格隆汇2月9日丨*ST松发(603268.SH)公布，公司下属公司恒力造船（大连）有限公司（以下简称"恒力 造船"）10艘15.8万载重吨原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7-10亿美 元。 ...

Core Viewpoint - *ST Songfa's stock price increased by 2.59% this week, closing at 85.59 yuan, with a total market capitalization of 83.089 billion yuan, ranking 2nd in the marine equipment sector and 225th in the A-share market [1] Company Announcements - Hengli Shipbuilding (Dalian) Co., Ltd. received a government subsidy of 200 million yuan related to assets, which will be recognized as deferred income, with the final accounting treatment and impact on profit and loss subject to annual audit results [1][2] - Hengli Shipbuilding (Dalian) recently signed a contract for the construction of a Capesize bulk carrier, with a contract value of approximately 70 to 100 million USD, expected to be delivered in the third quarter of 2027. Payment will be made in installments in USD, and disputes will be resolved through arbitration by the London Maritime Arbitrators Association. This contract is a routine operational contract and does not require board or shareholder approval, nor does it affect the company's business independence [1][2]

二、合同主要内容 （一）2艘30.6万吨超大型原油运输船 证券代码：603268 证券简称：*ST松发 公告编号：2026-017 广东松发陶瓷股份有限公司 关于下属公司签订日常经营重大合同的公告 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"）下属公司恒力造船（大连） 有限公司（以下简称"恒力造船"）2艘30.6万吨VLCC超大型原油运输船及2艘15.8 万载重吨原油运输船建造合同于近日签约生效。现将相关情况公告如下： 一、履行审议程序情况 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，根据《股票上市规则》之规定，公司本次签署日常交 易相关合同无需经公司董事会、股东会审议。 是否需要履行审议程序：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，根据《上海证 券交易所股票上市规则》（以下简称"《股票上市规则》"）之规定，公 司本次签署日常交易相关合同无需经公司董事会、股东 ...

*ST松发（603268）(603268.SH)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30.6 万吨VLCC超大型原油运输船及2艘15.8万载重吨原油运输船建造合同于近日签约生效。本次标的合同金 额分别合计约2-3亿美元、约1.6-2亿美元。 ...

智通财经APP讯，*ST松发(603268.SH)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30.6万吨VLCC超大型原油运输船及2艘15.8万载重吨原油运输船建造合同于近日签约生效。本次标的 合同金额分别合计约2-3亿美元、约1.6-2亿美元。 ...

Core Insights - Over 2900 A-share listed companies have released their 2025 earnings forecasts, with high-performing companies attracting significant interest from fund institutions [1][2] - Notable companies with substantial profit growth include Zijin Mining, which is expected to achieve a net profit of 510-520 billion yuan, and Industrial Fulian, projected to reach 351-357 billion yuan [2][3] Company Performance - Zijin Mining is expected to see a net profit increase of 59%-62% in 2025, with 78 fund companies holding its shares, including well-known fund managers [2] - Industrial Fulian anticipates a net profit growth of 51%-54%, with 96 fund companies holding its shares, primarily managed by E Fund [3] - *ST Songfa is projected to turn a profit with a net profit of 24-27 billion yuan, attracting new institutional investors in Q4 2025 [4] - Tonghua Dongbao expects a net profit of 12.42 billion yuan, also turning a profit, with new institutional investors entering in Q4 2025 [4] - Honghe Technology forecasts a net profit of 1.93-2.26 billion yuan, showing a significant growth of 745%-889%, with new institutional investors in Q4 2025 [4] - Baiwei Storage anticipates a net profit of 8.5-10 billion yuan, with 40 fund companies holding its shares and several increasing their positions in Q4 2025 [5] Market Outlook - The release of earnings forecasts and annual reports is expected to lead to a focus on companies' performance, with a potential for market stabilization and upward movement [6] - Fund institutions suggest that the market may return to a structure driven by "profit certainty + industry trends," with opportunities in core technology and manufacturing sectors [6] - External factors may create short-term pressure, but domestic policy support and a stable capital market are expected to mitigate significant downturns [7] - Investment strategies are recommended to focus on growth sectors like AI and semiconductors, as well as areas benefiting from "anti-involution" policies, such as new energy [7]

Core Viewpoint - The maritime equipment sector experienced a 1.5% increase on February 4, with Jianglong Shipbuilding leading the gains. The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1]. Group 1: Market Performance - Jianglong Shipbuilding (300589) closed at 19.17, up 3.73% with a trading volume of 468,400 shares and a transaction value of 903 million yuan [1]. - Hailan Technology (300065) closed at 29.28, up 3.10% with a trading volume of 2,379,500 shares and a transaction value of 6.94 billion yuan [1]. - Yaxing Guolian (601890) closed at 11.22, up 2.56% with a trading volume of 816,100 shares and a transaction value of 91.8 million yuan [1]. - China Shipbuilding (600150) closed at 35.11, up 1.42% with a trading volume of 1,104,600 shares and a transaction value of 3.889 billion yuan [1]. Group 2: Capital Flow - The maritime equipment sector saw a net outflow of 392 million yuan from institutional investors, while retail investors contributed a net inflow of 267 million yuan [1]. - Jianglong Shipbuilding had a net inflow of 82.05 million yuan from retail investors, but a net outflow of 19.95 million yuan from speculative funds [2]. - China Shipbuilding experienced a net inflow of 1.02 million yuan from institutional investors, but a net outflow of 2.55 million yuan from speculative funds [2].

