每经AI快讯，1月28日，*ST松发(603268.SH)公告称，公司下属公司恒力造船（大连）有限公司与上海 中谷物流股份有限公司签订4+2艘6000TEU集装箱船建造合同，合同金额合计约34-40亿元人民币（含 税）。该交易不构成关联交易，无需经公司董事会、股东会审议。 ...

*ST松发(603268.SH)公告称，公司下属公司恒力造船（大连）有限公司与上海中谷物流股份有限公司签 订4+2艘6000TEU集装箱船建造合同，合同金额合计约34-40亿元人民币（含税）。该交易不构成关联交 易，无需经公司董事会、股东会审议。 ...

北京商报讯（记者 翟枫瑞）1月27日，装修建材板块微跌，以17983.59点收盘，跌幅为0.13%。受板块 影响，装修建材板块个股出现不同程度下跌。亚士创能以6.69元/股收盘，跌幅为4.43%，领跌装修建材 股。美克家居以2.83元/股收盘，跌幅为4.07%，跌幅位列装修建材股第二。*ST松发以82.39元/股收盘， 跌幅为3.07%，跌幅位列装修建材股第三。除此之外，友邦吊顶以75.60元/股收盘，涨幅为7.54%，领涨 装修建材股。松霖科技以41.29元/股收盘，涨幅为6.72%，涨幅位列装修建材股第二。康欣新材以4.30 元/股收盘，涨幅为5.13%，涨幅位列装修建材股第三。 中国银河在研报中表示，年底赶工带动零售月环比增长，存量市场托底消费建材需求。随着气温下降， 家装市场需求将进一步减少，静待春节后家装市场恢复，有望带动消费建材需求逐步释放；中长期来 看，存量房翻新、旧改以及城市更新将成为消费建材需求托底主力。城市更新驱动消费建材在旧改、修 缮市场的需求释放，消费升级将带动高品质绿色建材需求提升，具备渠道布局优势及品牌优势的龙头企 业有望持续巩固市场地位。 ...

截至2026年1月23日收盘，*ST松发(603268)报收于83.6元，下跌3.71%，换手率2.57%，成交量3.19万 手，成交额2.7亿元。 公司公告汇总关于下属公司签订日常经营重大合同的公告 广东松发陶瓷股份有限公司下属公司恒力造船（大连）有限公司近日签署2艘30.6万吨VLCC超大型原油 运输船建造合同，合同金额合计约2-3亿美元，预计2028年下半年相继交付。交易对方为Singapore-based Eastern Pacific Shipping Pte. Ltd.旗下单船公司，双方无关联关系。合同履行期较长，可能受市场、原材 料价格、汇率等因素影响，存在履约风险。合同签订无需公司董事会或股东会审议，对公司业务独立性 无影响，预计将对公司未来业绩产生积极影响。 当日关注点 交易信息汇总资金流向 1月23日主力资金净流出5602.51万元，占总成交额20.75%；游资资金净流入3572.68万元，占总成交额 13.23%；散户资金净流入2029.83万元，占总成交额7.52%。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资 ...

行业深度研究 | 航海装备Ⅱ 船舶：国家队破局高端，民企新秀势头强劲 船舶行业系列报告之一 摘要内容 回顾 2025 年，受多重因素叠加影响，全球新船市场交易节奏放缓：一边是 新船价格持续处于相对高位，另一边是航运运价相对低迷，形成价格错位； 同时，美国加征关税及相关 301 调查带来的贸易限制与不确定性，则进一步 加剧了船东的观望情绪。而转机在于，2025 年 11 月 9 日，美国贸易代表办 公室（USTR）已宣布暂停一年对中国针对海运、物流和造船行业以获取主 导地位的 301 调查行动。 展望 2026 年，全球各主要船型景气度预计向好：1）集装箱船：密切关注红 海复航情况，支线型集装箱船有望成为亮点；2）散货船：2025 年 11 月投 产的西芒杜铁矿预计在未来几年内将重塑全球铁矿石的贸易流向，并为散货 航运市场带来增长；3）油轮：OPEC+已逐步开启增产，美制裁俄导致运力 供需紧张。 重点标的分析： 中国船舶：中国船舶是中国船舶集团有限公司核心军民品主业上市公司，下 属有江南造船、大连船舶、武昌船舶、广船国际、外高桥造船和澄西船舶修 造等 22 家子公司。沪东中华后续亦承诺三年内注入上市公司主体。中 ...

