（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。 ...

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 - Company is focusing on the development of bioenergy and catalytic purification materials, with a core emphasis on high-value utilization of waste oils, particularly in the production of hydrocarbon-based biodiesel (HVO) and sustainable aviation fuel (SAF) [2][3] Group 1: Company Performance and Strategy - As of January 30, 2026, the company's stock closed at 4.75 yuan, down 6.86%, with a turnover rate of 4.7% and a trading volume of 1.0951 million shares, amounting to a transaction value of 528 million yuan [1] - The company has begun large-scale stable production and sales of SAF products since October 2025, indicating a strategic move towards expanding its bioenergy segment [2] - The company plans to accelerate the divestment of low-efficiency assets and focus on strengthening its core bioenergy business while maintaining a meticulous approach in the catalytic purification sector [3] Group 2: Production and Capacity - The company’s subsidiary, Shandong Sanju Biodiesel (HVO), is currently operating at a high production load, indicating strong operational performance [2][3] - A planned maintenance and catalyst replacement for the Shandong aviation fuel project in 2026 is part of the annual production schedule and is not expected to impact overall production capacity for the year [4] Group 3: Financial Outlook and Market Position - The company is actively working on the disposal of its subsidiary Sichuan Xinda, which is expected to incur losses in 2025, as part of its strategy to focus on the bioenergy main business [3] - Recent trading data shows a net outflow of 85.0646 million yuan from major funds, while retail and speculative funds experienced net inflows of 45.593 million yuan and 39.4716 million yuan, respectively, reflecting mixed market sentiment [5]

格隆汇1月30日丨海新能科(300072.SZ)在投资者互动平台表示，公司主营业务涵盖生物能源与催化净化 环保材料两大领域，其中生物能源板块作为核心发展方向，专注于以废弃油脂为原料的高值化利用，主 要产品为烃基生物柴油（HVO）及生物航煤（SAF）。公司SAF产品已于2025年10月开始规模化稳定生 产与销售。 ...

Core Viewpoint - The company 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, primarily producing hydrocarbon-based biodiesel (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]

Group 1 - The company, Haineng Technology, focuses on bioenergy and catalytic purification environmental materials as its main business [2] - The core development direction of the company is bioenergy, with key products including hydrocarbon-based biodiesel (HVO) and sustainable aviation fuel (SAF) [2] - In the hydrogen and ammonia business, the company offers products such as hydrogen catalysts, deoxidizers, and ammonia synthesis catalysts [2]

证券之星消息，海新能科(300072)01月23日在投资者关系平台上答复投资者关心的问题。 投资者提问：董秘您好，看到贵公司前期布局的的清洁能源已经投产，经营状况逐步转好，作为我们这 样长期坚守的小股东很是欣慰。请问贵公司在生物能源方面，公司核心产品烃基生物柴油（HVO） 和 生物航煤（SAF）在行业中算第几梯队？公司未来发展重点是什么？ 海新能科回复：您好，公司是国内最早进入烃基生物柴油、生物航煤产业的上市公司，产能位居行业前 列。公司生物航煤产品已通过中国民用航空局的适航审定及ISCC CORSIA及ISCC-EU下HEFA 国际认 证，且已获得SAF出口白名单资格。公司一直专注于生物柴油、生物航煤的技术研发、生产、市场推 广，未来公司将继续深耕生物能源主业，做强做优核心运营资产，推动自身高质量发展。谢谢您的关 注！ 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Core Viewpoint - The company focuses on bioenergy and catalytic purification environmental materials, with a core development direction in bioenergy, primarily producing hydrocarbon-based biodiesel (HVO) and sustainable aviation fuel (SAF) [1] Group 1: Business Overview - The company's main business includes bioenergy and catalytic purification environmental materials [1] - The primary products are hydrocarbon-based biodiesel (HVO) and sustainable aviation fuel (SAF) [1] Group 2: Project Development - The subsidiary Shandong Sanju's 200,000-ton SAF project is set to commence production in May 2025 [1] - The project received approval for export whitelist qualification in October [1] Group 3: Market Application - The company's SAF is mainly applied in the civil aviation sector, with downstream customers being large international and domestic energy suppliers [1]

Group 1 - The restructuring of China Petroleum & Chemical Corporation (Sinopec) and China Aviation Oil Group aims to enhance their capabilities in sustainable aviation fuel (SAF) production and application, promoting high-quality development in the aviation industry [1][2] - Sinopec is recognized as one of the earliest companies in China to have SAF production capabilities, filling a gap in the domestic application of SAF in local aircraft [2] - The merger will leverage the strengths of both companies in technology research and development, industrialization, storage, transportation, and international trade related to SAF, facilitating its research, usage, and continuous iteration [2][3] Group 2 - The Chinese government has included SAF in its central budget investment support scope, indicating a strong policy backing for the development of sustainable aviation fuels [2] - The aviation industry is identified as a challenging sector for emissions reduction, with SAF being the only commercial tool available to significantly lower carbon emissions from air travel, potentially reducing emissions by up to 85% without requiring modifications to aircraft or airport infrastructure [2] - The International Air Transport Association (IATA) predicts that SAF will contribute approximately 62% of the carbon reduction needed for achieving net-zero emissions in aviation by 2050 [2] Group 3 - The European Union has allocated €1.6 billion in subsidies for airlines to promote SAF application, alongside clear blending directives, which are key demand stimulants for SAF [3] - Four domestic companies have received approval for a total production capacity of 116,000 tons of bio-jet fuel for export, indicating a growing domestic capacity for SAF production [3] - With increasing policy support from various countries, SAF is expected to experience a wave of large-scale development [3] Group 4 - Hai Xin Energy Technology, a company under the Beijing State-owned Assets Supervision and Administration Commission, focuses on bioenergy and has recently received approval for its bio-jet fuel "white list" for 2026 [4] - Fengbei Bio is one of the few companies capable of producing industrial-grade blended oils that meet SAF requirements, primarily supplying raw materials to SAF producers for further processing [4]

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].