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Shares in Chinese companies critical to AI infrastructure surged in 2025, with CATL up 45% and Sungrow up 130%, as exports boost margins despite Trump's tariffs (William Sandlund/Financial Times) from Techmeme RSS feed.
Shares in Chinese companies critical to AI infrastructure surged in 2025, with CATL up 45% and Sungrow up 130%, as exports boost margins despite Trump's tariffs (William Sandlund/Financial Times)
William Sandlund / Financial Times:
Shares in Chinese companies critical to AI infrastructure surged in 2025, with CATL up 45% and Sungrow up 130%, as exports boost margins despite Trump's tariffs — Companies such as battery maker CATL earn big margins on export sales despite US tariffs — Shares in Chinese makers of batteries …