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1艘好望角型散货船建造合 同，合同金额约0.7-1亿美元，达到《股票上市规则》规定的重大合同标准。交易对方为欧洲知名船 东，合同履约期限自签约生效至船舶交付，预计2027年第三季度交付。支付方式为美元分期付款，争议 解决方式为伦敦海事仲裁员协会仲裁。该合同系日常经营性合同，无需提交董事会或股东会审议，对公 司业务独立性无影响。合同履行可能受航运市场、原材料价格、汇率波动等因素影响，存在投资风险。 2月3日主力资金净流出3686.2万元，占总成交额13.36%；游资资金净流入2670.65万元，占总成交额 9.68%；散户资金净流入1015.55万元，占总成交额3.68%。 公司公告汇总关于下属公司收到政府补助的公告 广东松发陶瓷股份有限公司下属公司恒力造船（大连）有限公司于2026年2月2日收到与资产相关的政府 补助资金2亿元人民币。根据《企业会计准则16号-政府补助》规定，该补助确认为递延收益。具体会计 处理及对公司2026年度损益和资产的影响以年度审计结果为准。 关于下属公司签订日常经营重大合同的公告 截至2026年2月3日收盘，*ST松发( ...

Core Insights - The article discusses the performance of ST stocks in the Chinese capital market, highlighting a significant number of companies facing delisting risks due to poor financial results [2][3]. Group 1: Performance of ST Stocks - As of February 2, 178 ST stocks were under risk warnings, with 176 having released earnings forecasts, indicating a trend of companies struggling to meet performance expectations [2][3]. - Only 24% of ST stocks reported improved performance, with 118 continuing to incur losses, while 93 stocks under delisting risk showed that 58 were expected to continue losing money [3][4]. Group 2: Major Losses and Financial Indicators - ST晨鸣 (000488.SZ) is projected to incur the largest loss, estimated between 8.2 billion to 8.8 billion yuan, marking its third consecutive year of losses totaling 16.9 billion yuan [3][4]. - ST柯利达 (603828.SH) anticipates a net loss of 160 million to 200 million yuan, a drastic decline of 1964.13% to 2430.16% compared to the previous year [4]. Group 3: Delisting Risks - Companies like *ST岩石 and *ST精伦 are at risk of delisting due to failing to meet financial criteria, with *ST岩石 expected to have an operating income below 300 million yuan [5][6]. - Several ST stocks are likely to receive non-standard audit opinions, which could further jeopardize their listing status, such as *ST观典 and *ST太和 [5][6]. Group 4: Recovery Efforts - Some ST stocks are attempting to turn around their fortunes through restructuring and asset sales, with *ST金科 (000656.SZ) projecting a net profit of 30 billion to 35 billion yuan for 2025 after a significant debt restructuring [7][8]. - *ST松发 is also expected to achieve a net profit of 2.4 billion to 2.7 billion yuan, following a major asset restructuring that shifted its business focus [8][9].

2026.02. 03 本文字数：2303，阅读时长大约4分钟 作者 | 第一财经 安卓 每当年报过后，就会有一批因业绩再度不达标的风险警示股黯然挥手资本市场，而业绩预告，往往成为市场观察这些公司命运走向的重要风向标。 Wind数据显示，截至2月2日，178只风险警示股中，已有176只发布了业绩预告，其中。93只退市风险警示股已全部发布业绩预告。 这是一场保壳的极速狂奔，仅24%的ST股业绩向好，多只ST股拉响了退市警报，如*ST岩石（600696.SH）、*ST精伦（600355.SH）、*ST观典 （688287.SH）等均称，公司股票可能被终止上市。这些公司大多存在被出具非标年报、利润亏损、扣除后营业收入为负值、期末净资产为负值等情 况，部分公司遭立案调查或被处罚。 退市制度是市场新陈代谢的重要一环，自退市新规发布实施以来，资本市场正加速形成"应退尽退、及时出清"的常态化退市格局。 仅24%ST股业绩向好 Wind数据显示，在178只ST股中，118只续亏、33只扭亏、12只首亏、7只预增、3只预减、1只续盈、1只略增、1只略减，业绩向好的仅占比24%左右。 在其中的93只退市风险警示股中，58只预告续 ...