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海新能科(300072.SZ):公司SAF已通过ISCC CORSIA及ISCC-EU下HEFA国际认证 可在欧盟销售

Beijing Haixin Energy Technology (300072.SZ): The company's SAF has passed the international certifications ISCC CORSIA and ISCC-EU under HEFA and can be sold in the European Union.

Gelonghui Finance ·  Dec 23, 2024 14:55

On December 23, Credit Suisse reported that Beijing Haixin Energy Technology (300072.SZ) indicated on the investor interaction platform that the company’s SAF has passed the ISCC CORSIA and ISCC-EU HEFA international certification, allowing it to be sold in the EU; the HVO market is experiencing volatility in the biodiesel market due to uncertainties such as the EU's anti-dumping investigations, putting pressure on biodiesel prices in the short term, but the overall impact is limited; in the medium to long term, biodiesel has significant potential for carbon reduction and is the unwavering direction pursued by the USA and Europe, the HVO produced by the company can further be processed into SAF, which is not subject to the EU's anti-dumping tax. The EU ReFuelEU directive requires that starting January 1, 2025, sustainable aviation fuel (SAF) must be added to aircraft fuel at EU airports, with addition ratios of 2% in 2025, 6% in 2030, 20% in 2035, 34% in 2040, 42% in 2045, and reaching 70% by 2050. As the proportion of EU bio-jet fuel increases, demand is expected to continue rising.

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