Group 1: Company Overview and Recent Developments - Beijing Hai New Energy Technology Co., Ltd. has launched a 200,000 tons/year biodiesel isomerization project in Shandong, which commenced production in May 2025 after a successful handover on April 23, 2025 [2][3] - The company has supplied aviation biofuel to China National Aviation Fuel Group and is actively developing its customer base to leverage domestic and international policy opportunities [2][3] Group 2: Production Capacity and Future Plans - The current SAF (Sustainable Aviation Fuel) production capacity is 50,000 tons/year, with the new project increasing total capacity to 190,000 tons/year [3] - The company aims to become a world-class green energy supplier and a leader in bioenergy technology innovation over the next three years, focusing on core business growth and technological advancements [4][6] Group 3: Financial Performance and Risk Management - In Q1 2025, the company recorded a credit impairment provision of over 65 million, but through effective collection efforts, it recovered a significant amount, positively impacting net profit [6] - The company has established a stable and diversified raw material supply chain and is pursuing strategic partnerships to mitigate potential raw material shortages [6]
海新能科(300072) - 2025年6月6日投资者关系活动记录表