3艘VLCC订单！民营造船新巨头接单势头不减

Core Viewpoint - Guangdong Songfa Ceramics Co., Ltd. announced the signing of contracts for three 30.6 million-ton Very Large Crude Carriers (VLCC) with a European shipowner, with a total contract value of approximately $300-400 million (RMB 2.065-2.754 billion) [2] Group 1: Company Developments - The contracts were signed with a well-known European shipowner, and specific details about the shipowner are exempt from disclosure under relevant regulations [2] - The new VLCCs are part of the main ship type for Hengli Heavy Industry, which has developed a 30.6 million-ton VLCC featuring safety, environmental friendliness, and advanced performance metrics [2] - Hengli Heavy Industry currently holds a total of 65 VLCC orders, significantly surpassing the second-ranked Korean company, which has 30 orders, making it the largest single shipyard in terms of VLCC orders [2] Group 2: Order and Production Capacity - Including the latest orders, Hengli Heavy Industry has secured a total of 67+4 new ship orders since 2026, comprising 38 VLCCs, 12 Suezmax tankers, 2 LR2 product/crude oil carriers, and various bulk and container ships [3] - In 2025, Hengli Heavy Industry secured 115 ship orders with a total contract value exceeding RMB 100 billion, averaging less than three days per new ship order [3] - The company aims to establish a world-class shipbuilding base, with future production capacity projected to exceed 150 large vessels and 180 marine engines annually, covering various dual-fuel types [3] Group 3: Current Order Backlog - As of now, Hengli Heavy Industry has a backlog of 264 ships totaling 46.16 million deadweight tons, including 108 oil tankers, 96 bulk carriers, 56 container ships, and 4 LPG carriers, with delivery schedules extending to 2030 [4]