南财智讯1月27日电，海新能科发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润 为-45,000万元至-64,000万元，即净亏损4.50亿元—6.40亿元；预计2025年全年归属于上市公司股东的扣 除非经常性损益的净利润为-77,000万元至-54,000万元。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）。报告期内，公司环保材料及化工产品业务面临挑 战。受石油炼化及煤化工产业周期性调整影响，国内催化剂净化剂业务市场环境承压；同时，煤气清洁 利用（LNG）及新戊二醇行业阶段性 ...

海新能科公告，预计2025年度归属于上市公司股东的净利润为-6.4亿元至-4.5亿元，同比减亏。报告期 内，公司环保材料及化工产品业务面临挑战。受石油炼化及煤化工产业周期性调整影响，国内催化剂净 化剂业务市场环境承压；同时，煤气清洁利用（LNG）及新戊二醇行业阶段性产能扩张快于需求增 长，供需失衡加剧行业竞争。在上述因素综合影响下，该业务板块营业收入及净利润同比出现下滑。 ...

Financial Performance - The company achieved a revenue of 958 million CNY in Q3 2025, representing a year-on-year growth of 63.82% [2] - The net profit attributable to shareholders for Q3 2025 was 93.33 million CNY, with a total revenue of 1.942 billion CNY and a net profit of 57.95 million CNY for the first three quarters, marking a turnaround from losses [2][3] - Total liabilities significantly decreased, with a debt ratio of 29.81% as of September 2025, down from 38.99% at the end of 2024, a reduction of 9.18% [2] Operational Improvements - The company capitalized on the rising market for hydrocarbon-based biodiesel, leading to profitability primarily from the bioenergy sector [3] - Innovations in sales strategies and successful execution of long-term contracts with non-EU clients contributed to performance improvements [3] - Key operational metrics improved due to technological innovations and equipment upgrades, resulting in lower processing costs and enhanced risk resilience [3] Accounts Receivable Management - As of September 2025, accounts receivable stood at 503 million CNY, a decrease of 27 million CNY from the previous year [3] - Other receivables dropped to 181 million CNY, down 1.168 billion CNY from the previous year-end [3] - The company implemented measures such as enhanced credit tracking and legal actions to improve collection efficiency, optimizing its asset-liability structure [3] Market Trends and Future Outlook - The average offshore price of ARA SAF reached 2,854 USD/ton as of October 31, driven by regulatory policies and rising demand [4][5] - The company anticipates sustained high demand for SAF due to strengthened enforcement of blending mandates across various regions [5] - The company plans to actively explore domestic and international markets for biofuels, aiming for full production and sales of bioenergy products [5] Strategic Development Plans - Over the next three years, the company aims to focus on green development and technological innovation, aspiring to become a leading global green energy supplier [6] - The bioenergy sector will be the core strategic pillar, with a commitment to long-term investment and efficiency improvements [6] - Plans include enhancing the competitiveness of catalytic purification products and increasing R&D efforts in bioenergy and catalytic purification technologies [6]

Financial Performance - The company's net profit attributable to shareholders decreased by 89.15% year-on-year in the first half of 2025, attributed to internal management improvements and external market opportunities [2] - Significant reductions in processing costs and improved production indicators were achieved through technological innovation and equipment upgrades [2][3] - The average price of Argus FOB ARA low-congealing bio-diesel increased by 13.06% year-on-year, indicating a positive trend in bioenergy product pricing [3] Market Dynamics - SAF prices have been rising, with Argus FOB ARA prices reaching approximately $2,600 per ton due to enforced blending policies and rising raw material costs [4] - The EU has introduced subsidy plans to accelerate SAF adoption, which is expected to enhance demand and further drive price increases [4] Research and Development - The company aims to enhance production efficiency through practical innovation, focusing on raw material pre-treatment, catalyst development, and product diversification [5] - Collaboration with external universities and research institutions is emphasized to foster joint research and technology introduction [5] Future Development Strategy - The company plans to become a world-class green energy supplier and a leader in bioenergy technology innovation over the next three years [6] - Key strategic initiatives include enhancing bioenergy growth, improving catalyst purification product competitiveness, and maintaining high R&D investment levels [6] Bioenergy Sector Focus - The company is concentrating on the development and market promotion of biodiesel and bio-jet fuel, with a focus on process optimization and key customer development [6] - Efforts are being made to implement second-generation bioenergy applications domestically, contributing to national energy security and emissions reduction [6]