3 Asian Export Stocks Riding The EV And Chip Trade

China’s export engine just hit a fresh gear, with August shipments jumping 25% and high value goods like EVs and chips in the spotlight. That kind of shift can reshuffle where profits accrue across Asian exporters, and missing the early moves can hurt. This article walks through three large cap stocks from the screener that appear positively exposed to this news and explains what that could mean for your portfolio decisions now.

The three stocks highlighted below are only a sample from this theme, with the full screen surfacing 28 more large cap Asian exporters tied to EVs and high tech components that bring equally compelling narratives to the table. If you want to quickly identify which ideas best fit your own risk and return preferences, head straight into the Asian Export-Oriented EV and High-Tech Component Manufacturers screener.

Wuxi Lead Intelligent EquipmentLTD (SZSE:300450)

Overview: Wuxi Lead Intelligent EquipmentLTD supplies intelligent manufacturing and logistics equipment for lithium and solid state batteries, EVs, PV and other high tech production lines in China and abroad.

Market Cap: CN¥50.6b

Wuxi Lead Intelligent EquipmentLTD directly serves EV and battery makers that are ramping up export focused capacity, with intelligent equipment used on high value production lines tied to autos, PV and broader electronics. Investors looking at Asian export oriented manufacturers may find this business interesting, particularly if a single pressure on customer capex cycles changes the rhythm of new orders and margins.

If that capex sensitivity is what you are weighing up, go straight to the 4 key rewards and 1 important warning sign to see how that risk and upside currently compare.

ASE Technology Holding (TWSE:3711)

Overview: ASE Technology Holding provides semiconductor packaging, testing, and electronic manufacturing services for global customers across computing, communications, industrial, automotive, and server markets.

Operations: ASE Technology Holding generates about NT$360.1b from Packaging, NT$293.4b from EMS, NT$84.6b from Testing, and NT$18.8b from Others.

Market Cap: NT$2.7t

ASE Technology Holding sits right in the flow of chips that power EVs and high tech hardware, so a pick up in export orders can quickly show up in packaging and test demand, especially for higher value devices.

"The shift toward fewer AI devices with much higher value per unit since 2024, where revenue per device rises despite modest volume growth, rewards ASE's high value add packaging platforms such as VIPack and FOCoS. These can support higher average selling prices and potentially higher gross margins."

The real swing factor is how one concentrated pocket of end demand ultimately shapes pricing power in ASE Technology Holding’s packaging mix.

That pricing lever is exactly where the story turns for investors, so read the full narrative for ASE Technology Holding to see how ASE Technology Holding’s mix and risk are really evolving.

Shenzhen Kedali Industry (SZSE:002850)

Overview: Shenzhen Kedali Industry produces precision battery and automotive structural components for EVs and related applications, supplying customers in China and overseas.

Operations: Shenzhen Kedali Industry generates about CN¥17.8b from Metal Structure Manufacturing and CN¥23.3m from Unallocated Other Business, with revenue spread across Chinese regions and overseas.

Market Cap: CN¥50.9b

Shenzhen Kedali Industry ties directly into the screener theme by supplying critical battery cans, busbars, and EV connectors at scale to both domestic and foreign buyers. Earnings and revenue have been growing alongside EV and high tech demand, with export exposure linked to China’s higher value auto and battery shipments. The key question now is how one less visible pressure may influence pricing power and long term margins.

That pressure on pricing power is exactly what investors are trying to size up when they read the 4 key rewards and 1 important warning sign, which unpacks where Shenzhen Kedali Industry could surprise next.

Seeking Alternatives Before Momentum Flies

Fresh themes move fast. Breakout ideas can be caught early or missed as momentum builds and attention shifts. Scan curated opportunities that are under the radar for now and consider them before they become widely followed.

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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.

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