and palm acid oil to produce 300,000 tons of biodiesel and 100,000 tons of HVO (hydrotreated vegetable oil) / SAF (sustainable aviation fuel) annually [3]. - The total investment for the project is 700 million yuan, which will be implemented in two phases, with the first phase focusing on the biodiesel production line [3]. Group 2 - The products from the bioenergy project will primarily supply markets in Europe, North America, and Southeast Asia, targeting aviation, maritime, and land transportation sectors [3].

（编辑 丛可心） 证券日报网讯 1月23日，海新能科在互动平台回答投资者提问时表示，公司将坚持科技创新、精益管 理，努力成为领先的绿色能源供应商、科技创新型生物能源领跑者。公司将心无旁骛攻主业，做大做强 生物能源核心板块，以坚定的长期投入和效益提升为发展方向；紧紧围绕优化能源结构、发展循环经济 产业方向，坚持把科技创新作为核心发展动力。公司将密切关注行业政策动向，紧抓行业发展机遇，积 极推动自身高质量发展。 ...

Core Viewpoint - The company is one of the earliest publicly listed firms in China to enter the hydrocarbon-based biodiesel and bio-jet fuel industry, with production capacity ranking among the top in the sector [1] Group 1: Company Positioning - The company has received certifications for its bio-jet fuel products from the Civil Aviation Administration of China and international certifications under ISCCCORSIA and ISCC-EU for HEFA [1] - The company has also obtained qualification for the SAF export whitelist, enhancing its market opportunities [1] Group 2: Future Strategy - The company is committed to focusing on the research and development, production, and market promotion of biodiesel and bio-jet fuel [1] - The company plans to continue deepening its core business in bioenergy, aiming to strengthen and optimize its core operational assets for high-quality development [1]