（编辑 王雪儿） 证券日报网讯 1月12日，海新能科在互动平台回答投资者提问时表示，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）。公司子公司山东三聚20万吨生物航煤（SAF）项目已于2025年5月投产，10月获批出口白名 单资质，正向客户稳定供应产品。目前公司生物航煤主要应用于民航领域，下游客户为国际、国内大型 能源供应商。 ...

业内人士称，中国石化是我国最早拥有SAF生产能力的企业，填补了国产SAF在国产机型上的应用空 白。中国航油则在SAF推广应用和生态构建等环节占据重要地位。两家企业重组后，将深度结合在SAF 等领域的科技研发、产业化能力、储运加注、国际贸易等优势，促进SAF研发、使用和持续迭代，推动 产业链高质量发展，助力航空业减排降碳。 根据国投证券，去年10月发改委将SAF纳入中央预算内投资支持范围；"十五五"规划建议提出"持续推 进化石能源安全可靠有序替代"；去年11月国务院白皮书提及"加大先进生物液体燃料、可持续航空燃料 等对传统燃油替代力度"；去年12月中国经济年会中表示今年要"扩大绿电应用，培育氢能、绿色燃料等 新增长点"。 据新华社报道，国务院国资委8日发布消息，经报国务院批准，中国石油化工集团有限公司与中国航空 油料集团有限公司实施重组。 据介绍，中国石油化工集团有限公司是上下游、产供销、内外贸一体化特大型能源化工集团公司，注册 资本3265亿元人民币中国航空油料集团有限公司原隶属于中国人民解放军空军，是亚洲最大的集航空油 品采购、运输、储存、检测、销售、加注于一体的航空运输服务保障企业。 招商证券指出，此前国 ...

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].