证券代码：300190 证券简称：维尔利 3、公司在天然气业务行业的市场开发策略？ 编号：2026-001 | 投资者关系活 | 分析师会议 □特定对象调研 □ | | --- | --- | | 动类别 □ | 媒体采访 □ 业绩说明会 | | □ | 新闻发布会 □ 路演活动 | | | □现场参观 √ 其他 （电话会议） | | 参与单位名称 | 融通基金 姚垚 汇丰晋信 韦钰 汇丰晋信 王家怡 国泰基金 | | 及人员姓名 | 谢泓材 光大宝德信 董旭 民生加银 汤思懿 华宝基金 居帧 | | | 紫金信托 魏宁伟 博时基金 陈牧涵 博时基金 金欣欣 申万证 | | | 券 莫龙庭 兴业证券 胡冰清 交银施罗德基金 庄彤芸 工银瑞 | | | 信基金 袁路欣 国中长城资产 刘志强 交银施罗德 刘鹏 安华 | | | 农业保险 张放 东方财富 周喆 中信证券 任丹 中银证券 徐 | | | 中良 东吴证券 袁理 陈孜文 田源 高熵基金 钟诚 华泰证券 | | | 王玮嘉 李雅琳 银华基金 杨丹 天弘基金 杜田野 华夏基金 | | | 艾邦妮 睿郡 丁晨霞 易方达 吴奇 银华基金 张玲 瑞众保险 | | ...

儋州全力破解项目建设中的堵点难点问题，冲刺一季度"开门红" 开在项目一线的"新春现场会" 2月25日一早，位于儋州工业园深儋合作区的锅圈国际食品产业园项目建设工地就繁忙起来。海南 锅圈国际食品有限公司总经理张秀萍早早来工地查看施工进展。 这些场景是儋州各级各部门强化要素供给、优化服务保障的生动缩影。春节假期后，儋州全市上下 各级各部门负责人深入重点项目建设现场和企业生产一线，通过"新春现场会"的形式，全力破解项目建 设中的堵点难点问题，以实打实的投资增量、产值增量冲刺一季度"开门红"。 记者在采访中看到，各重点项目和企业掀起早复工、快达产、抢订单热潮：海南思可源30万吨/年 生物能源项目正在进行设备安装施工，投产后将为生物能源产业链添上关键一环；海南星之海新材料有 限公司生产线高效平稳运行，产自遥远非洲大陆的锂精矿原料在洋浦变成了新能源汽车锂电池正极的重 要原料；环湾滨海新区港产城融合配套基础设施项目施工正酣，为区域融合发展疏通"筋骨"……一 幅"开年即开工、起步即冲刺"的奋斗图景在儋州洋浦这片热土上徐徐展开。（记者 吴心怡） "新年好！工人返岗率怎么样？全员复工有没有困难？"紧随张秀萍其后，儋州工业园管理委 ...

经济观察网 邦吉近期未公告具体即将发生的重大事件。以下为基于最新数据的相关动态总结。 以上内容基于公开资料整理，不构成投资建议。 业绩经营情况 股票近期走势 2026年1月10日，邦吉股价出现异动，单日上涨2.56%至100.01美元，成交额显著。最新财报显示，公司 营业收入221.53亿美元，净利润1.69亿美元，市盈率为11.28倍。机构评级中，92%的券商给予"买入"建 议。 2026年2月5日，邦吉发布2026财年盈利预期，调整后每股收益指引为7.50-8.00美元，低于华尔街预期。 同时，市场关注美国生物燃料政策进展，美国财政部已公布45Z税收抵免拟议规则，生物燃料掺混配额 最终规则预计于2026年3月公布，这可能对邦吉的农业及生物能源业务带来影响。 ...

（文章来源：每日经济新闻） 每经AI快讯，海新能科（300072.SZ）2月12日在投资者互动平台表示，公司主营业务为生物能源、催化 净化环保材料；公司核心发展方向是生物能源，主要产品是烃基生物柴油（HVO）、生物航煤 （SAF）。公司暂不涉及轻质原油稀释剂产品。 ...

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每日经济新闻 （记者 张明双） 每经AI快讯，海新能科（300072.SZ）2月12日在投资者互动平台表示，公司高凝生物柴油产能30万吨/ 年，20万吨生物航煤（SAF）项目正持续稳定生产，生物航煤收率约80%。如有扩产等重大投资事项， 公司将按规定及时履行信息披露义务。新增生物航煤产能白名单出口资质须经相关部门核定。海淀国资 控制下的其他企业目前未开展生物柴油及SAF业务。公司高度重视市值管理工作，始终以价值创造为核 心，持续提升内在价值与市场表现。 ...

