证券日报网讯12月9日，海新能科（300072）在互动平台回答投资者提问时表示，公司子公司海南环宇 生产高凝烃基生物柴油，暂时无法生产生物航煤(SAF)，海南环宇会充分利用海南自贸港政策与区位优 势，聚焦生物能源业务，积极挖掘发展机遇，推动自身高质量发展。 ...

证券日报网讯 12月9日，海新能科在互动平台回答投资者提问时表示，公司子公司海南环宇在海南省临 高县，主要产品为高凝烃基生物柴油（HVO），产能为5万吨/年，HVO可以作为生物航煤（SAF）的原 料，也可以作为产品直接销售。 （编辑 楚丽君） ...

新华财经里约热内卢12月9日电 中巴可持续发展与低碳能源转型论坛暨第十三届世界生物能源研讨会8 日在巴西里约热内卢开幕。本次活动汇聚中国与巴西两国产学研力量，聚焦能源转型前沿技术与合作路 径，共商绿色发展。 巴西国家工业技能培训服务中心总经理古斯塔沃·菲略表示，他们对与中国开展合作充满兴趣，中国的 支持对技术创新至关重要。 本次论坛由清华大学、里约热内卢联邦大学、中国-巴西电力创新联合体、巴西国家工业联合会和中国 远景科技集团联合主办。论坛将持续至9日，与会人士将就生物经济与生物多样性、生物燃料、碳足迹 计算等领域的前沿学术研究和技术应用展开交流与研讨。 （文章来源：新华社） 中国驻巴西大使馆公使衔参赞蒋德华在开幕致辞中说，本次活动的举行是中巴深化务实合作的重要一 步，彰显了两国作为发展中大国和新兴经济体共同应对全球挑战、引领绿色发展的责任与担当。 ...

新华社里约热内卢12月8日电（记者周永穗）中巴可持续发展与低碳能源转型论坛暨第十三届世界生物 能源研讨会8日在巴西里约热内卢开幕。本次活动汇聚中国与巴西两国产学研力量，聚焦能源转型前沿 技术与合作路径，共商绿色发展。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问贵公司海南省临高县是否有项目？可以说明一下 是什么项目吗？生物航空煤油项目还是别的，请问计划产量多少？什么时候完成？是否有时间规定？ （文章来源：每日经济新闻） 海新能科（300072.SZ）12月9日在投资者互动平台表示，公司子公司海南环宇在海南省临高县，主要产 品为高凝烃基生物柴油（HVO），产能为5万吨/年，HVO可以作为生物航煤（SAF）的原料，也可以作 为产品直接销售。 ...

海新能科（300072.SZ）12月9日在投资者互动平台表示，您好，公司子公司海南环宇生产高凝烃基生物 柴油，暂时无法生产生物航煤（SAF），海南环宇会充分利用海南自贸港政策与区位优势，聚焦生物能 源业务，积极挖掘发展机遇，推动自身高质量发展。谢谢您的关注！ 每经AI快讯，有投资者在投资者互动平台提问：请问：海南环宇公司具备生产生物航油（SAF）的能力 吗？ （文章来源：每日经济新闻） ...

央视网消息：海关总署12月8日对外公布，今年前11个月，我国货物贸易保持增长，进出口总值41.21万亿元，同比增长3.6%。其中，出口 24.46万亿元，增长6.2%；进口16.75万亿元，增长0.2%。对共建"一带一路"国家进出口21.33万亿元，增长6%，占我国外贸总值的51.8%。11 月份，我国外贸增速回升，进出口3.9万亿元，同比增长4.1%。其中，出口2.35万亿元，增长5.7%；进口1.55万亿元，增长1.7%。 海关总署公布今年前11个月外贸数据：我国出口延续平稳增长态势 今年以来我国出口延续了平稳增长态势，特别是在高新技术、绿色低碳、智能升级领域产品出口，共同推动我国出口从"量"的增长转 向"质"的提升。 外贸企业负责人王北海称："我们生产的生物航油采用废弃动植物油或'地沟油'为原料，可以与普通航空煤油进行任意比例调和，航空设 备无需更换发动机零部件就可以直接添加使用，它的全生命周期碳排放量可减少80%—85%，环保效益非常显著。" 生物航油作为实现航空碳中和的关键路径，多国将可持续航空燃料强制掺混比例纳入政策法规，今年4月，由商务部、海关总署等四部门 联合推出生物航油合规出口"白名单"制度 ...

