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海新能科:公司在催化剂和净化剂领域深耕近20年
Zheng Quan Ri Bao Wang· 2026-01-30 12:14
证券日报网讯1月30日,海新能科(300072)在互动平台回答投资者提问时表示,公司在催化剂和净化 剂领域深耕近20年,在技术研发、技术引进、工业化生产和市场营销方面形成了一定的竞争优势。公司 子公司沈阳三聚凯特负责相关能源净化产品的研发、生产和销售,并为能源化工企业提供成套净化工 艺、装备及成套服务,是中石化"三剂"协作网成员单位、中石化一级生产供应商。 ...
北京海新能源科技股份有限公司2024年年度报告摘要
Core Viewpoint - The company is focused on the bioenergy, catalytic purification materials, and specialty chemicals industries, with significant developments and challenges in each sector, particularly in biofuels and catalysts, driven by regulatory changes and market dynamics [5][10]. Group 1: Bioenergy Industry - The company's bioenergy business includes the production and sales of hydrocarbon-based biodiesel (HVO) and sustainable aviation fuel (SAF), which are closely linked to global decarbonization goals [5][6]. - The EU's Renewable Energy Directive (RED III) has increased the renewable energy target for 2030 from 21.78% to 45%, which is expected to boost biodiesel demand in Europe [6][7]. - The company is actively exploring non-EU markets due to the EU's anti-dumping measures affecting biodiesel exports, while SAF remains a key investment focus as it is not subject to these measures [6][8]. - The company has a biodiesel production capacity of 50,000 tons and is expanding its product structure to enhance competitiveness in various markets, including Japan and South Korea [8]. Group 2: Catalytic Purification Industry - The catalytic purification sector serves the petrochemical and coal chemical industries, with catalysts being essential for refining and chemical processes [9][10]. - The demand for catalysts is increasing due to the transition towards chemical production and the growth of modern coal chemical projects, as outlined in government plans [10][11]. - The company has over 20 years of experience in catalyst and purification agent development, holding a competitive edge in technology and market presence [12]. Group 3: Specialty Chemicals Industry - The specialty chemicals segment includes products like neopentyl glycol and LNG, with the latter playing a crucial role in clean energy transition [13][14]. - The domestic neopentyl glycol market is experiencing rapid capacity expansion, but demand growth is slowing due to macroeconomic factors, leading to increased industry pressure [13]. - LNG is becoming more abundant in China, with significant increases in import volumes and domestic production, although profitability is being squeezed by rising costs [14].