格隆汇2月12日丨海新能科(300072.SZ)在互动平台表示，公司主营业务为生物能源、催化净化环保材 料；公司核心发展方向是生物能源，主要产品是烃基生物柴油（HVO）、生物航煤（SAF）。公司暂不 涉及轻质原油稀释剂产品。 ...

Core Viewpoint - The company is advancing its capital increase through a private placement and divesting inefficient assets, while its Sustainable Aviation Fuel (SAF) business has achieved scaled production and received export quotas [1]. Group 1: Capital Increase - The company is progressing with a private placement of shares for 2024, primarily aimed at upgrading product quality for the Shandong Sanju Bioenergy project and supplementing working capital [2]. - The resolution from the relevant shareholders' meeting has been extended until December 25, 2026, with future attention needed on regulatory approvals and implementation progress [2]. Group 2: Company Status - The company is working on the disposal of its subsidiary Sichuan Xinda to further focus on its core bioenergy business, with completion expected by the second quarter of 2026 [3]. Group 3: Business Operations - The subsidiary Shandong Sanju plans to conduct annual maintenance and replacement of materials in 2026, which has been incorporated into the overall production plan and is not expected to significantly impact annual capacity [4]. Group 4: Business Progress - The company's SAF products achieved stable production and sales at scale by October 2025 and have received export whitelist status and quotas, with long-term contracts with European clients being executed as planned [5]. Group 5: Corporate Structure and Governance - A board meeting is scheduled for February 6, 2026, to review internal governance documents such as the "Implementation Measures for Accountability of Violations in Business Investments," indicating potential operational strategy optimization under the new management [6].

Core Viewpoint - Rizhao is focusing on high-level openness to drive high-quality development, aiming for stable growth in foreign trade and improved foreign investment quality amidst a complex international economic environment [1] Group 1: Foreign Trade Performance - The total import and export value of Rizhao reached 130.03 billion yuan, with a year-on-year growth of 1.8%, while private enterprises accounted for 91.07 billion yuan, growing by 12.2% and representing 70% of the total [1] - The actual foreign investment utilized in the city was 11.9 million USD, with 7.725 million USD in the manufacturing sector, marking a 31.1 percentage point increase [1] Group 2: Export Growth Strategies - Rizhao is implementing strategies to stabilize foreign trade by building platforms and expanding orders, addressing urgent needs of enterprises [2] - Shandong Sanju Bioenergy Co., Ltd. experienced a remarkable 17.6% increase in export value, with a surge to 450 million yuan in the last two months of 2025, achieving 10.4 times the previous year's figure [2] Group 3: Service Platform Development - Rizhao has established a multi-layered service platform that effectively stimulates the vitality of foreign trade entities, organizing over 600 international market demand information and 15 promotional events in specific markets [3] - Nearly 20 activities were organized to enhance service platforms, including training for AEO enterprises and carbon tariff response [3] Group 4: Global Market Expansion - Rizhao organized over 360 enterprises to participate in more than 260 international exhibitions, facilitating face-to-face negotiations with foreign merchants from 42 countries, resulting in over 1 billion yuan in export value [4] - The city is focusing on building connections with Belt and Road countries and RCEP member states [4] Group 5: Product Export Growth - The export of "new three samples" products reached 390 million yuan, with a year-on-year growth of 31.4%, driven by companies like Blue Crystal Carbon and Huache Energy Technology [6] - Agricultural product exports remained robust, with 277 enterprises achieving export results totaling 8.43 billion yuan, a growth of 5.2% [6] Group 6: Trade Model Innovation - Rizhao launched a bonded trading business for soybeans, marking a significant shift in the trading model, enhancing efficiency and flexibility in commodity trade [7] - The new model allows for the integration of global resources, significantly improving the import system for bulk commodities [7] Group 7: Foreign Investment Strategies - Rizhao is optimizing foreign investment structure by accelerating the capital utilization of existing foreign enterprises and promoting diverse investment paths [8] - In 2025, 7.692 million USD of foreign investment was utilized through profit reinvestment and foreign debt conversion, showcasing strong confidence from foreign enterprises [8] Group 8: Major Foreign Investment Projects - Significant projects signed in 2025 include Century Sunshine's paper-to-plastic project with a total investment of 20.2 billion yuan, expected to generate annual sales of 16 billion yuan [9] - The successful implementation of these projects injects strong momentum into the city's industrial upgrade [9]

Group 1 - The company is advancing the disposal of low-efficiency assets, specifically focusing on the Sichuan Xinda project [1] - The company aims to concentrate on its core business in bioenergy [1]

Core Viewpoint - The company, Haineng Technology (海新能科), 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, with primary products being Hydrotreated Vegetable Oil (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]