1月22日，在通辽市盈通能源有限责任公司日处理2×240万方天然气液化项目建设现场，工作人员正在 安装设备，计划于2026年4月调试，6月正式投产。2026年，通辽市科左后旗计划实施重点项目27个，总 投资104.45亿元，年度计划投资61.43亿元，同时储备重点补充项目22个，年度投资45.82亿元。本报记 者 孟和朝鲁 摄 （来源：内蒙古日报） 转自：内蒙古日报 ...

Group 1: Key Developments in Companies - Domestic GPU manufacturer Jingjia Micro announced that its subsidiary Chengheng Micro has successfully completed key stages of the edge AI SoC chip CH37 series, including tape-out, packaging, and testing, marking a significant breakthrough in the project [1][3] - Heshun Technology reported that its subsidiary successfully completed the carbonization stage of its 350-ton M-grade carbon fiber project, which is a crucial milestone in the company's carbon fiber sector [1][7] - Moulding Technology signed a procurement framework agreement with a domestic robotics company and received a small batch order for humanoid robot outer covers, marking a key milestone in entering the humanoid robot market [1][8] Group 2: Financial Implications and Market Impact - Jingjia Micro's third-quarter revenue reached 301 million yuan, a year-on-year increase of 230.65%, while the net profit attributable to shareholders was 15.08 million yuan, up 246.66% [5] - Shu Dao Equipment won a bid for the Nigeria Rumuji natural gas liquefaction facility project, with a contract value of 64.86 million USD (approximately 458 million yuan), which represents 53.13% of the company's audited revenue for the recent fiscal year [1][8] - Changchun High-tech's subsidiary signed an exclusive licensing agreement for the GenSci098 injection project, which could yield up to 1.365 billion USD in milestone payments, significantly enhancing the company's global development strategy [1][10]

Core Insights - Multiple A-share companies announced positive developments on December 15, indicating significant progress in various sectors, including AI, carbon fiber, robotics, and international projects. Group 1: Company Announcements - Jingjia Micro announced that its subsidiary Chengheng Micro has successfully completed key stages of its edge AI SoC chip CH37 series, marking a significant breakthrough in development [1][2] - Heshun Technology reported that its subsidiary has completed the carbonization phase of its 350-ton M-grade carbon fiber project, achieving international advanced performance standards [7] - Mould Technology signed a procurement framework agreement with a domestic robotics company, receiving a small batch order for humanoid robot outer covers, marking its entry into the humanoid robotics sector [7][8] Group 2: Project Developments - Shudao Equipment won a bid for the Rumuji natural gas liquefaction facility project in Nigeria, with a contract value of $64.86 million, representing 53.13% of the company's audited revenue for the last fiscal year [8] - Shenghui Integration's subsidiary in Thailand secured a project order worth approximately 432 million RMB, contributing positively to the company's overseas business development [9] - Changchun High-tech signed an exclusive licensing agreement for the GenSci098 injection project, potentially earning up to $1.365 billion in milestone payments, which aligns with the company's global development strategy [10]

Core Viewpoint - Multiple A-share companies announced positive developments on December 15, indicating significant progress in various sectors, including AI chips, carbon fiber production, robotics, and international project contracts [1]. Group 1: GPU Industry - Jingjia Micro announced that its subsidiary Chengheng Micro has successfully completed key stages of its edge AI SoC chip CH37 series, including tape-out, packaging, and testing, marking a significant breakthrough [2][3]. - The CH37 series chip provides a peak AI computing power of 64 TOPS@INT8, supporting high-demand applications in robotics, AI boxes, smart terminals, and drones [2]. - The chip is designed for flexible precision computing, ensuring both inference efficiency and algorithm development flexibility [3]. Group 2: Carbon Fiber Production - Heshun Technology reported that its subsidiary successfully completed the carbonization stage of its 350-ton M-grade carbon fiber project, achieving international advanced performance standards [6]. - This milestone is crucial for the company's carbon fiber industry chain layout and strengthens its core competitive advantages [6]. Group 3: Robotics Sector - Moulding Technology signed a procurement framework agreement with a domestic robotics company, receiving a small batch order for humanoid robot outer covers, marking a key entry into the humanoid robotics market [6][7]. - This order signifies recognition of the company's manufacturing processes and quality assurance systems, laying the groundwork for expanding its customer base in the robotics sector [7]. Group 4: International Projects - Shudao Equipment won a bid for the Rumuji natural gas liquefaction facility project in Nigeria, with a contract value of $64.86 million (approximately 458 million RMB), representing 53.13% of the company's audited revenue for the 2024 fiscal year [7]. - This project marks the company's first large-scale LNG facility project in Africa, enhancing its international strategy and brand influence in the global natural gas liquefaction sector [7]. - Shenghui Integration's subsidiary Acter won a project order in Thailand worth approximately 432 million RMB, contributing positively to the company's overseas business development [8]. Group 5: Pharmaceutical Sector - Changchun High-tech's subsidiary signed an exclusive licensing agreement for the GenSci098 injection project, potentially earning up to $1.365 billion in milestone payments, which aligns with the company's global development strategy [9].

Core Viewpoint - The company has been awarded a contract for the Rumuji LNG liquefaction facility project in Nigeria, marking a significant milestone in its international expansion efforts in the LNG sector [1] Group 1: Contract Details - The project bid amount is $64,860,000, which is approximately ¥458 million when converted at the exchange rate of 1:7.05 [1] - The scope of supply includes process packages, engineering design, equipment manufacturing and supply, technical services, and related documentation and personnel training [1] - The project is located at the existing Rumuji site in the Port Harcourt area of Nigeria [1] Group 2: Financial Impact - The contract amount represents about 53.13% of the company's audited revenue for the most recent fiscal year [1] - Successful signing and implementation of the project are expected to have a positive impact on the company's future operating performance [1] Group 3: Strategic Importance - This project marks the company's first engagement in a medium to large-scale LNG facility in Africa, enhancing its brand influence and technical output capabilities in the global LNG liquefaction field [1]

Core Viewpoint - The company, Shudao Equipment, has been awarded a contract for the Nigeria Rumuji liquefied natural gas facility project, with a contract value of $64.86 million, approximately 458 million RMB [1] Group 1 - The company received a notice of award from Greenville Liquefied Natural Gas Co., Ltd. confirming its status as the winning bidder for the project [1] - The project is significant in the context of the liquefied natural gas sector in Nigeria, indicating potential growth opportunities for the company [1]