SONGFA(SH:603268) Xin Lang Cai Jing·2025-09-05 10:12Group 1 - The core point of the article is that *ST Songfa's subsidiary, Hengli Shipbuilding, has signed a contract with a well-known European shipowner for the construction of two 30.6 million-ton ultra-large crude oil tankers, with a contract value of approximately 200-300 million USD [1] - The ship type features large loading capacity, strong endurance, and high operational efficiency, aligning with the latest international tanker design concepts and meeting the demands for large-scale and low-carbon transportation [1] - The normal execution of the contract is expected to have a positive impact on the company's future performance, enhancing its medium to long-term market competitiveness and profitability, thereby consolidating its competitive advantage in the ultra-large crude oil tanker market [1] Group 2 - The contract execution period is relatively long and may be influenced by fluctuations in the shipping and shipbuilding markets, customer demand, raw material price volatility, and exchange rate fluctuations, indicating potential investment risks [1]