航运界网消息，12月20日，广东松发陶瓷股份有限公司（证券代码：603268，以下简称"*ST松发"）发布公告，其下属公司恒力造船（大连）有限公司2 艘11.4万载重吨原油/成品油运输船建造合同于近日签约生效。 公告显示，签约方为希腊船东Monte Nero Holdings S.A.旗下单船公司，标的合同金额合计约1至2亿美元（约合人民币7.04-14.08亿元），新船将在2027年 上半年相继交付。 根据公告内容，本次签约的11.4万载重吨原油/成品油运输船是国际主流中型原油/成品油运输船型，具备装载量大、舱容充足、绿色节能的核心特点。该 船型在设计上兼顾航线适应性与货物装载灵活性，可高效适配全球多数原油及成品油港口装卸设备，能满足区域干线运输、炼厂原料补给及跨洋中长途运 输需求，是顺应国际最新油轮设计理念、满足当前航运市场对高效化、低碳化运输需求的优质船型。 图源：恒力重工 与此同时，恒力重工依托强大的产业链优势，已实现船用主机等核心部件的自主加工建造，强大的交付保障成为客户选择的核心原因。 截至目前，恒力重工已开工建造60余艘船舶，手持订单约170艘、排产至2029年。恒力重工系列项目全部达产后，可实 ...

恒力重工再获希腊船东2艘11.4万载重吨原油/成品油运输船订单。 松发股份表示，本次签约的11.4万载重吨原油/成品油运输船是国际主流中型原油/成品油运输船型，具 备装载量大、舱容充足、绿色节能的核心特点。该船型在设计上兼顾航线适应性与货物装载灵活性，可 高效适配全球多数原油及成品油港口装卸设备，能满足区域干线运输、炼厂原料补给及跨洋中长途运输 需求，是顺应国际最新油轮设计理念、满足当前航运市场对高效化、低碳化运输需求的优质船型。 LR2型船是恒力重工近期接单的主要船型。12月初，恒力重工与希腊航运巨头Minerva Marine、 Laskaridis Maritime分别签署生效多艘LR2型成品油船建造合同，其中Minerva Marine订造6艘、 Laskaridis Maritime订造了2艘。12月10日，恒力重工又与希腊船东CAPITAL签约2艘LR2型成品油船订 单。 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 ...

上述合同的正常履行，预计将对公司未来的业绩产生积极影响，有利于提高公司中长期市场竞争力和盈 利能力，进一步巩固公司的市场竞争优势。 *ST松发（603268）(603268.SH)发布公告，公司下属公司恒力造船(大连)有限公司(简称"恒力造船")2艘 11.4万载重吨原油/成品油运输船建造合同于近日签约生效。合同金额合计约1-2亿美元。 ...

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。 *ST松发(603268.SH)公告称，*ST松发(603268)12月19日公告，公司下属公司恒力造船（大连）有限公 司2艘11.4万载重吨原油/成品油运输船建造合同于近日签约生效，本次标的合同金额合计约1亿—2亿美 元，将于2027年上半年相继交付。 ...

人民财讯12月19日电，*ST松发（603268）12月19日公告，公司下属公司恒力造船(大连)有限公司2艘 11.4万载重吨原油/成品油运输船建造合同于近日签约生效，本次标的合同金额合计约1亿—2亿美元，将 于2027年上半年相继交付。 ...

人民财讯12月19日电，*ST松发（603268）12月19日公告，公司下属公司恒力造船(大连)有限公司2艘 11.4万载重吨原油/成品油运输船建造合同于近日签约生效，本次标的合同金额合计约1亿—2亿美元，将 于2027年上半年相继交付。 ...

Core Viewpoint - The company *ST Songfa has experienced a decline in stock price, with significant contracts signed for shipbuilding, indicating ongoing operational activities despite market fluctuations [1][2][3]. Group 1: Stock Performance - As of November 21, 2025, *ST Songfa's stock closed at 68.4 yuan, down 3.8% from 71.1 yuan the previous week [1]. - The stock reached a high of 75.0 yuan and a low of 67.55 yuan during the week [1]. - The company's current total market capitalization is 66.401 billion yuan, ranking 2nd in the home goods sector and 248th among all A-shares [1]. Group 2: Recent Contracts - The subsidiary, Hengli Shipbuilding (Dalian) Co., Ltd., signed contracts for the construction of two VLCC super-large crude oil tankers, with a total contract value of approximately 200-300 million USD, expected to be delivered in the first half of 2028 [2][4]. - Additionally, six contracts for 11.4 million deadweight ton oil/product tankers were signed, with a total value of about 400-600 million USD, planned for delivery in 2027 [2][4]. Group 3: Shareholder Meeting Outcomes - On November 20, 2025, the company held its sixth extraordinary general meeting, where several proposals were approved, including capital increases to subsidiaries and adjustments to routine related-party transactions for 2025 [3][4]. - The meeting had a quorum with shareholders representing 91.7006% of the total share capital, and all proposals were passed, with related shareholders abstaining from voting [3].

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]