3 Chinese Tech Stocks Riding Export Demand In AI Infrastructure

China’s latest GDP and spending data suggest external demand and high-tech production still carry much of the load for growth, while property and broad investment drag in the other direction. That split can create sharp winners and quiet laggards. If you care about where capital may cluster next, this matters. This article walks through three export-oriented Chinese manufacturers exposed to that story and how the current backdrop could affect each stock.

These three stocks are only a first cut from a wider field, and the full screen surfaced another 69 listed Chinese manufacturers with export exposure and similarly detailed stories that are not covered here. To identify and analyze the highest conviction setups in this theme, go straight to the China Export-Oriented High-Tech Manufacturing Equities screener.

EverProX Technologies (SZSE:300548)

Overview: EverProX Technologies makes optical fibers, components and systems used in telecom networks and data centers for equipment makers and operators worldwide.

Operations: The business generates around CN¥3.0 billion in revenue from communications equipment, focused on optical communication components for telecom and internet customers.

Market Cap: CN¥51.0 billion

EverProX Technologies supplies optical equipment into global telecom and datacenter build outs, reflecting China’s export-oriented high-tech manufacturing activity. Earnings and revenue are forecast to grow quickly and profitability has improved, which helps explain the premium P/E multiple. Interest in this stock ultimately depends on how sensitive export demand and margins are to changes in market conditions.

To see how that export sensitivity is priced in right now, review the DCF valuation analysis for EverProX Technologies for the signals that might be easy to miss.

ASR Microelectronics (SHSE:688220)

Overview: ASR Microelectronics designs and sells wireless communication and ultra-large-scale integrated chips that power 5G, IoT devices and export-focused electronics.

Operations: ASR Microelectronics generates about CN¥4.37b in revenue from integrated circuit products that feed into a wide range of connected devices.

Market Cap: CN¥32.1b

ASR Microelectronics is positioned within China’s efforts to export more chips into 5G phones, wearables and IoT hardware as recent GDP and industrial data keep sentiment supportive for high-tech manufacturing. The shift from past losses to a profitable first half of 2026 puts execution in focus, with one unseen pressure likely to influence how far that margin story can develop.

That margin inflection is only the starting point, as the 3 key rewards and 1 important warning sign reveals how ASR Microelectronics’ profit story could accelerate or stall from here.

Suzhou Everbright Photonics (SHSE:688048)

Overview: Suzhou Everbright Photonics develops and sells diode laser chips and optoelectronic systems for global telecom, industrial, sensing, and biomedical equipment makers.

Market Cap: CN¥31.8b

Suzhou Everbright Photonics plugs directly into the screener theme, supplying optoelectronic hardware into global telecom, datacom, and industrial systems as China’s latest GDP and industrial data keep attention on export-focused high-tech manufacturing. Rapid shifts in profitability and revenue forecasts make this an interesting way to gain exposure to that demand cycle, depending on how one unseen pressure develops.

That pressure point is exactly what the 2 key rewards and 2 important warning signs (1 is major!) unpacks, showing where Suzhou Everbright Photonics’ export story could accelerate or quietly stall next.

Seeking Fresh Alternatives Before They Fly

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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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