证券之星消息，海新能科(300072)01月23日在投资者关系平台上答复投资者关心的问题。 投资者提问：董秘您好，看到贵公司前期布局的的清洁能源已经投产，经营状况逐步转好，作为我们这 样长期坚守的小股东很是欣慰。请问贵公司在生物能源方面，公司核心产品烃基生物柴油（HVO） 和 生物航煤（SAF）在行业中算第几梯队？公司未来发展重点是什么？ 海新能科回复：您好，公司是国内最早进入烃基生物柴油、生物航煤产业的上市公司，产能位居行业前 列。公司生物航煤产品已通过中国民用航空局的适航审定及ISCC CORSIA及ISCC-EU下HEFA 国际认 证，且已获得SAF出口白名单资格。公司一直专注于生物柴油、生物航煤的技术研发、生产、市场推 广，未来公司将继续深耕生物能源主业，做强做优核心运营资产，推动自身高质量发展。谢谢您的关 注！ 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Core Viewpoint - The groundbreaking ceremony for the bioenergy project of Excellence New Energy (Thailand) Co., Ltd., a subsidiary of Excellence New Energy (688196), was held in Thailand, marking a significant step in the company's international development strategy [1] Group 1: Project Overview - The bioenergy project aims to utilize local resources such as kitchen waste oil and palm fatty acid oil to produce 300,000 tons of biodiesel and 100,000 tons of HVO (Hydrotreated Vegetable Oil) / SAF (Sustainable Aviation Fuel) annually [1] - The project will be implemented in two phases, with the first phase focusing on the construction of the biodiesel production line, followed by the HVO/SAF production line [1] Group 2: Market and Supply - The products from this project will primarily supply markets in Europe, North America, and Southeast Asia, targeting aviation, maritime, and land transportation sectors [1] Group 3: Strategic Goals - The project is part of the company's core strategic initiative for internationalization, aiming to accelerate the development of bioenergy technology and contribute to the global vision of achieving carbon neutrality [1]

Core Insights - Danzhou aims to enhance its industrial core advantages and showcase the Hainan Free Trade Port as a model by addressing policy applicability issues for enterprises, thereby converting policy value into high-quality development [2] - The city plans to focus on major project investments as a key driver for economic growth, with significant projects scheduled for completion by 2026, including offshore wind power and bioenergy projects [2] Group 1 - Danzhou will accelerate the construction of a clean and low-carbon electricity supply system, focusing on local wind power utilization and market-oriented nuclear power transactions to provide stable electricity for industrial parks [3] - The city aims to become the first large industrial park in China to achieve clean energy electricity supply, with ongoing projects like the Yangpu Port general cargo terminal [3] - By 2025, Danzhou plans to implement policies for bonded maintenance and remanufacturing, successfully launching pilot enterprises within 40 days from project initiation to first order [3] Group 2 - Danzhou emphasizes improving the business environment as crucial for boosting investment confidence among various enterprises, addressing their needs as a key development strategy [3] - The city will deepen market-oriented resource allocation reforms to better meet project demands, enhancing the availability of land, energy, and talent [3] - Danzhou aims to create a fair and orderly market environment, a transparent legal environment, and a convenient administrative environment to foster strong relationships between government and businesses [3]

