证券代码：603268 证券简称：*ST 松发 公告编号：2026-022 广东松发陶瓷股份有限公司 关于 2025 年年度报告编制及最新审计进展情况的 公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 广东松发陶瓷股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日披露了《关于实施退市风险警示暨停牌的公告》，公司因 2024 年度 经审计的利润总额、净利润、扣除非经常性损益后的净利润孰低者为 负值，且扣除与主营业务无关的业务收入和不具备商业实质的收入后 的营业收入低于 3 亿元，触及《上海证券交易所股票上市规则》第 9.3.2 条第一款第（一）项规定，上海证券交易所于 2025 年 4 月 29 日起对 公司股票实施"退市风险警示"。 根据《上海证券交易所上市公司自律监管指南第 2 号—业务办理（2025 年 8 月修订）》之"第十三号—退市风险公司信息披露"的相关规定， 财务类退市风险公司在股票被实施退市风险警示后，应当分别在年度 报告预约披露日前 20 个交易日和 10 个交易日，披露年 ...

*ST松发涨0.97%，报96.25元/股，股价再创新高，总市值突破934.37亿元，成交额达463.92万元。（AI 生成） ...

经济观察网ST松发(603268)在订单利好的背景下出现股价震荡，主要受以下多因素交织影响。 近期事件 公司自2025年11月以来频繁公告重大船舶订单，如2025年11月与新加坡EPS签约11亿-16亿美元订单， 2026年1月15日再签2艘VLCC合同，2026年2月3日新增欧洲船东散货船订单。截至2025年11月，手持订 单已排至2029年，合同总规模超200亿元。 业绩经营情况 公司预计2025年净利润24亿-27亿元，同比扭亏为盈，营收200亿-220亿元。2025年前三季度营收117.59 亿元，净利润12.71亿元，显示订单向业绩转化的初步成效。 资金面与技术面 近期资金流向分化，如2026年2月12日主力净流入726.01万元，但2月13日转为净流出5308万元。股价在 2026年2月2日至13日区间涨幅达19.14%，2月13日盘中触及99.88元高点，短期技术指标处于超买区间， 部分投资者可能因技术性回调压力选择卖出。 财务状况 2026年2月24日将有1.09亿股非公开发行股份上市流通，市场担忧解禁后股东减持可能增加抛压。2025 年三季报显示公司负债率81.42%，部分投资者可能关注其长 ...

格隆汇2月13日丨*ST松发(603268.SH)涨0.97%，报96.250元，股价创历史新高，总市值934.37亿元。 ...

Group 1: Major Announcements - Huapei Power plans to acquire 100% equity of Meichuang Zhiguan (Wuxi) Technology Co., Ltd. through convertible bonds and cash, with trading suspension starting from February 13 [2][3] - Zhongnan Culture is planning a major asset restructuring by acquiring controlling interest in Jiangyin Sulong Thermal Power Co., Ltd. through share issuance and cash payment, with trading suspension starting from February 13 [3] - Xiechuang Data intends to purchase servers from multiple suppliers, with a total contract amount expected to not exceed 11 billion [4] Group 2: Investment Projects - Hudian Co. plans to invest 3.3 billion in a new high-end printed circuit board production project, aiming to meet the growing demand for high-end PCBs in high-performance computing and next-generation networking [5] - Penghui Energy plans to invest a total of 3.3 billion in battery and cell production projects [11] - Jingrui Electric Materials intends to invest 600 million in a comprehensive base for key materials in the integrated circuit manufacturing industry chain in the western region [11] Group 3: Performance Reports - Jinyuanzi reported a total revenue of 253.4 million for 2025, a year-on-year increase of 19.46%, with a net profit of 37.3 million, up 22.20% [7] - Youyan Powder Materials reported a total revenue of 3.9 billion for 2025, a year-on-year increase of 20.85%, with a net profit of 7.1 million, up 19.41% [7] Group 4: Fundraising and Restructuring - Wenzhou Hongfeng plans to raise no more than 450 million through a private placement for lithium battery copper foil and semiconductor etching projects [9] - Yingkerui plans to raise no more than 379 million for various projects including smart high-frequency power supply systems [9] - China Shenhua received approval for issuing shares to acquire assets and raise matching funds [9] Group 5: Important Contracts and Orders - ST Songfa signed contracts for the construction of 17 vessels, with a total contract value between 1.6 billion and 1.8 billion [11] - Zhiguang Electric's subsidiary received a 210 million order for energy storage equipment [16] - Terui De is expected to win a bid for a renewable energy project worth approximately 137 million [16]

