海新能科(300072) - 2026年3月5日投资者关系活动记录表

Group 1: Business Progress and Orders - Since Q4 2025, the company has made significant progress in its bioenergy business, including approval for bio-jet fuel export whitelist and successful certification from the Roundtable on Sustainable Biomaterials (RSB) [2] - The company has maintained high overall sales volume and production schedules, with new SAF orders signed while fulfilling existing HVO orders [3] - As of March 3, 2026, the HVO FOB ARA price was $3,027 per ton, reflecting a sustained high price level since Q4 2025 [3] Group 2: Regulatory Impact and Market Trends - The EU's cancellation of the advanced biofuel double-counting policy is expected to increase HVO market demand and drive prices higher [4] - The EU's SAF mandatory blending regulations, effective from January 2025, have led to increased compliance efforts from airlines, positively impacting SAF sales [4] - SAF prices have rebounded from approximately $2,100 per ton at the beginning of 2026 to $2,633 per ton by March 3, 2026, due to strengthened policy enforcement in the EU and Asia [5] Group 3: Future Plans and Strategic Focus - The company aims to produce 200,000 tons of bio-jet fuel (SAF) annually, with a product yield of approximately 80% [6] - Future strategies focus on green development, technological innovation, and becoming a leading green energy supplier and bioenergy innovator [6] - The bioenergy sector is identified as a core strategic pillar for the company, emphasizing the growth of biodiesel and bio-jet fuel technology and market promotion [6]