SONGFA(SH:603268) Sou Hu Cai Jing·2026-01-22 09:44Core Viewpoint - *ST Songfa (603268) has signed contracts for the construction of two 30.6 million-ton VLCC super-large crude oil tankers, which is expected to positively impact the company's future performance [1] Group 1: Stock Performance - As of January 22, 2026, *ST Songfa closed at 86.82 yuan, down 2.65% from the previous trading day, with a total market value of 84.283 billion yuan [1] - The stock opened at 89.25 yuan, reached a high of 89.82 yuan, and a low of 86.22 yuan, with a trading volume of 201 million yuan and a turnover rate of 1.85% [1] Group 2: Contract Details - The contracts for the two VLCC tankers were signed with Eastern Pacific Shipping Pte. Ltd., a Singapore-based company, and the total contract value is approximately 200-300 million USD [1] - The delivery of the tankers is expected in the second half of 2028, and the contract is classified as a routine operational contract, not requiring board or shareholder approval [1] - The long contract execution period may be influenced by market conditions, raw material prices, and exchange rates, which introduces performance risks [1]