Core Viewpoint - Guangdong Songfa Ceramics Co., Ltd. has signed a significant contract for the construction of two LNG dual-fuel oil tankers, which is expected to positively impact the company's future performance and enhance its competitiveness in the global shipbuilding market [1][2]. Group 1: Contract Details - The contract was signed by the subsidiary Hengli Shipbuilding (Dalian) Co., Ltd. and does not require board or shareholder approval as it is a routine operational contract without related party transactions [1][2]. - The vessels ordered are 157,000 deadweight tonnage LNG dual-fuel oil tankers, designed to meet international standards for large oil transportation, featuring high load capacity, low fuel consumption, and excellent environmental performance [1]. Group 2: Impact on Company - The execution of this contract is anticipated to have a positive effect on the company's long-term competitiveness and profitability, reinforcing its position in the global shipbuilding market [2]. - The company will recognize revenue from this contract according to accounting standards and the progress of contract execution, with the final impact on annual revenue and profit subject to audit results [2].

证券代码：603268 证券简称：*ST松发 公告编号：2025临-068 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。 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、 股东大会审议。 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"）于近日签署生效2艘船舶建造合同。现将相关情 况公告如下： 一、 履行审议程序情况 上述船舶建造合同的正常履行，预计将对公司未来的业绩产生积极影响，有利 于提高公司中长期竞争力和盈利能力，进一步巩固公司在全球船舶制造市场的竞争 优势。由于合同履行期较长，公司将根据会计准则的相关规定及合同履行情况确认 相应的会计期间收入，本次签署的订单对公司当年营业收入、利润的影响以最终审 计结果为准。 本次签署 ...

Core Viewpoint - Guangdong Songfa Ceramics Co., Ltd. has experienced significant stock price fluctuations, with a cumulative closing price deviation exceeding 12% over three consecutive trading days, attributed to a major business transformation following a significant asset restructuring [1][2]. Stock Trading Abnormalities - The company's stock price increased significantly on July 11, 14, and 15, 2025, leading to a cumulative price deviation of over 12%, which is classified as abnormal trading behavior according to Shanghai Stock Exchange regulations [1][2]. Company Operations and Business Changes - Following a major asset restructuring completed in May 2025, the company's primary business has shifted from ceramic manufacturing to the research, production, and sales of ships and high-end equipment [2][3]. - The company confirmed that its recent operational status is normal and there are no undisclosed significant information that should be revealed [2][3]. Major Transactions and Regulatory Approvals - On May 16, 2025, the company received approval from the China Securities Regulatory Commission for its asset purchase and fundraising plan, which was subsequently completed by May 22, 2025 [2][3]. - The company is actively working on the issuance of supporting funds related to the major asset restructuring [3][6]. Financial Performance - As of December 31, 2024, the company reported total assets of 571.78 million yuan and a net asset attributable to shareholders of 1.51 million yuan, with a net loss of 76.64 million yuan for the year [5]. - The company has indicated a significant improvement in profitability and risk resistance following the injection of new assets from Hengli Heavy Industry [6].

证券代码：603268 证券简称：*ST松发 公告编号：2025临-067 广东松发陶瓷股份有限公司 股票交易异常波动公告 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"）股票于 2025 年 7 月 11 日、7 月 14 日、7 月 15 日连续 3 个交易日收盘价格涨幅偏离值累计超过 12%， 根据《上海证券交易所交易规则》的相关规定，属于股票交易异常波动情形。 ● 经公司自查并向控股股东、实际控制人书面征询确认，截至本公告披露 日，除公司已披露事项外，不存在应当披露而未披露的重大信息。 （一）公司生产经营情况 ● 公司已实施重大资产重组，本次重组相关标的的交割事宜于 2025 年 5 月办理完毕，公司主营业务发生重大变化，由陶瓷制造业务变更为船舶及高端装 备的研发、生产和销售。 公司已实施重大资产重组，本次重组相关标的的交割事宜于 2025 年 5 月办 理完毕，公司主营业务发生重大变化，由陶瓷制造业务变更为船舶及高端装备的 研发、生产和销售。公司近期生产 ...

