First of all. Where does it say that shipment started 2Q this year? How can it start without any product?
The China deal is fake, it is 1 1/2 years old and with no real income, when it the contract value supposedly is 500 million, then i would draw the conclusion that this contract is fake. They haven`t mentioned it in any of their filings. And normal company do mention progress in contract that is supposed to be wort 4-5 times the company value.