Investment Rating - The report maintains a positive outlook on the shipping industry, recommending companies such as China Merchants Energy and COSCO Shipping Energy [3]. Core Insights - The report highlights a significant increase in charter rates for VLCCs, which rose by 4.62% to $62,250 per day, and Cape rates increased by 5.37% to $26,475 per day, indicating a strong correlation between commodity prices and shipping rates [3]. - New ship prices are rising alongside second-hand ship prices, with the new ship composite index increasing by 0.07 to 184.76 points, suggesting a favorable market for shipbuilders [3]. - The report emphasizes the resilience of the shipping market, particularly in oil and bulk shipping, with expectations of continued demand driven by geopolitical factors and commodity price fluctuations [3]. Summary by Sections Shipping Market Performance - The shipping index increased by 1.76%, outperforming the CSI 300 index by 2.38 percentage points [4]. - The coastal dry bulk freight index in China rose by 0.84%, while the Shanghai export container freight index fell by 7.39% [4]. Oil Shipping - VLCC rates are currently around $100,000 per day, with a recent decline of 11% in average rates to $105,090 per day, indicating potential volatility in the market [3]. - The report notes that while VLCC rates may adjust, smaller oil tanker rates remain supported due to high demand [3]. Dry Bulk Shipping - The report indicates a rebound in dry bulk rates, particularly driven by increased grain exports from South America, with the BDI index recording a 12.4% increase [3]. - Capesize rates increased by 16.1%, reflecting strong demand in the Pacific market [3]. Container Shipping - The report observes a seasonal decline in container shipping rates as the peak season ends, with the SCFI index dropping by 7.4% [3]. - The resumption of services in the Red Sea has been noted, but the market remains cautious due to geopolitical uncertainties [3]. Air Transportation - The report highlights a significant supply constraint in aircraft manufacturing, with an aging fleet and increasing passenger demand expected to enhance airline profitability [3]. - Airlines are recommended for investment due to their strong demand elasticity and potential for significant earnings growth [3]. Logistics and Express Delivery - The report anticipates a concentration of market share and profits among leading express delivery companies, with a focus on ZTO Express and YTO Express [3]. - The logistics sector shows resilience, with steady growth in freight volumes reported [3].

Summary of Key Points Core Viewpoint - The company *ST Songfa (603268) has signed a significant contract for the construction of two VLCC supertankers, which is expected to positively impact its future performance despite potential risks associated with contract execution [1]. Trading Information - On January 22, *ST Songfa closed at 86.82 yuan, down 2.65%, with a turnover rate of 1.85% and a trading volume of 23,000 shares, amounting to a total transaction value of 201 million yuan [1]. - On the same day, the main funds experienced a net outflow of 39.593 million yuan, accounting for 19.66% of the total transaction value [1]. - Retail investors saw a net inflow of 9.0246 million yuan, representing 4.48% of the total transaction value [1]. Company Announcements - The subsidiary of Guangdong Songfa Ceramics Co., Ltd., Hengli Shipbuilding (Dalian) Co., Ltd., has signed a contract for the construction of two 30.6 million-ton VLCC supertankers, with a total contract value of approximately 200-300 million USD, expected to be delivered in the second half of 2028 [1]. - The contract is with a Singapore-based company, Eastern Pacific Shipping Pte. Ltd., and there is no related party relationship between the two parties [1]. - The long execution period of the contract may be influenced by market conditions, raw material prices, and exchange rates, which introduces execution risks [1].

Group 1: Company Fundraising and Investment - Company plans to use 500 million yuan of raised funds to increase capital in its wholly-owned subsidiaries for the implementation of a DRAM investment project [1] - Zhuhai Hengqin Chip Storage Co., Ltd. will receive 30 million yuan, and Hefei Chip Storage Co., Ltd. and Xi'an Chip Storage Co., Ltd. will receive 50 million yuan and 30 million yuan respectively for the DRAM project [1] Group 2: Profit Forecasts and Turnarounds - Yiling Pharmaceutical expects a net profit of 1.2 billion to 1.3 billion yuan in 2025, recovering from a loss of 725 million yuan in the previous year [2] - Liard anticipates a net profit of 300 million to 380 million yuan in 2025, compared to a loss of 889 million yuan last year, driven by a new strategic cycle focusing on AI [2] - Daming City forecasts a net profit of 140 million to 165 million yuan in 2025, recovering from a loss in the previous year, aided by reduced asset impairment losses [3] - Guanghua Technology expects a net profit of 85 million to 120 million yuan in 2025, recovering from a loss of 205 million yuan last year, due to expansion in specialized chemicals and PCB sectors [3] - Boteng Co. anticipates a net profit of 80 million to 105 million yuan in 2025, recovering from a loss of 288 million yuan, supported by operational efficiency improvements [4] - Shiyida expects a net profit of 31 million to 46 million yuan in 2025, recovering from a loss of 2.34 million yuan last year, driven by business development and cost control [4] - Guochuang High-tech forecasts a net profit of 16 million to 24 million yuan in 2025, recovering from a loss of 49 million yuan, aided by improved receivables management [5][6] Group 3: Share Buybacks - Hengyi Petrochemical plans to repurchase shares with a total fund of no less than 500 million yuan and no more than 1 billion yuan, with a maximum price of 15 yuan per share [7] - Yunyi Electric plans to repurchase shares with a total fund of no less than 100 million yuan and no more than 150 million yuan, with a maximum price of 17 yuan per share [7] - Xidian Pharmaceutical intends to repurchase shares with a total fund of no less than 25 million yuan and no more than 50 million yuan, with a maximum price of 42 yuan per share [7] Group 4: Performance Highlights - Te Yi Pharmaceutical expects a net profit of 70 million to 90 million yuan in 2025, a growth of 241.55% to 339.13% year-on-year [8] - Xingqi Eye Medicine anticipates a net profit of 662 million to 749 million yuan in 2025, a growth of 95.82% to 121.56% year-on-year [8] - Tianhe Co. forecasts a net profit of 41 million to 60 million yuan in 2025, a growth of 84.35% to 169.78% year-on-year [8] - Ruichuang Micro-Nano expects a net profit of approximately 1.1 billion yuan in 2025, a 93% increase year-on-year [9] - Zhongyuan Co. anticipates a net profit of 139 million to 158 million yuan in 2025, a growth of 80% to 105% year-on-year [9] Group 5: Important Corporate Developments - Aolaide has received acceptance for its application to issue securities on the Science and Technology Innovation Board [14] - *ST Songfa's subsidiary signed contracts for the construction of two VLCC super-large oil tankers, expected to positively impact future performance [15] - Chongda Technology's subsidiary signed an investment agreement for a 1 billion yuan IC packaging project in Jiangsu Province [15] - Yinglian Co. signed a strategic agreement with LG Chem to establish a joint laboratory for innovative materials in lithium battery applications [16]

