截至目前，恒力重工已交付多艘VLCC，全部配置自主研制的恒力主机，实现从船舶建造到核心配套的 全链条自主可控。 连同最新订单在内，2026年至今恒力重工已经陆续承接了67+4艘新船订单，包括38艘VLCC、12艘苏伊 士型原油船、2艘LR2型成品油/原油运输船、7+2艘散货船和8+2艘6000TEU集装箱船。 2月25日晚间，广东松发陶瓷股份有限公司宣布，下属公司恒力造船（大连）有限公司3艘30.6万吨超大 型原油运输船（VLCC）建造合同于近日签约生效。 公告显示，本次签订的合同的交易对方为欧洲知名船东，根据船东与恒力造船的约定及《上市公司信息 披露暂缓与豁免管理规定》的相关规定，豁免披露船东的具体信息。标的合同金额合计为3-4亿美元 （约合人民币20.65-27.54亿元），采用美元支付。 作为参考，克拉克森的数据显示，目前一艘315000-320000载重吨传统燃料VLCC新造船价格约为1.28亿 美元（约合人民币8.84亿元），与去年同期持平。 VLCC是恒力重工的主力船型。恒力重工自主研发的30.6万载重吨VLCC，具备"安全、绿色、舒适、环 保"等显著特点，各项性能指标均达国际先进水平。根据克拉克 ...

据了解，恒力重工的前身STX大连曾是中国最大的外资船厂，拥有中国北方最大的单体船厂。2022年， 恒力集团响应国家号召，成立恒力重工集团，耗资21.1亿元竞拍收购闲置十年之久的原STX大连资产， 全力打造世界一流高端船舶建造基地。2023年1月，恒力重工一期"海洋工厂"仅用时150天实现全面运 营，今年1月二期项目——"未来工厂" 5个月实现投产。今年9月，恒力重工合作创新暨海工科技产业园 在大连长兴岛开工建设。 恒力重工系列项目全部达产后，可实现年建造超大型船舶150艘，生产船用发动机180台，包含G95主机 及以下机型，并实现LNG、LPG、甲醇、氨四种双燃料全覆盖，将成为全球单体规模最大、配套最完备 的造船基地。 2月2日晚间，广东松发陶瓷股份有限公司宣布，下属公司恒力造船（大连）有限公司2艘VLCC和2艘苏 伊士型原油船建造合同于近日签约生效。 不含最新订单在内，克拉克森的数据显示，截至目前恒力重工手持订单共计219艘3569万载重吨，其中 散货船92艘、油船71艘、集装箱船52艘、LPG船4艘，交船期排至2029年。 公告显示，2艘30.6万吨超大型原油运输船（VLCC）由新加坡知名船东订造，根据船 ...

Core Viewpoint - Guangdong Songfa Ceramics Co., Ltd. announced the signing of contracts for two 306,000-ton VLCCs with a European shipowner, with a total contract value of approximately $200-300 million (RMB 1.422-2.132 billion), scheduled for delivery in the first half of 2028 [2][3] Group 1 - 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 current price for a new VLCC of 315,000-320,000 tons is approximately $126 million (RMB 897 million), showing a slight decrease from $129 million in the same period last year [2] - The 306,000-ton VLCC is designed for large oil transportation, featuring high loading capacity, strong endurance, and operational efficiency, meeting the latest international shipping market demands for large-scale and low-carbon transportation [2] Group 2 - This is the second VLCC order secured by Hengli Heavy Industry within the week, following another announcement of contracts for two 306,000-ton VLCCs and six 114,000-ton oil/product tankers [3] - Hengli Heavy Industry, formerly STX Dalian, was once the largest foreign-funded shipyard in China and has transformed into a world-class high-end shipbuilding base after acquiring idle assets for RMB 2.11 billion [3] - Hengli Heavy Industry has commenced the construction of over 60 vessels, with a backlog of approximately 170 orders scheduled for production until 2029, aiming to achieve an annual production capacity of over 150 large vessels and 180 marine engines upon full capacity [3]

Core Insights - China's self-designed and built 175,000 cubic meter LNG carrier was officially delivered, enhancing the country's capabilities in high-value shipbuilding [1] - The LNG carrier can meet the gas demand of Dalian city for one and a half months when fully loaded, and is capable of docking at most large LNG terminals globally [1] - The successful construction of this LNG carrier marks a significant achievement for Dalian Shipbuilding, which has entered this complex shipbuilding sector and achieved "first ship meets standards, delivery leads" [1] Industry Developments - Dalian Shipbuilding has optimized production processes and innovated construction techniques, achieving standardized and efficient LNG shipbuilding, reaching world-class levels [1] - The company currently holds orders for 17 LNG carriers, with 13 already under construction, establishing a leading capacity advantage in batch orders and production [1] - Dalian Shipbuilding, alongside two top shipyards in Shanghai, has significantly improved China's market share in LNG carrier construction, transitioning from a rudimentary stage to a more advanced collaborative phase [2]