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Investing in china chinese EV makers delivered record Q2
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Chinese EV makers delivered record Q2 sales, boosting stock sentiment. Market watchers note that "investing in China" in the EV supply chain—lithium miners, battery tech—offers above-average earnings potential through 2025, given supportive export data. "The result is a clear cooling of ties compared with the rapid growth of the previous decade," Afterman said. Dan Lefkovitz is a strategist for Morningstar Indexes. Recent market data shows that "investing in China" remains attractive as the Shanghai Composite Index climbed 1.2% this week, driven by strong gains in renewable energy and semiconductor sectors. