以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 公司公告汇总：下属公司签订VLCC油轮建造合同，金额约2-3亿美元。 公司公告汇总：另签订6艘11.4万吨油轮建造合同，金额约4-6亿美元。 公司公告汇总：股东会通过全资子公司向孙公司增资及募投项目调整议案。 广东松发陶瓷股份有限公司下属公司恒力造船（大连）有限公司近日签订2艘30.6万吨VLCC超大型原油 运输船建造合同，合同金额合计约2-3亿美元，预计2028年上半年相继交付。该合同为日常经营性合 同，不构成关联交易，无需提交董事会或股东会审议。合同履行期较长，可能受航运市场变化、原材料 价格波动、汇率波动等影响。 恒力造船（大连）有限公司还签订了6艘11.4万载重吨原油/成品油运输船建造合同，合同金额约4-6亿美 元，计划于2027年相继交付。上述合同均存在履约风险，可能受市场、原材料价格、汇率等因素影响。 广东松发陶瓷股份有限公司于2025年11月20日召开第六次临时股东会，审议通过《关于全资子公司向全 资孙公司增资的议案》《关于下属公司投资建设舾装码头工程的议案》《关于调整2 ...

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 Viewpoint - *ST Songfa has successfully transformed its business focus to shipbuilding and high-end equipment manufacturing, significantly improving its financial performance in 2025 due to the integration of Hengli Heavy Industry Group's assets [1][2]. Financial Performance - In the first three quarters of 2025, *ST Songfa achieved a net profit of 1.271 billion yuan, with a non-recurring net profit of 688 million yuan [1]. - The core asset, Hengli Heavy Industry, reported a cumulative revenue of 11.653 billion yuan and a net profit of 1.355 billion yuan during the same period [1]. Industry Outlook - The shipbuilding industry is experiencing a positive trend, driven by global ship aging and the demand for green and low-carbon transformation, leading to increased market demand [2]. - The company anticipates continued growth in its order backlog, which is expected to enhance its performance significantly [2]. Business Strategy - Following the major asset restructuring, *ST Songfa has exited the ceramic manufacturing business and is now focused on shipbuilding and high-end equipment [2]. - The company aims to enhance its order acquisition capabilities and expand market share with a goal of becoming a "world-class" player [2]. Inventory and Production - The company reported a significant increase in inventory, up 3350.72% year-on-year, primarily due to the previous year's uncompleted asset restructuring [3]. - There are no issues with unsold products or delayed orders, and all current orders are within production capacity [3]. Order Status - The company has a robust order book, with production schedules extending to 2029 [4]. - Recent contracts include two 30.6 million-ton ultra-large crude oil tankers and six 114,000-ton oil/product tankers, which are expected to positively impact future performance [4][5].

Core Viewpoint - *ST Songfa announced the signing and effectiveness of contracts for the construction of two 306,000-ton ultra-large crude oil tankers and six 114,000-ton crude oil/product oil tankers by its subsidiary, Hengli Shipbuilding (Dalian) Co., Ltd. The total contract value is approximately $400 million to $600 million, with specific amounts exempted from disclosure due to confidentiality regulations [1] Group 1 - The contracts involve the construction of two ultra-large crude oil tankers and six crude oil/product oil tankers [1] - The total contract value ranges from $400 million to $600 million [1] - Specific contract amounts are not disclosed due to confidentiality requirements under stock listing rules [1]

Core Viewpoint - *ST Songfa has announced the signing of contracts for the construction of two 306,000-ton ultra-large crude oil tankers and six 114,000-ton crude oil/product oil tankers by its subsidiary, Hengli Shipbuilding (Dalian) Co., Ltd [1] Group 1 - The contracts for the construction of the vessels have recently come into effect [1] - The company is expanding its capabilities in the maritime transportation sector through these new contracts [1]

Core Viewpoint - *ST Songfa (603268.SH) announced that its subsidiary, Hengli Shipbuilding (Dalian) Co., Ltd., has signed effective contracts for the construction of two 306,000-ton ultra-large crude oil tankers and six 114,000-ton crude oil/product oil tankers [1] Group 1 - The company has secured contracts for the construction of a total of eight vessels [1] - The two ultra-large crude oil tankers will each have a capacity of 306,000 tons [1] - The six product oil tankers will each have a deadweight tonnage of 114,000 tons [1]

Core Viewpoint - *ST Songfa announced the signing of contracts for the construction of two 30.6 million-ton ultra-large crude oil tankers and six 114,000-ton crude oil/product oil tankers, with contract values ranging from approximately $200-300 million and $400-600 million respectively [1] Group 1 - The contracts for the construction of two ultra-large crude oil tankers are valued at approximately $200-300 million [1] - The contracts for the construction of six crude oil/product oil tankers are valued at approximately $400-600 million [1]

Core Viewpoint - The company announced the signing of contracts for the construction of two 306,000-ton ultra-large crude oil tankers and six 114,000-deadweight-ton oil/product oil tankers, which is expected to have a positive impact on future performance despite the long execution period and potential market, price, and exchange rate influences [1] Group 1 - The contracts for the 306,000-ton tankers are valued at approximately $200-300 million, with delivery scheduled for Q4 2027 and Q2 2028 [1] - The contracts for the 114,000-deadweight-ton tankers are valued at approximately $400-600 million, with deliveries scheduled for 2027 [1] - The normal execution of these contracts is anticipated to positively influence future performance [1]

Core Viewpoint - *ST Songfa has signed contracts for the construction of two 306,000-ton ultra-large crude oil tankers and six 114,000-ton crude oil/product oil tankers, with a total contract value of approximately $200-300 million [1] Group 1 - The contracts were signed by the company's subsidiary, Hengli Shipbuilding (Dalian) Co., Ltd [1] - The construction involves a total of eight vessels, enhancing the company's capabilities in the maritime transport sector [1] - The deal reflects the company's strategic focus on expanding its fleet and operational capacity in the oil transportation market [1]

Core Viewpoint - *ST Songfa has signed contracts for the construction of two 306,000-ton ultra-large crude oil tankers and six 114,000-ton crude oil/product oil tankers, with contract values ranging from approximately $200 million to $300 million and $400 million to $600 million respectively [1] Group 1 - The contracts for the construction of the tankers have recently become effective [1] - The construction is being carried out by Hengli Shipbuilding (Dalian) Co., Ltd., a subsidiary of *ST Songfa [1]