关于广东松发陶瓷股份有限公司 股票交易异常波动征询函的回函 广东松发陶瓷股份有限公司董事会: 你公司于 2025年7月15日发来的《关于广东松发陶瓷股份有限 公司股票交易异常波动的征询函》已收悉,经自查,现回复如下: 实际控制人:一 陈建华 一、本公司作为松发股份的控股股东,截至本回复签署之日,除 已披露的重大资产置换及发行股份购买资产并募集配套资金暨关联 交易事项外,不存在其他涉及松发股份应披露而未披露导致股价异常 波动的事项,包括但不限于筹划并购重组、股份发行、债务重组、收 购、业务重组、资产剥离、资产注入、股份回购、股权激励、破产重 整、重大业务合作、引进战略投资者等重大事项。 二、本公司在本次股票异常波动期间没有买卖松发股份股票。 特此复函。 开 (日午草) H 15 H 关于广东松发陶瓷股份有限公司 股票交易异常波动征询函的回函 广东松发陶瓷股份有限公司董事会: 你公司于 2025年7月15日发来的《关于广东松发陶瓷股份有限 公司股票交易异常波动的征询函》已收悉,经自查,现回复如下: 一、本人作为松发股份的实际控制人,截至本回复签署之日,除 已披露的重大资产置换及发行股份购买资产并募集配套资金暨关联 ...

109只ST股公布上半年业绩预告，净利润预盈公司共有11只。 证券时报·数据宝统计显示，截至7月15日，共有109只ST股公布了上半年业绩预告，业绩预告类型显 示，预盈公司共有11家，预亏公司有61家，减亏公司有30家。 以预告净利润上限进行统计，上半年净利润最高的是ST华通，预计实现净利润上限为30.00亿元，其次 是*ST松发、*ST仁东，上半年预计净利润上限分别为7.00亿元、4.00亿元。 业绩预计亏损的ST公司中，预计亏损金额最多的是ST晨鸣，上半年预计最小亏损额为35.00亿元，其次 是*ST金科、*ST中地，预计亏损金额分别为30.00亿元、11.90亿元。（数据宝） ST股业绩预告明细 | 代码 | 简称 | 业绩预告 | 预计净利润上限 | 预计净利润下限 | 今年以来涨跌幅 | 行业 | | --- | --- | --- | --- | --- | --- | --- | | | | 类型 | （万元） | （万元） | （%） | | | 002602 | ST华通 | 预增 | 300000.00 | 240000.00 | 148.44 | 传媒 | | 603268 | *ST松 ...

Core Viewpoint - *ST Songfa (603268.SH) has announced a significant turnaround in its financial performance, projecting a net profit of 580 million to 700 million yuan for the first half of 2025, compared to a loss in the previous year [1] Group 1: Financial Performance - In 2024, the company reported an operating income of 275 million yuan, a year-on-year increase of 33.34%, but still recorded a net loss of 76.64 million yuan attributable to the parent company [1] - The company has improved its gross margin by 5.17% through product innovation and cost reduction, despite ongoing losses [1] - As of July 14, 2025, *ST Songfa's stock price was 46.20 yuan, reflecting a 5.00% increase from the previous trading day, with a total market capitalization of 39.81 billion yuan [5] Group 2: Business Transformation - To address challenges in its traditional ceramic business, *ST Songfa is undergoing a major asset restructuring, planning to acquire 100% of Hengli Heavy Industry Group Co., Ltd. and divest its ceramic-related assets [3] - Hengli Heavy Industry, established in July 2022, specializes in shipbuilding and high-end equipment manufacturing, and has become a significant player in the industry with a strong order book [3] - The completion of the restructuring in May 2025 has transformed *ST Songfa from a traditional ceramic manufacturer to a company focused on shipbuilding and high-end equipment, significantly increasing its total assets to 18.873 billion yuan [4] Group 3: Industry Outlook - The global shipbuilding industry is experiencing robust demand, with key indicators such as new orders, backlog, and completion rates showing steady growth, indicating a favorable market environment [5] - As of May 28, 2025, Hengli Heavy Industry had a backlog of 17.95 million DWT and 4.42 million CGT, positioning it well within the competitive landscape [5] - In the first four months of 2025, China's shipbuilding completion, new orders, and backlog accounted for 49.9%, 67.6%, and 64.3% of the global market share, respectively, maintaining its leading position [5]

