Core Viewpoint - The company has signed contracts for the construction of one Very Large Crude Carrier (VLCC) and two Capesize bulk carriers, which are expected to enhance its market competitiveness and profitability in the long term [1][2]. Group 1: Contract Details - The contracts include one VLCC with a capacity of 306,000 tons and two Capesize bulk carriers, with the counterparty being a well-known international shipping company [1]. - The contracts are denominated in USD, with a performance period from the signing date until the delivery of the vessels, scheduled for mid-2026 and the second half of 2027 [1]. Group 2: Vessel Specifications - The VLCC is designed for high loading capacity, strong endurance, and operational efficiency, meeting the latest international design concepts and low-carbon transportation needs [1]. - The Capesize bulk carriers are core vessels in the international dry bulk shipping market, designed for scale transport, strong endurance, and superior economics, aligning with the trends of larger and greener bulk fleets [1]. Group 3: Impact on Company Performance - The normal execution of these contracts is expected to positively impact future performance, enhancing the company's long-term market competitiveness and profitability [2]. - The contracts will further solidify the company's competitive advantages in the ultra-large crude carrier market and the mainstream large bulk carrier market [2].

见习记者 荧墨 10月13日晚间，*ST松发（603268.SZ）发布公告称，该公司下属公司恒力造船（大连）有限公司（简 称恒力造船）3艘船舶建造合同于近日签约生效。 【导读】*ST松发3艘船舶建造合同于近日签约生效 豁免披露船东信息 公告表示，本次签署的相关合同系日常经营性合同，上市公司与交易对方不存在关联关系，所涉及的交 易不构成关联交易。 另外，由于本次签订的造船合同的交易对方为某国际知名航运公司，根据船东与恒力造船的约定，以及 《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。 交易合同显示，本次合同标的为1艘30.6万吨超大型原油运输船（VLCC）及2艘好望角型（Capesize） 散货船。本次标的合同金额合计约2亿至4亿美元，订单交期为2026年年中和2027年下半年相继交付。 值得一提的是，上述金额达到了《股票上市规则》中6.2.2条第二款"合同金额占上市公司最近一个会计 年度经审计主营业务收入50%以上，且绝对金额超过5亿元"之规定。 对此，公司表示，因合同金额涉及保密商务信息，根据《股票上市规则》《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具体金额。 巩 ...

Core Viewpoint - *ST Songfa (603268.SH) has signed effective contracts for the construction of three vessels, indicating a significant business development in the shipbuilding sector [1] Group 1: Contract Details - The contracts include one Very Large Crude Carrier (VLCC) with a capacity of 306,000 tons and two Capesize bulk carriers [1] - The total contract value is approximately between 200 million to 400 million USD [1]

格隆汇10月13日｜*ST松发(603268.SH)公告称，公司下属公司恒力造船（大连）有限公司近日与某国际 知名航运公司签订了3艘船舶建造合同，包括1艘30.6万吨超大型原油运输船（VLCC）和2艘好望角型 （Capesize）散货船。合同金额合计约2-4亿美元，占上市公司最近一个会计年度经审计主营业务收入 50%以上。 ...

Core Viewpoint - *ST Songfa has signed contracts for the construction of six Very Large Crude Carriers (VLCCs), which is expected to positively impact the company's future performance and enhance its market competitiveness and profitability [2]. Group 1: Contract Details - The contracts involve the construction of six VLCCs, each with a capacity of 30.6 million tons, with a total contract value estimated between 600 million to 900 million USD [2]. - The counterparties for these contracts are two well-known European shipowners, although specific details about the shipowners are exempt from disclosure as per relevant regulations [2]. Group 2: Operational Impact - The signed VLCCs are recognized as mainstream large crude oil transport vessels, characterized by high loading capacity, strong endurance, and operational efficiency [2]. - The normal execution of these contracts is anticipated to have a positive effect on the company's future performance, contributing to improved long-term market competitiveness and profitability [2]. - The contracts are classified as routine operational contracts, with no related party transactions involved, ensuring the independence of the company's business operations [2].