Core Insights - The article discusses the recent announcement by COFCO Technology regarding a new investment project aimed at expanding its starch sugar production capacity and entering the functional sugar market [1][2]. Project Progress - COFCO Technology plans to invest 880 million yuan to construct a new facility in Pingliang, Gansu Province, with a production capacity of 250,000 tons/year of starch sugar and 10,000 tons/year of D-alloheptulose [1]. - The construction period for the project is set to be 20 months from the board's approval to trial production [1]. - The project will include various facilities such as starch sugar workshops, D-alloheptulose workshops, bottling workshops, wastewater treatment systems, and finished product warehouses [1]. Strategic Importance - This project aligns with COFCO Technology's "14th Five-Year" development strategy and aims to fill the gap in the starch sugar market in the northwest region of China [2]. - The development of D-alloheptulose products is seen as a key direction for COFCO Technology to cultivate new productive forces and expand into strategic emerging industries [2]. Financial Performance - In Q3 2025, COFCO Technology reported a revenue of 4.449 billion yuan, a year-on-year decrease of 14.65%, and a net loss attributable to shareholders of 28.06 million yuan, an increase of 45.91% compared to the previous year [3]. - For the first three quarters of 2025, the company achieved a revenue of 13.262 billion yuan, down 12.31% year-on-year, while the net profit attributable to shareholders was 79.186 million yuan, a significant increase of 724.42% [3].

Core Viewpoint - The chemical industry has experienced a decline in profitability for three consecutive years since 2022, with some sectors facing intense competition and overall losses. However, there is a shift towards industry self-regulation to restore product supply-demand balance and improve profitability [1] Industry Overview - The agricultural chemicals, refrigerants, bioenergy, tires, and metal chromium sectors are currently in an upward cycle of prosperity [1] Market Trends - According to GGII statistics, domestic energy storage lithium battery shipments are expected to reach 430 GWh in the first three quarters of 2025, exceeding 30% of the total for 2024, with an anticipated annual total of 580 GWh, representing a 67% year-on-year growth. This surge in storage demand, coupled with pre-subsidy rushes, has led to strong demand for upstream lithium battery materials, resulting in a supply shortage and a continuous price recovery [1] - Nutrien forecasts that global potash demand may further increase to 74-77 million tons by 2026, with global potash prices expected to maintain high levels and potential for further increases due to major companies delaying capacity expansions [1] Investment Focus - CITIC Securities indicates that the chemical sector is currently trading around three main themes: 1. The rise in energy storage demand is enhancing the prosperity of the supply chain, with a reshaping of the supply-demand dynamics for upstream lithium battery materials, recommending a focus on new energy-related materials [1] 2. The ongoing "anti-involution" efforts in the chemical industry are leading to self-regulation across multiple sectors, which is likely to support a bottoming out and recovery in chemical product prices [1] 3. The chemical sector itself is experiencing high prosperity, with core businesses expected to maintain robust growth [1]

Core Viewpoint - The company, Beijing Hai New Energy Technology Co., Ltd. (Hai New Energy), has shown significant improvement in its financial performance in Q3 2025, driven by its bioenergy segment and strategic initiatives in supply chain and technology [3][4]. Group 1: Financial Performance - In Q3 2025, the company achieved a revenue of 958 million yuan, representing a substantial year-on-year increase of 63.82% [3]. - The net profit attributable to shareholders reached 93.33 million yuan, indicating a significant enhancement in profitability [3]. - For the first three quarters of 2025, total revenue was 1.942 billion yuan, with a net profit of 57.95 million yuan, marking a turnaround from losses in the previous year [3]. - The company's debt-to-asset ratio improved to 29.81% by the end of September 2025, down from 38.99% at the end of 2024, reflecting better financial health [3]. Group 2: Bioenergy Segment Growth - The bioenergy sector has become the main growth driver, with effective strategies to expand non-EU customer bases and fulfill long-term contracts for HVO (Hydrotreated Vegetable Oil) [4]. - The company has optimized its production processes, achieving better operational parameters than design specifications, which has led to reduced processing costs and enhanced risk resilience [4]. - Supply chain improvements have been made through long-term agreements with key suppliers, enhancing quality control and operational management [4]. Group 3: Accounts Receivable Management - The company has significantly reduced accounts receivable, with accounts receivable at 503 million yuan, down by 27 million yuan from the previous year [5]. - Other receivables decreased dramatically from 1.349 billion yuan to 181 million yuan, a reduction of 1.168 billion yuan, indicating improved cash flow management [5]. - Measures such as enhanced customer credit tracking and legal actions have been implemented to improve collection efficiency [5]. Group 4: SAF Market Trends - The price of Sustainable Aviation Fuel (SAF) has been on the rise, reaching an offshore average of 2,854 USD per ton as of October 31, driven by regulatory policies and increased demand [6]. - The EU's subsidy plans are expected to accelerate SAF adoption, with strong order volumes anticipated for Q4 2025 across the industry [6]. - The company plans to closely monitor SAF policy developments and actively expand its domestic and international markets [6]. Group 5: Future Development Plans - The company aims to focus on green development over the next three years, aspiring to become a "world-class green energy supplier" and a leader in bioenergy innovation [7]. - Strategic initiatives will include enhancing bioenergy core operations and refining the catalytic purification segment to support long-term growth [8]. - The company will invest in R&D to maintain a leading technological position in both bioenergy and catalytic purification sectors [8].