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gf sec: The scarcity of SAF raw materials enhances, and companies that master the supply of raw materials and solid waste may have the dominant power.
Companies that process food waste oils and those with refining technology will be the beneficiaries of this biodiesel upcycle.
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.
A-share biomass energy concept stocks rise, with penyao environmental protection and several other stocks hitting the limit up.
Gelonghui, November 28|Penyao Environmental Protection, Longyan Zhuoyue New Energy, Zhejiang Jiaao Enprotech Stock, Shandong High Speed Renewable Energy hit their upper price limits, Beijing Haixin Energy Technology approached its upper price limit, and Xiong'an New Power Technology, Guangzhou Devotion Thermal Technology, saw significant gains. According to data from China Securities Co., Ltd., after the announcement on November 15 by two ministries to cancel the tax rebate on recycled waste edible oil (UCO) (original tax rate 13%), overseas factories faced cost pressures and force majeure such as fires, causing the price of European biodiesel (SAF) to rise from $1,800/ton to $2,284/ton, significantly improving profitability in the industry.
Express News | Zhejiang Jiaao Enprotech Stock: The stock price has recently experienced a significant increase, which may indicate the risk of a subsequent decline in the short term.
Zhejiang jiaao enprotech stock (603822.SH) alerts about risks: The jiangsu lianyungang port project is still in the debugging phase and has not yet officially commenced production.
Zhejiang Jiaao Enprotech Stock (603822.SH) announced that on November 25, 2024, the company's stocks once again hit the daily limit...
Zhejiang Jiaao Enprotech Stock (603822.SH): The holding subsidiary, Jiangsu Lianyungang Port Jiaao, produces qualified products.
On November 21, Geelong Holdings announced that its holding subsidiary, jiangsu lianyungang port jiaao new energy fund Co., Ltd., has recently successfully completed the feed for the biojet fuel project in the Linyang Industry Zone of Guanyun County, Lianyungang City, and has now produced qualified products that meet the product standards. The core product of the jiangsu lianyungang port jiaao project is biojet fuel, which, as an outstanding representative of sustainable aviation fuel, has become a key means of reducing carbon dioxide emissions in the aviation sector due to its low-carbon and eco-friendly concept characteristics, with enormous market demand potential. Currently, China is actively practicing the goals of "carbon peak by 2030 and carbon neutrality by 2060."
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