Core Viewpoint - *ST Songfa has successfully transformed from a loss-making ceramic manufacturer to a shipbuilding company, securing multiple significant contracts in the shipbuilding market [2][3]. Group 1: Recent Contracts - *ST Songfa's subsidiary, Hengli Shipbuilding, signed contracts for the construction of 4 Very Large Crude Carriers (VLCCs) with a total contract value of approximately $400 million to $600 million, with delivery scheduled between the second half of 2026 and the first half of 2027 [2]. - In September 2023, *ST Songfa disclosed three shipbuilding orders, including a contract for 2 VLCCs valued at approximately $200 million to $300 million, with a similar delivery timeline [2]. - Additionally, on September 12, 2023, Hengli Shipbuilding signed a contract for 4 container ships (6000 TEU) with a total value of approximately $300 million to $500 million, with the signing party being Eastern Pacific Shipping Pte. Ltd. [3]. Group 2: Financial Performance - In 2024, *ST Songfa reported an operating income of 275 million yuan and a net loss of approximately 76.64 million yuan. However, in the first half of 2025, the company achieved an operating income of 6.68 billion yuan and a net profit of 647 million yuan, indicating a significant turnaround [3]. - The recent shipbuilding orders are expected to contribute substantially to *ST Songfa's revenue, marking a pivotal shift in its financial outlook [3]. Group 3: Company Background - Established in 2002 and listed on the Shanghai Stock Exchange in 2015, *ST Songfa originally focused on daily ceramic manufacturing but faced continuous losses from 2021 to 2024 due to intensified competition and declining market demand [3][4]. - In May 2025, *ST Songfa completed a major asset restructuring, acquiring 100% equity of Hengli Heavy Industry Group, thus exiting the ceramic manufacturing sector and fully transitioning to shipbuilding and high-end equipment manufacturing, becoming China's first private shipbuilding company [3][4].

Core Viewpoint - *ST Songfa has signed a contract for the construction of four 306,000-ton Very Large Crude Carriers (VLCC) with a well-known European shipowner, with a contract value estimated between 400 million to 600 million USD, which is expected to positively impact the company's future performance [1] Group 1 - The contract involves the construction of four VLCCs [1] - The estimated contract value ranges from 400 million to 600 million USD [1] - Delivery of the vessels is expected between the second half of 2026 and the first half of 2027 [1]

Core Viewpoint - Company *ST Songfa announced a contract for the construction of two 306,000-ton Very Large Crude Carriers (VLCC) with a European shipowner, with a contract value estimated between $200 million to $300 million [2] Summary by Relevant Categories Contract Details - The contract is for the construction of two VLCCs, with a total contract value of approximately $200 million to $300 million [2] - The performance period of the contract extends from the signing date until the delivery of the vessels in the second half of 2026 [2] - Payment will be made in US dollars, and any disputes will be resolved through the London Maritime Arbitrators Association (LMAA) arbitration [2] Impact on Company Performance - The contract is expected to have a positive impact on the company's future performance [2] - However, the fulfillment of the contract may be influenced by factors such as changes in the shipping market, customer demand, fluctuations in raw material prices, and exchange rate variations [2]

Core Viewpoint - *ST Songfa has signed contracts for the construction of two Very Large Crude Carriers (VLCC) with a total contract value of approximately $200-300 million [1] Group 1: Contract Details - The contracts involve the construction of two 30.6 million-ton VLCCs [1] - The contract amount for the two vessels is estimated to be between $200 million and $300 million [1] Group 2: Vessel Specifications - The 30.6 million-ton VLCCs are designed to have large loading capacity, strong endurance, and high operational efficiency [1] - These vessels are adaptable to major global oil port loading and unloading equipment, meeting the demands for long-distance crude oil transportation and large-scale transport from oil fields to refineries [1] - The design aligns with the latest international tanker design concepts, catering to the current market's needs for large-scale and low-carbon transportation [1] Group 3: Company Capabilities - The signing of these contracts reflects the company's independent innovation capabilities and technical strength in the high-end ship design sector [1]