海新能科(300072) - 300072海新能科投资者关系活动记录表

Group 1: Company Overview and Recent Developments - Beijing Haineng Technology Co., Ltd. has obtained approval for 158,000 tons of bio-jet fuel export capacity, enhancing its international competitiveness and market expansion [2][3] - The company’s 200,000 tons/year bio-diesel isomerization project is operational, producing approximately 160,000 tons of bio-jet fuel annually [3][8] Group 2: Financial Performance - In the first half of 2025, the company reduced its losses by 89.15% year-on-year, with a positive trend continuing into the third quarter [4] - The company has successfully diversified its customer base and increased sales in non-EU markets, leading to significant growth in this segment [4] Group 3: Production and Cost Management - The company has improved key operational parameters of its Shandong Sanju project, achieving better performance than design specifications and reducing processing costs [4] - Through refined management and strategic supplier partnerships, the company has lowered sales, management, and financial expenses year-on-year [4] Group 4: Market Trends and Pricing - Recent prices for Sustainable Aviation Fuel (SAF) have risen to approximately $2,700 per ton due to increased demand and regulatory support from the EU [5][6] - The EU has implemented subsidy programs to encourage SAF procurement, which is expected to sustain high industry demand [6] Group 5: Future Development Plans - The company aims to become a world-class green energy supplier and a leader in bio-energy technology over the next three years, focusing on core business growth and innovation [7] - Strategic initiatives include enhancing bio-energy production, improving supply chain management, and expanding market share in catalyst purification products [7] Group 6: Production Capacity and Certifications - The company’s existing bio-jet fuel capacity is 50,000 tons, with an additional 160,000 tons/year expected from the new project [8] - The bio-jet fuel products have received certifications from the Civil Aviation Administration of China and international standards [8]