Summary of Key Points from the Conference Call Industry Overview - The focus is on Sustainable Aviation Fuel (SAF) and its significant growth potential, with demand expected to rise from 1.05 million tons in 2023 to 36.62 million tons by 2050, indicating a vast market opportunity [1][2] - The demand for Used Cooking Oil (UCO), a key raw material in the SAF supply chain, is projected to reach 2.33 million tons by 2030 and nearly 20 million tons by 2050 [1][5] Core Insights and Arguments - The implementation of mandatory blending policies in the EU starting in 2025, increasing to 70% by 2050, alongside U.S. tax incentives, is expected to drive global demand for SAF [1][8] - Current SAF prices range from 15,000 to 17,000 RMB per ton, with projections suggesting UCO prices could rise to between 8,500 and 12,000 RMB per ton by 2030 due to increasing demand and limited supply [4][1] - China's current annual UCO utilization is about 4 million tons, supporting 250,000 to 300,000 tons of SAF production capacity, with a potential increase in demand for UCO as SAF production expands [3][14] Competitive Landscape - Companies like Shanhigh Environmental and Longkun Technology hold competitive advantages in the UCO sector due to their exclusive rights to urban kitchen waste projects, which are scarce and create barriers to entry [1][6] - Shanhigh Environmental is expected to double its production capacity in the next three years, with long-term profitability projected to exceed 400 million RMB even at conservative estimates [7][6] Policy and Market Dynamics - China has not yet implemented mandatory blending requirements but is piloting programs with plans to expand by 2025, indicating significant market potential [3][9] - The EU aims for a 6% SAF blending target by 2030, translating to a downstream demand of 3.14 million tons, while China has four companies certified for SAF production with a total export quota of 1.2 million tons [12][9] Price Trends and Supply-Demand Balance - Short-term supply may appear redundant due to a three-year production cycle, but overall supply-demand is expected to remain balanced [13] - Recent price spikes in SAF, with domestic prices reaching 2,450 USD/ton and EU prices between 2,600-2,900 USD/ton, reflect a year-on-year increase of 38% and 57%, respectively [13] Long-term Outlook - The transition from traditional biodiesel to higher-value SAF is expected to drive UCO price increases, with a significant shift in demand structure anticipated [15][5] - Companies with substantial UCO resources, such as Shanhigh Environmental and Longkun Technology, are positioned to capture more value in the supply chain as UCO prices rise [16][17]

Core Viewpoint - The company focuses on bioenergy and catalytic purification environmental materials, with a core development direction in bioenergy, primarily producing hydrocarbon-based biodiesel (HVO) and sustainable aviation fuel (SAF) [1] Group 1: Business Overview - The company's main business includes bioenergy and catalytic purification environmental materials [1] - The primary products are hydrocarbon-based biodiesel (HVO) and sustainable aviation fuel (SAF) [1] Group 2: Project Development - The subsidiary Shandong Sanju's 200,000-ton SAF project is set to commence production in May 2025 [1] - The project received approval for export whitelist qualification in October [1] Group 3: Market Application - The company's SAF is mainly applied in the civil aviation sector, with downstream customers being large international and domestic energy suppliers [1]

Core Viewpoint - Anhui Province is accelerating the construction of a green closed loop in the biomanufacturing industry, transitioning from "straw resource utilization" to "material decarbonization," driven by technological breakthroughs and industry chain collaboration [1][2]. Policy Guidance - The State Council's implementation opinions aim to promote the widespread application of biotechnology in new materials, construction, energy, and environmental protection, focusing on biobased material substitution and low-carbon conversion [2]. - Various regions are formulating biomanufacturing industry plans and policies to optimize the industrial environment, with Anhui's biomanufacturing cluster expected to exceed 30 billion yuan in output value by 2026 [2]. Technological Breakthroughs - Biomanufacturing is transitioning from "natural extraction" to "life programming," with the industry expected to enter a golden development period during the 14th Five-Year Plan, driven by national strategy, technological advancements, and market demand [3]. Innovations in Biomanufacturing - Anhui Fengyuan Biotechnology Co., Ltd. has developed a second-generation biomanufacturing technology using straw as raw material, achieving high conversion rates and significant cost advantages [4][5]. - The technology allows for the production of 1 ton of mixed sugar from 3 tons of straw, with a cellulose hydrolysis rate exceeding 90% and a cost of mixed sugar not exceeding 1,000 yuan per ton, significantly lower than corn-based glucose production [4]. Industry Implementation - The "distributed factory" model is activating the county economy, with projects in Shandong and Anhui demonstrating a closed-loop industrial chain from straw processing to biobased materials and energy [6]. - Fengyuan Group is establishing modular projects across multiple provinces, creating a complete industrial chain from agricultural waste collection to biobased product production [6]. Ecological Closure - Anhui Province aims to transform straw from agricultural waste into a "green carbon source," reducing reliance on food resources and promoting green agriculture through high-value byproducts [7]. - The technology addresses the challenges of the polylactic acid market, which faces issues such as small scale and insufficient policy support [7]. Recommendations for Development - Experts suggest implementing a comprehensive ban on plastic in Anhui, promoting biobased materials in government and educational institutions, and establishing a "green procurement list" [8][9]. - Strengthening policy and financial support for straw sugar projects and encouraging the listing of key biomanufacturing enterprises to broaden financing channels [8][9]. Market Expansion - Encouraging the use of polylactic acid composite materials in automotive and construction sectors, and promoting biobased products through events and e-commerce platforms [9]. - The establishment of a biobased materials innovation laboratory in Zhejiang marks a significant step in digital research and development in the field, providing a model for Anhui [9].

