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gf sec: The scarce nature of SAF raw materials is enhanced, and companies that control the supply of raw materials may have dominance.
Companies that process food waste oils and those with refining technology will be the beneficiaries of this biodiesel upcycle.
Beijing Haixin Energy Technology (300072.SZ): current SAF production capacity is 0.05 million tons.
On November 29, Geelong Hui coming | Beijing Haixin Energy Technology (300072.SZ) stated on the investor interaction platform that the company's existing SAF production capacity is 0.05 million tons, and has passed the airworthiness approval of China Civil Aviation Administration and ISCC CORSIA and ISCC-EU under HEFA international certification; Shandong Sanju 0.2 million tons/year biodiesel isomerization project is expected to be put into operation in the second quarter of next year, with an annual increase of approximately 0.2 million tons of products such as bio-coal after the project is put into operation. According to Longzhong News, SAF prices have been on the rise recently.
Debon Securities: Domestic policies intensively stimulate the release of SAF demand, and SAF prices in the external market rise.
The production of qualified SAF products by multiple companies and the acquisition of airworthiness certification may signify the continuous consolidation of the pilot promotion and application foundation of domestic bio-aviation fuel, confirming the overall accelerated development trend of the SAF industry in the country.
Beijing Haixin Energy Technology (300072.SZ): will establish a bio-energy independent raw material supply system, and reach strategic cooperation with large-scale kitchen waste treatment enterprises and waste oil recovery enterprises.
On November 20, Gelonghui reported that beijing haixin energy technology (300072.SZ) stated on its investor interaction platform that the company will build an autonomous raw material supply system for bioenergy, forming strategic partnerships with large-scale kitchen waste processing enterprises and waste oil recycling companies; continuously optimizing pretreatment technology for domestic acid oils and discarded animal fats, carrying out raw material processing, logistics, and targeted supply, completing raw material adaptation testing and resource channel reserves; exploring innovative raw material types such as cottonseed oil and oil-containing plants.
Beijing Haixin Energy Technology (300072.SZ): A controlling subsidiary shandong sanju passed the airworthiness certification.
Gelonghui November 5th | Beijing Haixin Energy Technology (300072.SZ) announced that its holding subsidiary Shandong Sanju Bio-energy Co., Ltd. (referred to as "Shandong Sanju") recently obtained the Technical Standard Approval Document (number: CTSOA0308) issued by the Civil Aviation Administration of China. After review and confirmation by the Civil Aviation Administration of China, the quality system of Shandong Sanju complies with the provisions of CCAR-21; the sustainable aviation fuel HEFA-SPK produced meets the requirements of CCAR-21, and it is approved to be marked in accordance with the relevant CTSO regulations.
Featured Announcements from Gelunhui | Muyuan Foods: Sales revenue of 13.423 billion yuan for pork in October; Zhejiang Guyuelongshan Shaoxing Wine: Controlling shareholder intends to increase shareholding of company's shares by 0.1 billion yuan to -0.15
[Company Business Data] Henan Mingtai Al. Industrial (601677.SH): In October, sales of aluminum sheets and foils were 0.1188 million tons. Muyuan Foods (002714.SZ): In October, sales of live pigs generated revenues of 13.423 billion yuan. Jiangling Motors Corporation (000550.SZ): Total sales in October were 3.08 million vehicles, a year-on-year increase of 22.27%. [Project Investment] Cofco Biotechnology (000930.SZ): Planning to upgrade the thermal power system and supporting facilities of Cofco Biochemical Energy (Princess City) Co., Ltd. Cofco Biotechnology (000930.SZ): Planning to upgrade the thermal power system of Cofco Biochemical Energy (Yushu) Co., Ltd.
