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。 ...

Group 1 - The chemical products sector increased by 0.83% on January 22, with Qiaoyuan Co. leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - Qiaoyuan Co. saw a significant rise of 19.99%, closing at 65.12, with a trading volume of 96,300 shares and a transaction value of 596 million [1] Group 2 - The chemical products sector experienced a net outflow of 1.185 billion in main funds, while retail investors saw a net inflow of 762 million [2] - The top gainers in the sector included Zhuo Ke New Energy, which rose by 8.98% to close at 84.01, and ST Quantai, which increased by 6.95% to close at 5.85 [1][2] - Conversely, the sector also had notable losers, such as Junan Co., which fell by 8.16% to close at 57.43, and Cangzhou Dahua, which decreased by 7.98% to close at 17.76 [2]

SAF Industry Analysis: Super Cycle Driven by Supply-Demand Mismatch Industry Overview - The SAF (Sustainable Aviation Fuel) industry is experiencing a significant shift from "policy-driven" to "hard gap-driven" dynamics, particularly influenced by the upcoming EU ReFuelEU Aviation regulation set to take effect in 2025, which mandates the incorporation of 2%, 5%, and 70% sustainable aviation fuel in aviation fuel by 2025, 2030, and 2035 respectively, translating to a demand of 140 million, 350 million, and 5000 million tons [1][2] Key Insights - The price of SAF has surged over 50% throughout the year due to supply chain disruptions, leading to a significant widening of the price gap with upstream raw material UCO (Used Cooking Oil) [1] - Despite a potential decline in short-term demand post-2026, the UK’s blending target of 3.6% and Singapore's taxation policies are expected to support ongoing demand, with global production capacity estimated at 4-5 million tons, and an effective capacity of 2.4 million tons, which still falls short of the global demand of 2.8 million tons (Europe 1.8 million + USA 600,000 + South Korea and China 400,000) [1] Profit Distribution in the Industry - The industry logic has shifted from mere policy expectations to the realization of excess profits driven by scarce refining capacity [2] - Companies with existing or upcoming SAF production capacity are positioned to enjoy the highest processing profits, while those with compliant and traceable UCO resources will benefit from compliance premiums amid global trade barriers [2] Major SAF Suppliers and Capacities - Key SAF suppliers and their production capacities include: - Jiaao Environmental: 370,000 tons (with an additional 500,000 tons under construction) - Longkun Environment: 170,000 tons (planning to expand to 420,000 tons) - Sinopec: Zhenhai Refining 100,000 tons - Haineng Energy: Shandong Sanju 50,000 tons - Overseas Neste: over 500,000 tons - Unlisted Junheng Biological: 200,000 tons - Yigao Environmental: 200,000 tons [2]

Core Viewpoint - The stock price of Haineng Technology has experienced fluctuations, with a recent decline of 2.20% on January 15, 2025, while the company has shown a year-to-date increase of 6.30% [1][2]. Company Overview - Haineng Technology, established on June 3, 1997, and listed on April 27, 2010, is located in Haidian District, Beijing. The company specializes in the research, production, and sales of environmentally friendly new materials and chemical products, as well as services related to fossil energy, ecological agriculture, green energy, and oil and gas facilities [2]. - The main revenue sources for Haineng Technology are: 50.98% from environmental materials and chemical products, 48.51% from hydrocarbon-based biodiesel, and 0.51% from other sources [2]. Financial Performance - For the period from January to September 2025, Haineng Technology reported a revenue of 1.942 billion yuan, reflecting a year-on-year growth of 5.60%. The net profit attributable to the parent company was 57.9511 million yuan, marking a significant increase of 109.15% [2]. - The company has distributed a total of 863 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Shareholder Information - As of January 9, 2025, Haineng Technology had 64,200 shareholders, an increase of 13.67% from the previous period. The average number of circulating shares per shareholder decreased by 12.03% to 36,337 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 13.9836 million shares, a decrease of 781,600 shares compared to the previous period [3].

Core Viewpoint - The company, Hainan Xinneng Technology Co., Ltd., has confirmed that it is not currently utilizing external processing plants for the production of hydrocarbon biodiesel due to capacity enhancements at its subsidiaries [1]. Group 1 - The company has signed a processing contract with Shandong Fengjia Biological, but it is not executing any external processing contracts at this time [1]. - Hainan Xinneng Technology stated that its subsidiaries, Shandong Sanju and Hainan Huanyu, have improved their production capacities, eliminating the need for outsourcing [1]. - The company indicated that it may still consider outsourcing production based on future orders and the capacity utilization of partner enterprises [1].

（文章来源：证券日报） 证券日报网讯 1月13日，海新能科发布公告称，公司已完成法定代表人工商变更登记，法定代表人由孟 强变更为祝贺，并获北京市海淀区市场监督管理局换发营业执照，注册资本234972.0302万元，住所位 于北京市海淀区西四环北路63号馨雅大厦二层299。 ...

关于完成法定代表人变更暨工商变更登记完成的公 告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 北京海新能源科技股份有限公司 证券代码：300072 证券简称：海新能科 公告编号：2026-001 北京海新能源科技股份有限公司 2、统一社会信用代码：91110000633025574Y 3、类型：其他股份有限公司（上市） 4、法定代表人：祝贺 5、注册资本：234972.0302万元 6、成立日期：1997年06月03日 7、住所：北京市海淀区西四环北路63号馨雅大厦二层299 北京海新能源科技股份有限公司 8、经营范围：许可项目：建设工程施工。（依法须经批准的项目，经相关 部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为 准）一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推 广；非食用植物油加工；生物基材料制造；工业用动物油脂化学品制造；化工产 品生产（不含许可类化工产品）；专用化学产品制造（不含危险化学品）；化工 产品销售（不含许可类化工产品）；润滑油加工、制造（不含危险化学品）；石 油制品制造（不含危险化学品）； ...

（文章来源：证券日报） 证券日报网讯 1月12日，海新能科在互动平台回答投资者提问时表示，截至2026年1月9日公司股东人数 为64158户。 ...

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]

证券日报网讯 1月12日，海新能科（300072）在互动平台回答投资者提问时表示，公司第六届董事会第 二十九次会议、2025年第四次临时股东会已审议通过定增相关事项，具体内容详见公司相关公告。公司 将继续推进相关工作，如有相关进展，公司将按规定及时履行信息披露义务。 ...