证券代码：603268 证券简称：*ST松发 公告编号：2025临-139 主营业务收入50%以上，且绝对金额超过5亿元"之规定。因合同金额涉及保 密商务信息，根据《股票上市规则》《上市公司信息披露暂缓与豁免管理规 定》的相关规定豁免披露具体金额。 广东松发陶瓷股份有限公司 关于下属公司签订日常经营重大合同的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 广东松发陶瓷股份有限公司（以下简称"公司"）下属公司恒力造船（大连）有 限公司（以下简称"恒力造船"）6艘船舶建造合同于2025年12月29日签约生效。现 将相关情况公告如下： 一、履行审议程序情况 本次签署的相关合同系日常经营性合同，公司与交易对方不存在关联关系，所 涉及的交易不构成关联交易，根据《股票上市规则》之规定，公司本次签署日常交 易相关合同无需经公司董事会、股东会审议。 二、合同主要条款 是否需要履行审议程序：本次签署的相关合同系日常经营性合同，公司与交 易对方不存在关联关系，所涉及的交易不构成关联交易，根据《上海证券交 易所股票上市规则》（ ...

Group 1 - The core point of the article is that *ST Songfa has signed contracts for the construction of six vessels, which includes four Capesize bulk carriers and two Very Large Crude Carriers (VLCCs), with a total contract value estimated between $400 million to $600 million [1] - The contracts are with a subsidiary of Capital Ship Management Corp and are expected to be delivered between the second half of 2027 and 2028 [1] - The payment currency for the contracts is in US dollars, and the dispute resolution will be handled by the London Maritime Arbitrators Association (LMAA) [1] Group 2 - The fulfillment of these contracts is anticipated to have a positive impact on the company's future performance [1] - However, the long fulfillment period may expose the company to risks related to fluctuations in the shipping market, raw material prices, and exchange rates [1]

Core Viewpoint - The company *ST Songfa (603268) has signed a significant contract for the construction of an oil tanker, which is expected to positively impact its future performance and enhance its long-term competitiveness and profitability [1]. Trading Information Summary - On December 29, the main funds experienced a net outflow of 462,900 yuan, accounting for 0.24% of the total transaction amount [2]. - Retail investors saw a net outflow of 464,160 yuan, representing 2.42% of the total transaction amount [1]. - Speculative funds had a net inflow of 510,450 yuan, which is 2.66% of the total transaction amount [2]. Company Announcement Summary - Guangdong Songfa Ceramics Co., Ltd.'s subsidiary, Hengli Shipbuilding (Dalian) Co., Ltd., signed a contract for the construction of a 158,000-ton oil tanker on December 29, 2025, with a contract value of approximately 80 to 100 million USD, expected to be delivered in the first quarter of 2029 [1][2]. - The contract is classified as a routine operational contract and does not require board or shareholder approval [1].

Core Viewpoint - *ST Songfa has signed a significant contract for the construction of an oil tanker, which is expected to positively impact its future performance and enhance its long-term competitiveness and profitability [1]. Group 1: Stock Performance - As of December 29, 2025, *ST Songfa's stock closed at 87.2 yuan, up 1.05% from the previous trading day, with a total market capitalization of 84.652 billion yuan [1]. - The stock opened at 85.71 yuan, reached a high of 88.74 yuan, and a low of 85.25 yuan, with a trading volume of 1.92 billion yuan and a turnover rate of 1.78% [1]. Group 2: Contract Details - The company’s subsidiary, Hengli Shipbuilding (Dalian) Co., Ltd., signed a contract for the construction of a 158,000 deadweight ton oil tanker, with a contract value of approximately 80 to 100 million USD, expected to be delivered in the first quarter of 2029 [1]. - The announcement states that this contract is a routine operational contract and does not constitute a related party transaction, thus not requiring board or shareholder approval [1]. Group 3: Future Implications - The long duration of the contract may expose it to risks related to market conditions, raw material prices, and exchange rates [1]. - The fulfillment of this contract is anticipated to have a positive impact on the company's future performance, enhancing its medium to long-term competitiveness and profitability [1].

