Price-increase-related themes explode across the board! European biodiesel prices surge sharply; only seven A-share companies with production capacity are approved for export.

After in-depth research, only seven A-share listed companies currently possess sustainable aviation fuel (SAF) production capacity or industrial mixed oil (UCO) capacity. We share this information below for reference. Disclaimer: This content is strictly intended for academic research and discussion purposes only. It does not constitute, nor does it imply, any investment advice, guidance, or commitment, and must not be used as an investment basis. First company: Jiaao Environmental Protection Co., Ltd. Key highlights: A leading enterprise in the biomass energy and eco-friendly plasticizer industries. SAF capacity: The company holds the largest domestic SAF production capacity—its first-phase 500,000-ton facility was completed in October; construction of a second-phase 500,000-ton line is underway, scheduled to commence operations next year. Its biojet fuel products have obtained both EU ISCC certification and airworthiness approval, enabling large-scale SAF exports. The company stands to benefit significantly from rising SAF prices in Europe, potentially driving strong full-year earnings growth. Financial performance: In Q3, revenue reached RMB 1.707 billion, up 511.45% year-on-year; net profit attributable to shareholders amounted to RMB 52.87 million, turning from loss to profit. Analysts forecast full-year net profit at RMB 181 million, representing a 150% increase year-on-year. Second company: Zhuoyue New Energy Co., Ltd. Key highlights: China’s first enterprise specializing in R&D and production of biodiesel from waste cooking oil; also the country’s leading producer of ester-based biodiesel. SAF capacity: Current biodiesel capacity stands at 500,000 tons; expansion plans target a total capacity of 1.3 million tons (including 500,000 tons domestically, 200,000 tons in Singapore, 300,000 tons in Thailand for ester-based; plus 200,000 tons domestically and 100,000 tons in Thailand for hydroprocessed esters and fatty acids [HEFA]). Its products received ISCC certification in 2016 and are sold directly into the EU market; the company has ranked first nationwide in biodiesel export volume for multiple consecutive years. Financial performance: In the first three quarters of 2025, revenue totaled RMB 2.343 billion, down 21.24% year-on-year; net profit attributable to shareholders reached RMB 167 million, up 81.24% year-on-year. Analysts forecast full-year net profit at RMB 318 million, a 113% increase year-on-year. Third company: Haixin Energy Technology Co., Ltd. Key highlights: The A-share listed company with China’s largest hydroprocessed (hydrocarbon-based) biodiesel production capacity; one of the earliest domestic enterprises engaged in R&D, production, and sales of hydrocarbon-based biodiesel; developer of proprietary suspended-bed hydroprocessing technology; pioneer participant in drafting China’s industry standard for hydrocarbon-based biodiesel; actively promoting domestic biodiesel pilot programs and conducting in-depth research and promotion of biofuels for aviation applications. SAF capacity: Its subsidiary Shandong Sanju currently operates a 250,000-ton SAF (biojet fuel) facility, which has passed airworthiness certification by China’s Civil Aviation Administration and obtained international certifications under ISCC CORSIA and ISCC-EU for HEFA pathways. It has also secured an export license for aviation biofuel, positioning it to fully capitalize on overseas price surges—driving simultaneous growth in both volume and pricing. Financial performance: In the first three quarters of 2025, Haixin Energy reported total operating revenue of approximately RMB 1.942 billion, up 5.60% year-on-year; net profit attributable to shareholders stood at RMB 57.95 million, turning from loss to profit year-on-year. Technical outlook: The stock is currently trading near its bottom, around RMB 5 per share, and has recently broken above its yearly moving average on strong volume—opening significant upside potential, with notably increased volume on the right side of the chart. Fourth company: Langkun Technology Co., Ltd. Key highlights: Core business focuses on biomass resource regeneration and synthetic biological manufacturing, using catering/kitchen waste and carcasses of diseased or dead livestock and poultry as primary feedstocks; ranks among the top in both scale and technological capability domestically.

Analysis of the dynamics and trend forecasts for China’s industrial-grade mixed glycerin industry, 2025–2031

5.7.1 PMC Group, Inc.: Basic Information, Industrial-Grade Mixed Glycerin Production Bases, Sales Regions, Competitors, and Market Position 5.7.2 PMC Group, Inc.: Industrial-Grade Mixed Glycerin Product Specifications, Technical Parameters, and Market Applications 5.7.3 PMC Group, Inc.: Industrial-Grade Mixed Glycerin Sales Volume, Revenue, Pricing, and Gross Margin (2021–2025) 5.7.4 PMC Group, Inc.: Company Profile and Core Business 5.7.5 PMC Group, Inc.: Latest Corporate Developments 5.8 The Vegetable Vitamin Foods Company Pvt. Ltd. 5.8.1 The Vegetable Vitamin Foods Company Pvt. Ltd.: Basic Information, Industrial-Grade Mixed Glycerin Production Bases, Sales Regions, Competitors, and Market Position 5.8.2 The Vegetable Vitamin Foods Company Pvt. Ltd.: Industrial-Grade Mixed Glycerin Product Specifications, Technical Parameters, and Market Applications 5.8.3 The Vegetable Vitamin Foods Company Pvt. Ltd.: Industrial-Grade Mixed Glycerin Sales Volume, Revenue, Pricing, and Gross Margin (2021–2025) 5.8.4 The Vegetable Vitamin Foods Company Pvt. Ltd.: Company Profile and Core Business 5.8.5 The Vegetable Vitamin Foods Company Pvt. Ltd.: Latest Corporate Developments 5.9 Aemetis, Inc. 5.9.1 Aemetis, Inc.: Basic Information, Industrial-Grade Mixed Glycerin Production Bases, Sales Regions, Competitors, and Market Position 5.9.2 Aemetis, Inc.: Industrial-Grade Mixed Glycerin Product Specifications, Technical Parameters, and Market Applications 5.9.3 Aemetis, Inc.: Industrial-Grade Mixed Glycerin Sales Volume, Revenue, Pricing, and Gross Margin (2021–2025) 5.9.4 Aemetis, Inc.: Company Profile and Core Business 5.9.5 Aemetis, Inc.: Latest Corporate Developments 5.10 Bunge Argentina S.A. 5.10.1 Bunge Argentina S.A.: Basic Information, Industrial-Grade Mixed Glycerin Production Bases, Sales Regions, Competitors, and Market Position 5.10.2 Bunge Argentina S.A.: Industrial-Grade Mixed Glycerin Product Specifications, Technical Parameters, and Market Applications 5.10.3 Bunge Argentina S.A.: Industrial-Grade Mixed Glycerin Sales Volume, Revenue, Pricing, and Gross Margin (2021–2025)

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Aemetis Inc. shares rose after its Indian subsidiary secured $17 million in contracts to supply 18 million liters of biodiesel to India's Oil Marketing Companies. The deal supports India's National Policy on Biofuels targeting 5% blending by 2030.

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