【国富期货早间看点】USDA美豆当周出口检验799,042吨符合预期 CONAB巴西大豆播种率达78% 20251125 国富研究 国富研究 2025年11月25日 07:41 上海 01 隔夜行情 | | 收盘价 | 上日涨跌幅(%) | 隔夜涨跌幅(%) | | --- | --- | --- | --- | | 马棕油02(BMD) | 4063.00 | -0. 32 | 0. 20 | | 布伦特02(ICE) | 62.73 | 1.36 | 1. 31 | | 美原油01(NYMEX) | 58. 89 | 1.57 | 1. 39 | | 美豆01(CBOT) | 1121.25 | -0. 47 | -0. 38 | | 美豆粕01(CBOT) | 317.90 | -0. 59 | -0. 38 | | 美豆油01(CBOT) | 50. 48 | -0.26 | 0. 74 | | | 最新价 | 涨跌幅(%) 十日涨跌幅 | | --- | --- | --- | | 美元指数 | 100. 17 | 0. 02 | | 人民币(CNY/USD) | 7. 0847 | -0. 04 ...

来源：市场资讯 有投资者在互动平台向朗坤科技提问："公司的第一大客户是中国石油，我看到新闻该公司未来将扩产 10万吨/年可持续航空燃料（SAF）项目，公司有供货这些项目吗？" 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 针对上述提问，朗坤科技回应称："尊敬的投资者，您好！目前，关于中国石油 10 万吨 / 年可持续航空 燃料（SAF）项目，公司暂未与对方就该项目达成供货合作。感谢您的关注！" ...

朗坤科技（301305.SZ）11月25日在投资者互动平台表示，目前，针对中国石油10万吨/年可持续航空燃 料（SAF）项目，公司暂未与对方就该项目达成供货合作。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司的第一大客户是中国石油，我看到新闻称该公司 未来将扩产10万吨/年可持续航空燃料（SAF）项目，公司有向该项目供货吗？ ...

Core Points - The "2025 (Fifth) Non-Grain Biomass High-Value Utilization Forum" will be held from November 27-29, 2025, in Hangzhou, Zhejiang, focusing on innovations and commercialization in the non-grain biomass sector [2] - The forum aims to promote large-scale applications of non-grain biomass utilization to support carbon neutrality goals [2] Event Details - The forum will feature nearly 50 presentations discussing key strategic areas such as green pretreatment of biomass, non-grain sugars, biomass-based chemicals and materials, and biomass energy including methanol, fuel ethanol, biogas, and sustainable aviation fuel (SAF) [2] - Registration and check-in will occur on November 27 from 12:00 to 20:00, with various activities scheduled throughout the event [4][9] Organizing Institutions - The forum is co-hosted by DT New Materials and the National Key Laboratory of Biomass Transportation Fuel Technology, with notable figures from various academic and research institutions involved [8][6] Agenda Highlights - The agenda includes a youth forum on non-grain biomass innovations, a SAF industry exchange meeting, and thematic forums on biomass chemicals, materials, and energy [9][30] - Keynote speakers include prominent researchers and industry leaders discussing advancements in biomass utilization and sustainable fuel technologies [23][30] Supporting Units - The event is supported by several academic institutions and associations, including Zhejiang University and various research laboratories focused on biomass materials and technologies [8][6]

第五届非N粮F生UC物o质n高2值0化25利用论坛 聚四海群贤，助非粮启 " 杭 " 11月27-29日， 浙 江 · 杭 州 聚焦非粮生物基领域创新科研成果和商业化可行性， " 202 5 （第 五 届）非粮生物质高值化利用论坛 （ NFUCon 2025 ） " 将于 202 5 年 1 1 月 27- 29 日 在 浙 江 ·杭州拱墅开元名庭酒店(万达广场店) 举 办 ，由 DT新材料 与 生物基运输燃料技术全国重点实验室 共同主办 。 论坛 汇集近 50 场报告 探讨 生物质绿色预处理、非粮糖、生物质基化学品和材料、生物质能（甲醇、燃料乙醇、生物沼气、可持续航空燃料（ SAF）） 等 重 要战略方向的最新科技成果和产业化实践案例，共同推动非粮生物质利用大规模应用，助力实现双碳目标。 01 参会通知 注册/签到 11月27日 ：12:00-20:00 （*注：参加闭门会的嘉宾、青年论坛的参会者请提前注册/签到） ； 11月28日 ：8:30-12:00 签到领取： 会议手册、 参会证、餐饮券等。 论坛地址 杭州拱墅开元名庭酒店 (万达广场店) 杭州市拱墅区石祥路389号 （ 请 点击 下方跳转 ） 交通 ...

NESTE预计在2025年4季度对鹿特丹工厂、12月对新加坡工厂均进行为期6周的检修。虽然近期我国SAF 出口白名单企业新增了三家，但从能出口到实现销售仍需要一段时间。截至10月，英国SAF添加比例为 1.6%，较2%的添加目标仍有差距。因此随着年底欧盟、英国对其2%的SAF添加比例进行核查, SAF供需 持续偏紧。新加坡民航局宣布自2026年4月起对所有从新加坡出发的航班乘客与货运征收"可持续航空燃 料(SAF)附加费"，并设立2026年SAF添加1%、2030年添加3%-5%的目标。 2026年，欧盟将逐步执行RED III法案，多数欧盟生产商可能会选择优先考虑生产HVO而不是SAF。中 国SAF成本优势显著，竞争力充足。进入2027年CORSIA要求成员国家强制推出SAF掺混比例，2050年 实现航空业净零排放。目前全球航空煤油需求3亿吨，假设2027年全球平均添加1%的SAF，再考虑欧 盟、英国添加2%的SAF，2027年SAF全球需求将达到300-400万吨。IATA预计2050年SAF全球需求达到4 亿吨。 生物柴油：欧盟可再生能源法案III执行及船燃加注增加，需求有望持续增加 智通财经APP获悉 ...