Core Viewpoint - *ST Songfa announced a contract for the construction of a 158,000 deadweight ton oil tanker with its subsidiary, Henglizhaobing (Dalian) Co., Ltd, valued at approximately $80-100 million, to be delivered in Q1 2029 [1] Group 1: Contract Details - The contract was signed on December 29, 2025, and will be paid in US dollars [1] - The contract is classified as a routine operational contract and does not require board or shareholder approval [1] Group 2: Potential Influences - The performance of the contract may be affected by fluctuations in the shipping market, raw material prices, and exchange rates [1]

Core Viewpoint - The company *ST Songfa (603268.SH)* announced that its subsidiary, Hengli Shipbuilding (Dalian) Co., Ltd., has signed a contract for the construction of a 158,000 deadweight ton crude oil tanker, with a contract value of approximately $80-100 million, effective from December 29, 2025, and scheduled for delivery in the first quarter of 2029 [1]. Group 1 - The contract involves the construction of one crude oil tanker [1] - The total contract amount is estimated to be between $80 million and $100 million [1] - The delivery of the tanker is expected in the first quarter of 2029 [1]

Core Viewpoint - The company *ST Songfa (603268.SH)* announced that its subsidiary, Hengli Shipbuilding (Dalian) Co., Ltd., has signed a contract for the construction of a 158,000 deadweight ton crude oil tanker, with a contract value estimated between $80 million to $100 million, expected to be delivered in Q1 2029 [1] Group 1 - The contract was signed on December 29, 2025, and is expected to have a positive impact on the company's future performance [1] - The construction of the tanker is part of the company's strategic initiatives to enhance its operational capabilities in the shipping industry [1]

Core Viewpoint - *ST Songfa (603268) announced the signing of a contract for the construction of a 158,000-ton crude oil tanker, effective December 29, 2025, with a total contract value of approximately $80 million to $100 million [1] Group 1 - The subsidiary company, Hengli Shipbuilding (Dalian) Co., Ltd., is responsible for the construction of the tanker [1] - The contract marks a significant development in the company's shipbuilding operations [1]

证券代码：603268 证券简称：*ST松发 公告编号：2025临-138 广东松发陶瓷股份有限公司 关于下属公司签订日常经营重大合同的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 广东松发陶瓷股份有限公司（以下简称"公司"）下属公司恒力造船（大连）有 限公司（以下简称"恒力造船"）1艘15.8万载重吨原油运输船建造合同于2025年12 月29日签约生效。现将相关情况公告如下： 一、 履行审议程序情况 本次签署的相关合同系日常经营性合同，公司与交易对方不存在关联关系，所 涉及的交易不构成关联交易，根据《股票上市规则》之规定，公司本次签署日常交 易相关合同无需经公司董事会、股东会审议。 二、 合同主要条款 是否需要履行审议程序：本次签署的相关合同系日常经营性合同，公司与交 易对方不存在关联关系，所涉及的交易不构成关联交易，根据《上海证券交 易所股票上市规则》（以下简称"《股票上市规则》"）之规定，公司本次签署 日常交易相关合同无需经公司董事会、股东会审议。 特别风险提示：由于合同履行期较长，合同履行可能受 ...

Core Viewpoint - *ST Songfa (603268.SH) has signed a contract for the construction of a 158,000 deadweight ton crude oil tanker, which will be effective from December 29, 2025, through its subsidiary Hengli Shipbuilding (Dalian) Co., Ltd. [1] Group 1 - The signed crude oil tanker is a mainstream large oil tanker type, featuring high deadweight capacity, low fuel consumption, and excellent environmental performance [1] - The design of the tanker aligns with the latest international standards for crude oil transportation and meets current environmental regulations [1]