（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。 ...

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每日经济新闻 （记者 张明双） 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，公司高凝生物柴油产能30万吨/ 年，20万吨生物航煤（SAF）项目正持续稳定生产，生物航煤收率约80%。如有扩产等重大投资事项， 公司将按规定及时履行信息披露义务。新增生物航煤产能白名单出口资质须经相关部门核定。海淀国资 控制下的其他企业目前未开展生物柴油及SAF业务。公司高度重视市值管理工作，始终以价值创造为核 心，持续提升内在价值与市场表现。 ...

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]

Investment Rating - The report maintains an "Outperform" rating for the environmental protection industry [2] Core Insights - The environmental protection industry is entering a significant performance period, with expectations for intensified carbon reduction efforts [1] - The year 2026 marks the transition from energy consumption control to carbon emission control, with substantial progress anticipated in carbon reduction initiatives [5] - The report highlights the importance of companies focusing on performance and increased dividends, with 61 environmental companies expected to release their 2025 performance forecasts [5] Summary by Sections 2025 Performance Forecast - 61 environmental companies have released performance forecasts, with 14 companies expecting significant positive growth, 4 companies experiencing declines, 8 companies turning losses into profits, and 35 companies reporting losses [12] - Notable performers include: - Anhui Instrument Technology: Expected net profit of 42-62 million CNY, a year-on-year increase of 191.52%-330.34% [12] - GaoNeng Environment: Expected net profit of 750-900 million CNY, a year-on-year increase of 55.66%-86.79% [12] - Yuehai Investment: Expected net profit growth of 43%, reaching nearly 4.5 billion HKD [13] Biodiesel and UCO Market - The average export price of UCO is expected to reach 7,742 CNY/ton in 2025, a year-on-year increase of 21.6% [19] - UCO export volume remains high, with a total of 2.7558 million tons exported in 2025, despite a 17% decline in biodiesel exports [19] - The price of UCO has shown a consistent upward trend, with the latest price reaching 1,075 USD/ton, a 9.1% increase from early 2025 [29] Policy and Market Tracking - The report tracks significant developments in carbon reduction policies, including the establishment of a dual control system for carbon emissions and energy consumption [33] - The carbon trading market has seen a total transaction volume of 862,100 tons, with a closing price of 79.00 CNY/ton as of January 30, 2026 [36] - Recent policies emphasize energy efficiency and carbon reduction in public institutions, aligning with the "14th Five-Year Plan" goals [38]

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]

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）。 格隆汇1月27日丨海新能科(300072.SZ)公布，预计2025年归属于上市公司股东的净利润-64,000万元 ～-45,000万元，比上年同期增长32.94%～52.85%，扣除非经常性损益后的净利润-77,000万元～-54,000 万元。 ...

证券日报网讯 1月23日，海新能科在互动平台回答投资者提问时表示，公司生物航煤（SAF）所需的异 构催化剂由公司全资子公司沈阳三聚凯特生产，其他SAF厂商未向公司采购相关催化剂。 （文章来源：证券日报） ...

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]