Q1 Order Scan for Listed Companies: Multi-billion Yuan Mega-orders Emerge, Featuring Overseas Expansion and Long-term Contracts

CSSC Holdings announced on March 30 that its subsidiary signed construction contracts with a well-known domestic shipowner for 10 Very Large Crude Carriers (VLCCs), with an amount between 8 and 9 billion yuan; Moore Threads announced on the same day that it recently signed a sales agreement for intelligent computing clusters worth 660 million yuan... In the first quarter of this year, A-share listed companies have been continuously signing orders, with multi-billion yuan deals landing intensively. Sectors such as new energy, computing power, innovative drugs, and high-end manufacturing have become core gathering areas for large orders. A review shows that first-quarter orders from listed companies exhibit two prominent characteristics: the scope of overseas orders continues to broaden, and the proportion of long-cycle contracts has significantly increased. (China Securities Journal)