（文章来源：每日经济新闻） 国信证券指出，欧盟通过《ReFuelEU航空法规》强制规定自2025年起航空燃油需混掺2%的可持续航空 燃料（SAF），远期目标为2050年掺混比例达70%。IATA预计SAF需求量将从2024年的100万吨大幅提 升至2030年的1800万吨，2050年达3.50亿吨。由于SAF成本高于传统航煤，航空公司采购意愿偏低，但 欧盟未放宽添加标准，推动下半年SAF价格快速上涨，中国高端SAF价格较年初上涨47.22%。欧盟近期 通过《可持续交通投资计划》，未来两年投入至少33亿欧元支持可再生燃料产业链，并计划至2035年累 计投资1000亿欧元以满足航空和航运减排目标。当前SAF原料（地沟油）稀缺，叠加政策强制需求，行 业高景气有望持续。国际头部企业Neste三季度可再生燃料板块利润同比增长超150%，反映行业盈利显 著改善。 化工龙头ETF（516220）跟踪的是细分化工指数（000813），该指数聚焦于中国化工行业中的细分领 域，涵盖化学原料、化学品制造等多个子行业。成分股主要为在各自领域内具有代表性的企业，以反映 化工行业整体表现及发展趋势。该指数旨在捕捉行业内具有成长潜力和创新 ...

欧盟需求刺激下，SAF 价格持续上涨 【】【】[Table_Industry] 环保周报 [Table_ReportDate] 2025 年 11 月 16 日 15666646523.tcy 证券研究报告 行业研究——周报 [Table_ReportType] 行业周报 [Table_StockAndRank] 环保 投资评级 看好 上次评级 看好 郭雪环保联席首席分析师 执业编号：S1500525030002 邮箱：guoxue@cindasc.com 吴柏莹环保行业分析师 化工行业： 执业编号：S1500524100001 邮箱：wuboying@cindasc.com 信达证券股份有限公司 CINDASECURITIESCO.，LTD 北京市西城区宣武门西大街甲127号金隅大厦 B座 邮编：100031 [Table_Title] 欧盟需求刺激下，SAF 价格持续上涨 2025 年 11 月 16 日 本期内容提要: 请阅读最后一页免责声明及信息披露 http://www.cindasc.com 2 [Table_Author] [Table_Summary] [Table_Summary] ➢ 行情 ...

Core Viewpoint - The "NFUCon 2025" forum will focus on innovations and commercial viability in the non-grain biomass sector, aiming to promote large-scale applications of non-grain biomass and support carbon neutrality goals [3][4]. Organization and Support - The forum is co-hosted by DT New Materials and the National Key Laboratory of Bio-based Transportation Fuel Technology, with key figures from various academic and research institutions involved [4]. - Supporting institutions include Zhejiang University and several local government and industry associations [4]. Forum Schedule - The event will take place from November 27 to 29, 2025, in Hangzhou, Zhejiang [2][3]. - The agenda includes keynote speeches, special reports, and thematic forums focusing on biomass utilization innovations, non-grain biomass chemical products, and energy applications [6][16][24]. Key Topics and Presentations - Topics will cover biomass green pretreatment, non-grain sugars, bio-based chemicals, and sustainable aviation fuel (SAF) [3][4]. - Notable presentations include innovative processes for producing bio-based chemicals and materials, as well as discussions on the development of SAF [7][18][21]. Special Activities - A special session on SAF will invite over 20 industry representatives to discuss trends, technology routes, and sustainable certification [14]. - The forum will also feature a technology showcase for innovative biomass utilization projects with commercial potential [28]. Participation and Networking - The forum encourages participation from government, academia, and industry to foster collaboration and knowledge exchange [3][4]. - Registration is open for those interested in presenting or showcasing their projects [50].

Core Viewpoint - The "2025 (Fifth) Non-Grain Biomass High-Value Utilization Forum" aims to focus on innovations and commercialization in the non-grain biomass sector, promoting large-scale applications to achieve carbon neutrality goals [2]. Group 1: Event Overview - The forum will be held from November 27 to 29, 2025, in Hangzhou, Zhejiang, with the theme "Gathering Talents from All Directions, Assisting Non-Grain Initiatives" [2]. - It is co-hosted by DT New Materials and the National Key Laboratory of Bio-based Transportation Fuel Technology [3]. Group 2: Key Topics and Activities - The forum will cover important strategic directions such as biomass green pretreatment, non-grain sugars, bio-based chemicals and materials, and biomass energy including methanol, fuel ethanol, biogas, and sustainable aviation fuel (SAF) [2]. - Special activities include a Youth Forum focusing on innovative achievements in the non-grain industry and an SAF industry exchange meeting [5][18]. Group 3: Agenda Highlights - The agenda includes various thematic forums on non-grain bio-based chemicals and materials, as well as biomass energy, with multiple specialized sessions scheduled [5][22][25]. - Notable speakers include academicians and industry leaders from prestigious institutions, discussing advancements in biomass conversion and applications [20][22][27]. Group 4: Supporting Organizations - The forum is supported by several academic and research institutions, including Zhejiang University and the Chinese Academy of Sciences, highlighting the collaborative nature of the event [3][4]. Group 5: Participation and Networking - The forum will facilitate technology transfer and networking opportunities through a showcase of innovative projects and results in the biomass utilization field [30]. - Participants can register for the forum and related activities, including the concurrent Fourth Green Composite Materials Forum [52].