Group 1 - The People's Bank of China announced a 1 trillion yuan reverse repurchase operation to maintain liquidity in the banking system, indicating a reduced urgency for a short-term reserve requirement ratio cut [1] - Analysts suggest that the large liquidity injection allows for observation of effects before implementing broader monetary tools like a reserve requirement ratio cut, which remains an important option in the central bank's toolkit [1] Group 2 - Shenzhen's Industrial and Information Technology Bureau released an action plan for "Artificial Intelligence + Advanced Manufacturing" aimed at enhancing the semiconductor industry through AI applications [2] - The plan focuses on optimizing chip design and software code efficiency, and developing high-performance AI chips to meet the demands of various AI terminals [2] Group 3 - The Ministry of Industry and Information Technology is soliciting public opinions on mandatory national standards for the safety requirements of autonomous driving systems in intelligent connected vehicles [6] Group 4 - The Shanghai Stock Exchange plans to reduce market operating costs, expecting to return approximately 1.113 billion yuan to the market in 2026 through various initiatives [8] - The initiatives include optimizing information disclosure channels and enhancing regulatory service quality [8] Group 5 - The Ministry of Commerce proposed to impose countervailing duties on imported dairy products from the European Union, effective February 13, 2026 [9] Group 6 - The National Development and Reform Commission aims to establish a mandatory insurance system for unmanned aerial vehicles by 2027, enhancing the safety framework for low-altitude economic activities [10] Group 7 - The film industry is being targeted for consumption growth through a "Film +" initiative, with expectations for significant box office performance during the upcoming Spring Festival holiday [12] - Analysts highlight potential investment opportunities in film content producers, leading cinema companies, and firms with strong film production and marketing capabilities [12] Group 8 - A list of undervalued media stocks with projected earnings growth of over 100% has been compiled, indicating potential investment opportunities in the film and media sector [13]

智通财经APP讯，*ST松发(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")17艘船舶建造合同于近日签约生效。本次签署的17艘船舶建造合同包括1艘LR2型原油及成品油运 输船、8艘30.6万吨超大型原油运输船(VLCC)、4艘好望角型散货船、4艘6000TEU集装箱船。合同金额 合计为16-18亿美元。 ...

*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")17 艘船舶建造合同于近日签约生效。本次签署的17艘船舶建造合同包括1艘LR2型原油及成品油运输船、8 艘30.6万吨超大型原油运输船(VLCC)、4艘好望角型散货船、4艘6000TEU集装箱船。合同金额合计为 16-18亿美元。 ...

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，公司下属公司恒力造船（大连）有限公司近日与欧洲知名船东签订了17艘 船舶建造合同，包括1艘LR2型原油及成品油运输船、8艘30.6万吨超大型原油运输船（VLCC）、4艘好 望角型散货船、4艘6000TEU集装箱船。合同金额合计为16-18亿美元。本次签署的相关合同系日常经营 性合同，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。该合同的正常履行预计将对 公司未来的业绩产生积极影响。 ...

