海新能科(300072.SZ):公司SAF已通過ISCC CORSIA及ISCC-EU下HEFA國際認證 可在歐盟銷售
格隆匯12月23日丨海新能科(300072.SZ)在投資者互動平台表示,公司SAF已通過ISCC CORSIA及ISCC-EU下HEFA國際認證,可以在歐盟銷售;HVO市場受歐盟反傾銷調查等不確定因素導致生物柴油市場波動,短期內生物柴油價格承壓,但總體影響有限;中長期看,生物柴油在減碳方面潛力巨大,是歐美國家堅定不移的推進方向,公司生產的HVO可以進一步生產SAF,SAF不屬於歐盟徵收反傾銷税範圍之內。歐洲ReFuelEU法案要求從2025年1月1日起在歐盟機場的飛機燃油中添加可持續航空燃料(SAF),2025年添加比例為2%,2030年添加比例為6%,2035年添加比例為20%,2040年添加比例為34%,2045年添加比例為42%,2050年達到70%,隨着歐盟生物航煤添加比例上升,需求仍將呈現上升態勢。
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