Trump Planning China Visit? Which Sectors and Stocks Could Benefit?

Market rumors suggest China may invite President Trump to a September 3 commemorative event and parade in Beijing’s Tiananmen Square, marking the 80th anniversary of the victory in the global triumph of the Anti-Fascist War.

 

But it is unconfirmed now.

 

We can assuming Trump’s visit to China as a potential event, and analyze which sectors and stocks might benefit based on his past visits and the current environment:

 

Energy Sector

Trump emphasizes energy independence and fossil fuel exports, and his visit could advance U.S.-China LNG and oil trade.  

 

Chevron may benefit from expanded U.S.-China LNG and crude oil trade, as Trump pushed similar energy deals in 2017, positioning Chevron for new contracts as a global energy giant.  

 

Occidental Petroleum could gain from U.S.-China petrochemical projects, aligning with Trump’s energy policy and its low-carbon tech focus.

 

Semiconductor Sector

Trump’s visit may seek to ease chip export restrictions to China, relieving pressure on U.S. tech firms and securing supply chains.  

 

Qualcomm could benefit, with 30% of its revenue from China, as relaxed AI and high-performance chip restrictions may boost 5G and IoT chip sales.  

 

Broadcom, a supplier for Apple and data centers, may see order growth from U.S.-China tech cooperation, especially in China’s cloud market.

 

Automotive Sector

Trump’s push for manufacturing and EV supply chain integration could lead to auto parts and rare earth magnet trade deals.  

 

General Motors, with deep China market ties, may see lower EV production costs if rare earth supplies stabilize, potentially expanding its Shanghai joint-venture factory.  

 

Magna International, a global auto parts supplier, could benefit from U.S.-China battery material and motor magnet supply chain cooperation, particularly in EV components.

 

Defense Sector

Rare earths are critical for defense, and Trump’s visit may secure supply agreements, benefiting U.S. defense contractors.  

 

Lockheed Martin could gain from stable rare earth supplies, reducing production costs.  

 

RTX Corporation, a missile and radar system maker, may benefit from rare earth and tech cooperation, ensuring a stable defense supply chain.

 

However,among these sectors, I’m most bullish on defense. As previously noted in analyses of BigBear and Palantir, defense could be a key theme in the second half of 2025.

 

With global arms races intensifying and geopolitical volatility rising, opportunities for defense stocks are growing significantly.