There has also been some news going out on aircraft carrier and SSBN. First, let's look at aircraft carriers, here is a photo of Varyag from recent times.
Now, we have seen numerous articles talking about China getting ready to build aircraft carrier. I have this article from kanwa's recent article.
This is not saying much, except that switchboard being ordered for aircraft carrier. Afterward, it commented on the possible shipyards for building the carrier. And it also talks about the welding equipment (I think) used for Chinese military ships.
From what I can gather on some of the more reliable sources on Chinese military webs, the indigenous aircraft project is known as the Project 048.
In terms of the supplier, I found a possible list a while back, don't know how accurate it is:
catapult, arresting gear, special steel deck - Deyang 2nd heavy limited - I think this is the website for one of the subsidiary of this company?
This place is somewhere in Szechuan
fully delivered or party delivered already
ship hull - Hudong Zhonghua in Changxin (no confirmation)
Ship bearing - Harbin Bearing Limited (already delivered)
This is their website http://www.bearinghrb.com/
Boiler accessories - Harbin Boiler factory (already delivered)
special ship plate - Anshan steel http://www.ceie.com.cn/ (delivered)
Baoshan steel - http://www.baosteel.com
naval fighter - SAC (in development)
Ship design - CSIC 701 institute (finalized design)
配套舰船--------江南重工、沪东中华 长兴岛 、大连重工、黄埔造船（已开工）
escorts .... you guys know
配套核潜艇------葫芦岛厂、江南重工 长兴岛 （已开工或准备开工）
submarines - you guys also know
辅助舰----------沪东中华 长兴岛 、黄埔造船、广船（已开工）
replenishment ship - 886/887
training ship - Dalian - Varyag
For the steel making part, there are basically 2 steel makers that have already delivered steel for the carrier and a third one that has yet to finish. Once everything is done, they will assess which one meets the requirements.
As for nuclear submarine, we've heard about the 094 being found on satellite imaging by FAS recently. Now, I don't have access to the satellite imaging, but I'm still unconvinced on this. There has been much speculation that the newly discovered ballistic submarine is 092 mod rather than 094. I think the only fair thing to say at this point is to not jump the gun either way. Kanwa mentioned something about 096 design being almost finished in the current edition of Kanwa. There has been one supplier that accidentally revealed it's part of the 095 SSN project a while back, but we have not found anything similar for 096.