SONGFA(SH:603268) Sou Hu Cai Jing·2026-01-15 01:20Core Viewpoint - *ST Songfa has signed a contract with Seatankers Management for the construction of two 30.6 million-ton VLCC super-large crude oil tankers, with a total contract value of approximately $200-300 million, expected to be delivered in the second half of 2028 [1] Group 1: Company Overview - The subsidiary, Hengli Shipbuilding (Dalian) Co., Ltd., is involved in the construction of the tankers [1] - Seatankers Management is a significant player in the shipping industry, with a diversified fleet active in the global crude oil and refined oil transportation market [1] Group 2: Contract Details - The signed vessel type is a mainstream large crude oil tanker, characterized by high loading capacity and operational efficiency [1] - The normal execution of this contract is expected to positively impact the company's future performance and enhance its medium to long-term market competitiveness and profitability [1] Group 3: Financial Performance - For the first three quarters of 2025, *ST Songfa achieved total operating revenue of 11.759 billion yuan, a year-on-year increase of 237.23% [1] - The net profit for the same period was 1.271 billion yuan, reflecting a year-on-year growth of 1614.08% [1]