Group 1 - Fuda Alloy's controlling shareholder Wang Dawu plans to reduce his stake by up to 3% of the company's total shares, amounting to a maximum of 406.34 million shares, due to personal funding needs [1] - ST Songfa's subsidiary signed contracts for the construction of 17 vessels, with a total contract value between 1.6 billion to 1.8 billion USD [2] - Pairui Co. signed a technical cooperation agreement with a university to develop large-capacity power semiconductor devices and related power electronic modules, effective for three years [3] Group 2 - Shuangliang Energy indirectly participates in commercial aerospace projects, supplying heat exchangers for SpaceX's fuel production system, with orders totaling approximately 1.39 million CNY [4] - Hangya Technology plans to issue convertible bonds to raise up to 600 million CNY for various projects, including an intelligent manufacturing base in Malaysia [5] - Yuhua Development is publicly selling assets with a base price of 251 million CNY for residential properties [6] Group 3 - Penghui Energy plans to invest 2.1 billion CNY in a new battery production project in Zhengyang County, Henan Province, focusing on high-performance battery products [7] - Haige Communication's shareholder Yang Haizhou intends to reduce his stake by up to 0.1624% of the company's total shares [8] - Yaoshi Technology's controlling shareholder pledged 5.13% of shares to repay loans, with a pledge period from February 10, 2026, to February 2, 2027 [9][10] Group 4 - Hanyu Pharmaceutical received FDA approval for its drug Acetate Glatiramer Injection, used for treating relapsing multiple sclerosis [11] - Baiyao Tai's GoliMab Injection received EMA approval for various indications, including rheumatoid arthritis and ulcerative colitis [12] - Jiangxi Tungsten Equipment plans to issue A-shares to raise up to 1.882 billion CNY for acquisitions [13] Group 5 - Hesong New Materials expects to recognize asset impairment provisions between 23.6 million to 28.5 million CNY for 2025 [14] - ST Meichen's subsidiary is involved in two major lawsuits with a total amount of approximately 31.9 million CNY [15] - China Coal Energy reported a 7.3% year-on-year decline in coal sales for January 2026, with total sales of 20.05 million tons [16] Group 6 - Yida Co. plans to adjust its epoxy propylene derivative project, reducing the total investment from 845 million CNY to 642 million CNY [17] - Fosun Pharma's subsidiary received approval for a clinical trial of HLX15-SC for multiple myeloma treatment [18][19] - Yinfeng Communication's board members and executives have terminated their share reduction plan [20] Group 7 - Huazhong High-tech has waived its preferential purchase rights for a fund, extending the investment period from three to four years [21] - Warner Pharmaceuticals plans to participate in a national drug procurement program, with expected sales of 176 million CNY [22] - Changling Hydraulic announced a tender offer to acquire 12% of its shares at a price of 35.82 CNY per share [23] Group 8 - ST Chuan Zhi's stock may face delisting due to financial data falling below regulatory thresholds [24] - Tian Pharmaceutical and its subsidiaries are participating in a national drug procurement program, with expected sales of 323 million CNY [25] - China Metallurgical Group signed new contracts worth 73.65 billion CNY in January 2026 [26] Group 9 - Torus plans to invest 21.2 million CNY in a venture capital fund focused on artificial intelligence [27] - Shangwei Co. received a government subsidy of 1.764 million CNY, representing 10.79% of its net profit for 2024 [28] - Hanghua Co. reported a 21.97% decline in net profit for 2025, with total revenue of 1.249 billion CNY [29] Group 10 - Huaxia Bank reported a 1.72% decline in net profit for 2025, with total revenue of 91.914 billion CNY [30] - Guotou Fengle plans to transfer 51% of its stake in Hubei Fengle Ecological Fertilizer to optimize management [31] - Huaru Technology is co-investing in a fund with a total commitment of 20 million CNY [32] Group 11 - Jindike reported a loss of 173 million CNY for 2025, despite a 40.13% increase in revenue [33] - Zhenong Co. announced a 0.52% increase in shares held by a major shareholder [34] - Maike Audi plans to recognize asset impairment provisions of approximately 52.55 million CNY [35] Group 12 - Fuan Pharmaceutical's subsidiary is expected to be selected for a national drug procurement program, with projected sales of 680 million CNY [36] - Rundu Co. is participating in a national drug procurement program, with some products expected to be selected [37] - Changqing Co. has postponed its large-scale die-casting project to March 2027 due to customer requirements [38] Group 13 - Pan Asia Micro透 received a patent for a graphene-based automotive headlight defogging device [39] - Luan An Huan Neng reported a 17.1% increase in raw coal production for January 2026, totaling 5 million tons [40] - Guangji Pharmaceutical received a drug registration certificate for Mecobalamin Tablets [41] Group 14 - Ruifeng New Materials announced the resignation of its deputy general manager for personal reasons [42] - Zhiguang Electric's subsidiary signed a procurement contract for energy storage equipment worth 210.4 million CNY [43] - Youyan Powder Materials reported a 19.41% increase in net profit for 2025 [44] Group 15 - Jincheng reported a 22.2% increase in net profit for 2025, with total revenue of 253 million CNY [46]