人民财讯1月8日电，企查查APP显示，近日，江苏隆圣云港生物能源有限公司成立，法定代表人为周 锐，注册资本约为5.51亿元，经营范围包含：生物质燃气生产和供应；生物质成型燃料销售；生物质液 体燃料生产工艺研发；太阳能发电技术服务等。企查查股权穿透显示，该公司由隆基绿能（601012）全 资子公司海南隆基生物能源有限公司、江苏中圣新能源控股有限公司等共同持股。 ...

Core Insights - The rapid delivery of approximately 1.3 tons of Spanish bluefin tuna to Shenzhen, China, highlights the increasing economic cooperation between China and Spain, with the entire process taking less than 24 hours [1] - The bilateral trade between China and Spain has shown significant growth, with trade volume exceeding $50.032 billion, a year-on-year increase of 9.1% [2] - Spain's agricultural exports to China, including olive oil, ham, wine, and citrus fruits, are on the rise, making China a key market for Spanish agricultural products [2][3] Trade and Economic Cooperation - The efficiency of customs procedures in China has improved significantly, facilitating the entry of Spanish seafood and fruits into the Chinese market [2] - The China-Europe Railway Express has been operational since 2014, enhancing the cross-border flow of goods between Spain and China, particularly for Spanish wine and olive oil [2] - Various platforms, such as the China International Import Expo, have helped Spanish products gain visibility and expand in the Chinese market [3] Investment and Industry Collaboration - Chinese companies are increasingly investing in Spain, particularly in sectors like renewable energy, digital economy, and advanced manufacturing [6] - A joint venture between Chery and a Spanish company is set to produce electric vehicles in Barcelona, reflecting the growing presence of Chinese automotive brands in Spain [4] - The establishment of a lithium iron phosphate battery factory by CATL and Stellantis in Spain is expected to enhance the region's position in the European electric vehicle supply chain [5] Renewable Energy and Sustainability - China and Spain are collaborating on renewable energy projects, including a biofuel project in Spain that aims to produce low-carbon fuels [7] - The partnership in clean energy and technology is seen as beneficial for both countries, contributing to global energy transition efforts [8] - The cooperation in renewable energy not only promotes technological and capital flow between the two nations but also supports broader European and global green initiatives [8]

Core Viewpoint - The company emphasizes the bioenergy sector as its primary development direction, focusing on optimizing procurement and expanding market reach, particularly in non-EU markets [2][3]. Group 1: Business Strategy - The company is enhancing its procurement system by broadening its supplier base and strengthening domestic raw material sourcing while optimizing raw material procurement costs [2][3]. - Continuous improvement in production capacity and reduction of direct production costs are being achieved through technological innovation and equipment upgrades [2][3]. Group 2: Market Expansion - The company is actively developing sales strategies to seize external market opportunities, resulting in significant growth in sales in non-EU markets and a diversified customer structure [2][3]. Group 3: Performance Improvement - The company's operational performance is showing noticeable quarter-on-quarter improvement leading up to the third quarter of 2025, indicating the effectiveness of its management measures [2][3].

Group 1 - The article discusses tax exemption policies for specific agricultural products, including drip irrigation belts and pipes, as well as organic fertilizers, aimed at supporting the agricultural sector [5][12][19]. - Tax exemption for drip irrigation products has been in effect since July 1, 2007, allowing eligible taxpayers to sell these products without VAT [6][11]. - Organic fertilizers are exempt from VAT starting from June 1, 2008, covering various types of organic fertilizers, including organic, organic-inorganic mixed fertilizers, and biological organic fertilizers [15][17]. Group 2 - Taxpayers selling exempt drip irrigation products must issue ordinary invoices and cannot issue special VAT invoices [7]. - For organic fertilizers, similar invoicing rules apply, requiring ordinary invoices for sales [15]. - The article outlines the necessary documentation and procedures for taxpayers to apply for these tax exemptions, including the need to retain relevant proof for verification [9][16]. Group 3 - The article also highlights other tax exemption policies, such as the exemption of consumption tax for ethanol gasoline produced from purchased taxed gasoline, effective since January 1, 2009 [20]. - Another policy mentioned is the exemption of consumption tax for biodiesel produced from waste animal and plant oils, which has been in effect since January 1, 2009, provided certain conditions are met [23].