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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.
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.
