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China Merchants: The SAF production projects in Europe and America are progressing continuously, and the advantages in raw materials will support the large-scale capacity construction in China.
Fuel refueling with SAF is a key measure for the Aviation industry's Eco-friendly Concept and emission reduction standards. The EU and other regions have proposed mandatory blending ratios for SAF, and the successive implementation of supportive policies is expected to drive a significant increase in SAF demand.
Haixin Energy Technology: 2024 Annual Results Forecast
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.
On December 23, Glonghui reported that Beijing Haixin Energy Technology (300072.SZ) stated on the investor interaction platform that the company's SAF has passed the ISCC CORSIA and ISCC-EU HEFA international certifications, allowing it to be sold in the EU; the HVO market is experiencing volatility in the biodiesel market due to the EU anti-dumping investigations and other uncertainties, leading to downward pressure on biodiesel prices in the short term, but the overall impact is limited; in the medium to long term, biodiesel has huge potential in carbon reduction and is firmly promoted by EU and US countries. The HVO produced by the company can further produce SAF, which is not subject to the EU anti-dumping tax.
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.
