China's economy met its annual growth target, but this was driven by a record trade surplus rather than internal spending. This creates an opportunity to invest in the export-oriented industrial companies that are powering through the domestic slowdown.
Published on January 20
China's $1.2 trillion trade surplus is the highest on record, creating massive tailwinds for export-focused companies that are riding this unprecedented wave of international demand.
These companies operate at the heart of global trade flows, from electric vehicle manufacturing to logistics networks, positioning them to benefit as China becomes the world's factory floor.
While China's domestic markets struggle, these export champions are thriving on international sales, offering a tactical way to invest in China's strongest economic engine right now.
China's economy achieved 5% growth in 2024, but this was powered by a record $1.2 trillion trade surplus rather than domestic spending. This creates a unique opportunity to invest in the export-oriented companies that are thriving while China's internal markets struggle. We've identified the industrial backbone driving this export boom.
This is a tactical play on China's 'two-speed' economy, where strong international demand compensates for weak domestic consumer and property markets. These companies operate in global supply chains and benefit from robust external sales, potentially offering more resilient performance than domestically-focused Chinese businesses.
Each company was handpicked by professional analysts for its direct exposure to China's export engine. From logistics providers moving goods globally to manufacturers of electric vehicles and industrial components, these businesses are positioned to benefit from the structural shift towards export-driven growth in the world's second-largest economy.
The basket's total market capitalisation is 81,354.77895 and is heavily concentrated in a few large‑cap constituents that anchor overall value, suggesting a lower‑risk, broad‑market‑like profile compared with small‑cap baskets.
CYD: $1.61B
ZTO: $17.62B
XPEV: $19.65B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
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Here are a few of the assets in this group. Create an account to unlock the full list.
CHINA YUCHAI INTERNATIONAL
CYD
Current Price
$39.24
China Yuchai International manufactures and sells a wide variety of engines for trucks, buses, and construction equipment, making it a key supplier to...
China Yuchai International manufactures and sells a wide variety of engines for trucks, buses, and construction equipment, making it a key supplier to the export-oriented industrial sector.
ZTO EXPRESS (CAYMAN) INC SPON ADS EACH REPR 1 SHS CL A
ZTO
Current Price
$21.40
ZTO Express is a major express delivery company in China, providing essential logistics services that underpin the country's booming e-commerce and ex...
ZTO Express is a major express delivery company in China, providing essential logistics services that underpin the country's booming e-commerce and export industries.
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On average, analysts expect assets in this group to grow 109.38% over the next year.
13 of 13 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+109.38%