Core Viewpoint - *ST Songfa is expected to achieve a net profit of 580 million to 700 million yuan for the first half of 2025, marking a turnaround from losses in the same period last year due to a significant strategic transformation from traditional ceramics to high-end equipment manufacturing [1][2] Group 1: Financial Performance - The company reported a main operating revenue of 57.46 million yuan in Q1 2025, an increase of 23.17% year-on-year [2] - The net profit attributable to the parent company for Q1 2025 was -20.87 million yuan, a decline of 97.54% year-on-year, indicating a substantial improvement expected in Q2 2025 with a projected net profit exceeding 600 million yuan [2] Group 2: Strategic Transformation - The company has undergone a major asset restructuring, acquiring 100% of Hengli Heavy Industry, which has become a wholly-owned subsidiary, facilitating a strategic upgrade to high-end equipment manufacturing [2] - Hengli Heavy Industry aims to become a world-class manufacturer in high-end, intelligent, and green shipbuilding, with a complete industrial chain from core components to complete ship manufacturing [1][2] Group 3: Market Position and Future Plans - Hengli Heavy Industry ranks fifth globally and fourth in China for new orders received in 2024, showcasing its competitive position in the market [2] - The company plans to invest in two key projects: the "Hengli Shipbuilding (Dalian) Green High-end Equipment Manufacturing Base" and the "International Ship Research and Design Center (Phase I)," which are expected to enhance production efficiency and technological innovation [2]

Core Viewpoint - The A-share listed companies are entering a peak period for mid-year performance forecasts, with a significant increase in the number of companies announcing their forecasts compared to the previous week [1] Group 1: Performance Forecasts - A total of 455 listed companies in Shanghai, Shenzhen, and Beijing announced mid-year performance forecasts from July 7 to July 13, a substantial increase from 32 companies in the previous week [1] - Among these, 210 companies are from the Shanghai main board, 8 from the Shanghai STAR Market, 214 from the Shenzhen main board, 22 from the Shenzhen Growth Enterprise Market, and 1 from the Beijing Stock Exchange [1] Group 2: Companies with Significant Profit Growth - Ten companies forecasted a mid-year net profit growth lower limit exceeding 1000%, with Sanhe Pile leading at a net profit growth rate of 3090.81% to 3888.51% [2] - Other notable companies include Muyuan Foods, which expects a net profit of 1.02 billion to 1.07 billion yuan, and Northern Rare Earth, anticipating a net profit of 900 million to 960 million yuan [4][5] Group 3: Factors Influencing Performance - Sanhe Pile attributes its performance improvement to market demand, focusing on core businesses in emerging fields such as photovoltaics, wind power, and water conservancy, alongside effective cost control and product structure improvement [3] - Muyuan Foods reported a significant increase in operating performance due to higher pig sales and lower breeding costs compared to the same period last year [5] - Northern Rare Earth expects a non-GAAP net profit growth of 5538.33% to 5922.76%, driven by a full order book and an optimistic outlook on future rare earth prices [5] Group 4: Overall Market Sentiment - Among the 455 companies that released forecasts, 139 predicted losses, and 152 anticipated a decline in net profit, indicating a notable increase in the proportion of companies forecasting negative performance compared to the previous week [5]

Group 1 - The core viewpoint of the news is that Songfa Co., Ltd. has successfully completed a strategic transformation and is expected to achieve profitability in the first half of 2025, with a projected net profit of 580 million to 700 million yuan, marking a significant milestone in its development [1] - The acquisition of 100% equity in Hengli Heavy Industry represents a landmark case in capital market mergers and acquisitions, enhancing Songfa's strategic upgrade towards high-end equipment manufacturing [2] - Hengli Heavy Industry has established a complete industrial chain from core components to ship manufacturing, with a production capacity of 180 marine engines annually, positioning itself advantageously in the green ship sector [2] Group 2 - Hengli Heavy Industry has a strong order reserve of 170 high-value orders scheduled for delivery by 2029, showcasing its transition from technology catch-up to innovation leadership [3] - The company has achieved a leading position in the global shipbuilding industry, ranking fifth in new orders globally and fourth in China in 2024, indicating robust growth prospects [3] - Songfa Co., Ltd. is financing Hengli Heavy Industry's strategic development, focusing on building a green high-end equipment manufacturing base and an international ship research and design center, which will enhance production efficiency and technological innovation [4]