Group 1 - Huakang Clean announced it is the first candidate for the bid of the Wuhan First Hospital expansion project with a bid amount of 54.88 million yuan and a construction period of 120 days [1] - Hualing Steel's subsidiary plans to invest 449.88 million yuan in a major overhaul project for its coking plant, aiming to address aging issues and restore production capacity over a 19-month construction period [2] - Yinjia Technology expects a net loss of 140 million to 110 million yuan for 2025, compared to a loss of 129 million yuan in the previous year [3] Group 2 - Guochuang High-tech forecasts a net profit of 16 million to 24 million yuan for 2025, recovering from a loss of 58.52 million yuan in the previous year [4] - Shiyi Da anticipates a net profit increase of 31 million to 46 million yuan for 2025, turning around from a loss of 23.41 million yuan last year [5] - Lijun Co. expects a net profit of 48 million to 66 million yuan for 2025, representing a decline of 45.05% to 60.03% compared to the previous year [7] Group 3 - Xindian Pharmaceutical plans to repurchase shares worth 25 million to 50 million yuan for employee stock ownership plans or equity incentives, with a maximum repurchase price of 42 yuan per share [6] - Jingchen Co. has set the initial transfer price for its shares at 82.85 yuan per share, with a total of 13.1 million shares to be transferred to 28 institutional investors [8] - Zejing Pharmaceutical received approval for clinical trials of its innovative cancer immunotherapy drug ZG005 in combination with platinum-based chemotherapy for advanced nasopharyngeal and esophageal squamous cell carcinoma [9] Group 4 - Xingqi Eye Medicine expects a net profit of 662 million to 749 million yuan for 2025, marking a growth of 95.82% to 121.56% compared to the previous year [10] - Liancheng Precision anticipates a net loss of 12 million to 17 million yuan for 2025, reducing its loss from 37.96 million yuan in the previous year [11] - Beidou Star expects a net loss of 230 million to 290 million yuan for 2025, improving from a loss of 350 million yuan last year [13] Group 5 - Qing Shan Paper's affiliate won a bid for a wastewater treatment project worth 51.9 million yuan [15] - Yiling Pharmaceutical forecasts a net profit of 1.2 billion to 1.3 billion yuan for 2025, recovering from a loss of 725 million yuan in the previous year [16] - Huahai Pharmaceutical received a drug registration certificate for its product used in treating depression and obsessive-compulsive disorder [23] Group 6 - Nanjing Panda expects a net profit of 10 million to 15 million yuan for 2025, turning around from a loss of 189 million yuan last year [40] - Rui Sheng Intelligent anticipates a net profit of 33.92 million to 38.40 million yuan for 2025, representing a growth of 112% to 140% compared to the previous year [41] - Jiechang Drive expects a net profit of 395 million to 437 million yuan for 2025, with a growth of 40% to 55% compared to the previous year [43]

截至2026年1月22日收盘，*ST松发（603268）报收于86.82元，较前一交易日下跌2.65%，最新总市值为 842.83亿元。该股当日开盘89.25元，最高89.82元，最低86.22元，成交额达2.01亿元，换手率为1.85%。 《关于下属公司签订日常经营重大合同的公告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 最新公告列表 公司近日发布公告称，其下属公司恒力造船（大连）有限公司近日签署2艘30.6万吨VLCC超大型原油运 输船建造合同，合同金额合计约2-3亿美元，预计2028年下半年相继交付。交易对方为新加坡公司 Eastern Pacific Shipping Pte. Ltd.旗下单船公司，双方无关联关系。公告指出，合同履行期较长，可能受 市场、原材料价格、汇率等因素影响，存在履约风险。该合同系日常经营性合同，无需提交董事会或股 东会审议，对公司业务独立性无影响，预计将对公司未来业绩产生积极影响。 ...