China just posted a record trade surplus of $1.2t in 2025 on exports of $3.77t, even as US tariffs of up to 145% reshaped global trade routes. Instead of collapsing, Chinese exporters shifted more goods toward Africa and Southeast Asia, with those markets taking on a larger share of the load. For investors, that kind of resilience can change how export oriented Chinese industrials are viewed, regardless of sector labels or old assumptions about US demand. This article breaks down 3 stocks from our Export Oriented Chinese Industrials screener that appear closely tied to these trade currents.

SINOMACH HEAVY EQUIPMENT GROUPLTD (SHSE:601399)

Overview: SINOMACH HEAVY EQUIPMENT GROUPLTD is a large Chinese industrial group that designs and manufactures heavy machinery and technical equipment, from forging presses and rolling mills to wind and nuclear power components, and also undertakes engineering, infrastructure construction, and export trade projects in China and overseas.

Market Cap: CN¥25.0b

For investors watching how China is redirecting exports away from the US, SINOMACH HEAVY EQUIPMENT GROUPLTD sits in the middle of that shift as one of the country's bigger industrial equipment producers with sizable non US exposure. Analysts expect double digit revenue and earnings growth, and recent quarterly figures show both sales and net income moving higher, which helps to support that story. At the same time, the company runs with thin net margins around 3.4%, low 3.3% ROE and a high level of non cash earnings, all of which call for closer scrutiny of earnings quality and funding risk. The stock trades on a high P/E, but still below many machinery peers. This raises the question of whether investors are fairly pricing its export positioning or missing something material.

Accelerating orders, thin margins and a premium yet still questioned P/E make SINOMACH HEAVY EQUIPMENT GROUPLTD look like an export story the market has not fully joined the dots on yet. It is therefore worth reviewing the 3 key rewards and 1 important major warning sign

Shenzhen KSTAR Science and Technology (SZSE:002518)

Overview: Shenzhen KSTAR Science and Technology is a Shenzhen based power electronics company that supplies uninterruptible power systems, data center cooling and infrastructure, solar inverters, energy storage systems, and EV charging equipment to customers in China and overseas.

Market Cap: CN¥27.8b

Shenzhen KSTAR Science and Technology is closely linked to China’s export story, with power protection, solar, and energy storage products that fit into the shift toward Africa and Southeast Asia. The company pairs recent earnings momentum with forecasts for revenue and profit growth, while net margins of 11.5% indicate it is not just chasing volume at any price. At the same time, a volatile share price, an unstable dividend record, and reliance on external borrowing keep the risk profile higher than some utilities style peers. For investors willing to accept those trade offs, the combination of export exposed products and a P/E that sits below the domestic electrical sector average may warrant a closer look.

Shenzhen KSTAR’s mix of export exposed power gear, double digit margin profile and below sector P/E hints at a story investors may be only half pricing in, so the 4 key rewards and 2 important warning signs could surface one risk or catalyst that flips the script.

Hangzhou Zhongheng Electric (SZSE:002364)

Overview: Hangzhou Zhongheng Electric provides power and electronics solutions for data centers, EV charging and swapping, telecoms and wider power systems, including energy storage, microgrids, and ongoing operation and maintenance services across China and overseas markets.

Market Cap: CN¥29.7b

Hangzhou Zhongheng Electric is tightly linked to China’s record export story, supplying power and data center infrastructure that fits directly into the growth in Africa, Southeast Asia and other non US markets. Earnings are forecast to grow about 48% a year and revenue about 34% a year. Earnings quality is described as high and margins are modest but improving, yet the stock trades on a rich P/S multiple and the balance sheet leans heavily on external borrowings, which lift financial risk and help explain the share price volatility. In addition, the sizable CATL investment and recent private placement mean this is a fast growing, export aligned stock where pricing, leverage and upcoming results could all shift sentiment quickly.

Hangzhou Zhongheng Electric’s rapid earnings forecasts and rich P/S suggest investors may be missing how growth, leverage and that CATL stake really fit together, and the analyst forecasts for Hangzhou Zhongheng Electric could reveal the twist that changes the story

The three export exposed stocks in this article are only a starting point, as the full Export-Oriented Chinese Industrials screener surfaces 35 more Chinese industrial and manufacturing companies with similarly detailed stories behind their export footprints and financial profiles. Unlock deeper context by using Simply Wall St to identify and analyze the exact catalysts, balance sheet traits and earnings narratives that matter most so you can concentrate on the ideas in this theme that best match your own highest conviction.

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New stock stories can gain momentum quickly and old information can lose relevance just as fast, so avoid reacting late while potential entry points are moving away and consider taking action in a timely and informed way.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.