Shang Hai Zheng Quan Bao·2026-01-06 17:53Core Viewpoint - The beginning of 2026 marks a significant year for economic development in China, with A-share listed companies actively engaging in various projects, signaling confidence and vitality for high-quality growth throughout the year [2]. Group 1: Investment and Project Announcements - Companies such as Qiaoyin Co. have won contracts for urban sanitation projects worth approximately 1.225 billion yuan, while Xusheng Group received a notification for a 7.8 billion yuan project from a North American electric vehicle manufacturer [2]. - Fulin Precision's subsidiary plans to invest 8.7 billion yuan in a project to produce 500,000 tons of high-end lithium iron phosphate for energy storage [2][4]. - Guizhou Tire announced plans to invest 299 million USD in a tire manufacturing project in Morocco, expected to generate annual sales of 183 million USD and profits of approximately 40.87 million USD [3]. - New materials and energy sectors are seeing significant investments, with companies like Dongfang Zircon and Fulin Precision expanding their production capabilities in battery-grade materials [4]. Group 2: Order Wins and Market Expansion - A-share companies are securing large orders across various sectors, including infrastructure and new energy, reflecting the vitality of these industries [5]. - Jingong Steel Construction won a bid for a project in Hangzhou worth 824 million yuan, marking a strategic shift towards total contracting [6]. - Xusheng Group, a core supplier for Tesla, received a long-term contract worth approximately 7.8 billion yuan for supplying components, indicating strong recognition of its capabilities [6]. Group 3: Production and Operational Updates - Companies are entering a phase of production and operational ramp-up, with several projects moving into the production stage [8]. - Zhongmin Resources announced the completion of a project to upgrade its lithium salt production line, increasing its annual capacity to 71,000 tons [8]. - Precision Technology successfully launched its first carbon fiber production line, marking a significant step in domestic production capabilities [8].