The project launched has secured orders, and the listed companies are continuously reporting good news.

At the start of the new year, A-share listed companies are rapidly announcing positive news related to investments, construction, and winning bids. On one hand, many high-end manufacturing companies are increasing external investments around technological breakthroughs, artificial intelligence (AI), and internationalization to strengthen their core capabilities; on the other hand, projects in popular fields such as green low-carbon, energy storage, and new materials are accelerating, with large domestic and international orders continuously being secured in energy infrastructure. The simultaneous promotion of industrial upgrading and international expansion marks a “good start” for high-quality development of listed companies.

Investment Strategies Bloom in Multiple Areas

Focus on Technological Breakthroughs and Cutting-Edge Sectors

Recently, several companies in high-end manufacturing and related fields have strengthened their core businesses through external investments, tackling key technologies and seizing new opportunities in AI development, while also accelerating their internationalization efforts to solidify their hard power.

In high-end manufacturing, many companies are investing to reinforce technological barriers. On the evening of February 27, Nichirei Technology announced plans to jointly establish Saimikon Semiconductor (Wuxi) Co., Ltd. with its controlling subsidiary SSTI, with Nichirei holding 70%. They will build an integrated technology R&D platform to promote the rapid implementation, iterative upgrading, and成果转化 of high-end semiconductor testing technology domestically, enhancing Nichirei’s technological barriers in advanced process semiconductor testing.

Nichirei stated that this external investment will extend its product system to key areas such as semiconductor design debugging and yield improvement, enabling the development, production, and supply of domestically produced high-end semiconductor testing equipment, helping the company become a one-stop provider of semiconductor testing solutions.

Lite Optoelectronics announced plans to invest in the construction of a quartz fabric R&D center and manufacturing base in Xi’an High-tech Zone through its controlling subsidiary Lite Quasi Stone, with a total investment of 1 billion yuan. The project will be implemented in 2 to 3 phases, with the first phase involving about 400 million yuan, and the entire construction expected to be completed within 2 to 3 years. “This project will advance quartz fiber electronic fabric from technological R&D to large-scale production, enhancing the company’s technological innovation capabilities and core competitiveness,” said Lite Optoelectronics.

Capturing new opportunities in frontier technologies like AI has become a key investment focus for listed companies. For example, Songsheng Co., Ltd. signed a joint venture agreement on February 25 to establish Shenzhen Songsheng Yimai Digital Energy Technology Co., Ltd., which will develop, produce, and sell digital energy products such as server power supplies and AI power supplies. Songsheng will invest 15.3 million yuan for a 51% stake.

Songsheng stated that, based on steady growth in existing businesses, it is strategically entering new promising niche markets to maintain growth momentum and enhance its investment value.

The pace of global expansion among A-share companies continues to accelerate, with many investing to expand overseas markets. Guoci Materials plans to acquire 100% of Australian listed company SDI Limited and its subsidiaries for 816 million yuan, leveraging SDI’s global distribution network and customer service system to accelerate the internationalization of dental restoration materials and promote the global expansion of its oral business.

Dalian Youyi intends to establish three wholly owned subsidiaries in the UAE, Malaysia, and Guinea through its subsidiary Hong Kong Yingchi Trading Co., Ltd., each funded with its own capital, implementing a “go global” strategy. By localizing operations, benefiting from policy incentives, and technological innovation, the company aims to reduce supply chain costs, increase overseas market share, and open up international growth opportunities.

Project Construction Accelerates for Greater Efficiency

Green Transformation and Capacity Gains Follow

After the Spring Festival, the pace of project construction among listed companies remains vigorous. A batch of green low-carbon, energy storage, and new material projects are being rapidly implemented, with some early-stage investments successfully put into operation, ushering in a harvest period for enterprises.

Companies like Shandong Haihua and Luoping Zinc Electric are using green low-carbon projects as a key approach to industrial upgrading. Shandong Haihua announced plans to invest 4.837 billion yuan to upgrade and improve its soda ash production facilities based on resource and energy recycling, with a construction period of 24 months.

Shandong Haihua indicated that the ammonia-soda process will produce 1 million tons annually. The project will utilize green electricity and direct supply to reduce costs, build a green low-carbon technical system, and achieve energy savings and emission reductions while lowering operational costs and enhancing product competitiveness.

Projects in new energy and energy storage are also rapidly advancing. For example, Neusoft Carrier’s subsidiary Guangdong Hongqing Run Energy Storage plans to build the Foshan Nanhai pilot base of the National New Energy Innovation Center, including a 200MW/400MWh grid-side independent energy storage station. The project’s dynamic investment is 453 million yuan, with a planned construction period of 6 months.

Some companies’ projects have already entered the production and harvest phase. On the first working day after the holiday, Bohai Chemical’s new acrylic ester and superabsorbent resin materials project, which was under construction, has met the conditions for commissioning and has begun operation. The project is implemented by Bohai Petrochemical, a subsidiary of Bohai Chemical, using the remaining 682 million yuan from previous fundraising. Bohai Chemical stated that this marks a shift from producing only acrylic products to a diversified range of polymer new materials.

Domestic and International Orders Flood In

Energy Infrastructure Projects Dominate

Recently, many listed companies have secured large domestic and international orders. Domestically, energy and power sectors have seen frequent good news, with several companies winning key projects; internationally, some companies have secured large-scale projects, demonstrating their competitive strength in global markets.

In the domestic market, energy infrastructure is a major order hub. Huadian Engineering won the EPC contract for the steel structure cooling tower of the Inner Mongolia Huadian Tenger Desert 4×100 MW coal power project, with a bid price of 827 million yuan. This project is a core hub of the Tenger Desert “Shagehuang” new energy base, and winning the bid will further strengthen the company’s leading position in high-end energy engineering.

Beijing Keliu won the second batch of distribution network equipment framework bidding for Southern Power Grid’s 2025 projects, with a total bid amount of about 288 million yuan, accounting for 14.10% of the company’s audited operating revenue in 2024. The performance of these contracts will positively impact the company’s operations in 2026 and beyond.

In the international arena, Chinese companies continue to win orders thanks to their technological and service advantages. Jiangsu Shuangliang Cooling Systems Co., Ltd., a wholly owned subsidiary of Shuangliang Eco-Energy, was awarded a contract for the H-class combined cycle power plant air-cooling island (ACC) system in the Middle East, with an estimated bid amount of 100 million yuan. The project involves design, manufacturing, and transportation, and is a key part of local energy planning. Once completed, it will reduce industrial and residential electricity costs and promote a transition to high-efficiency, low-carbon energy.

Jintao Liang’s subsidiary, Jintao Liang Architectural Decoration (Malaysia) Co., Ltd., won the Sabah Intercontinental Resort Hotel project in Malaysia, with a bid amount of about 281 million yuan. The company said this win is part of its deeper overseas localization strategy and expansion into Southeast Asia, helping to enhance its brand influence in high-end hotel decoration abroad and laying a foundation for exploring Southeast Asian markets.