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订单不断!恒力重工VLCC再+3!
Xin Lang Cai Jing· 2026-02-26 10:23
登录新浪财经APP 搜索【信披】查看更多考评等级 航运界网消息,2月26日,广东松发陶瓷股份有限公司(证券代码:603268,证券简称:*ST松发)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。 根据公告内容,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至4亿美元(约合人民币20.65至27.54亿元),采用美元支付。 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。 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。 建造的30.6万吨超大型原油运输船(VLCC)图源:恒力重工集团 值得一提的是,今年全球共计下单45艘VLCC,恒力重工接获38艘,展现出压倒性优势。此外,根据克拉克森数据,目前恒力重工VLCC手持订单总量达 到65艘,远超排名第二的韩国韩华海洋(30艘)。 登录 ...
3艘VLCC订单!民营造船新巨头接单势头不减
Sou Hu Cai Jing· 2026-02-26 05:50
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 ...
股价破百元、市值冲千亿,这家*ST公司缘何大涨?
Core Viewpoint - *ST Songfa's stock price surged to a closing price of 100.1 CNY per share, with a total market capitalization reaching 97.2 billion CNY, nearing the 100 billion CNY mark after a significant asset restructuring [2][3] Group 1: Business Transformation - Following the major asset restructuring, *ST Songfa has shifted its main business focus from ceramic manufacturing to the research, production, and sales of ships and high-end equipment [2] - The company aims to establish itself as a world-class manufacturer in high-end, intelligent, and green shipbuilding and equipment manufacturing [2] Group 2: Order Backlog and Production Capacity - As of February 11, 2026, *ST Songfa's subsidiary, Hengli Heavy Industry, has secured orders extending to 2030, indicating a robust production schedule [2] - In 2025, Hengli Heavy Industry successfully undertook 115 ship contracts, with a total operating value exceeding 100 billion CNY, averaging a new ship order every three days [5] Group 3: Financial Performance - In the first half of 2025, *ST Songfa reported approximately 6.47 billion CNY in net profit, marking a significant turnaround from previous losses, with a year-on-year revenue increase of 315.49% to about 6.68 billion CNY [4] - The company anticipates a net profit of 2.4 billion to 2.7 billion CNY for the full year of 2025, alongside projected revenues of 20 billion to 22 billion CNY [6]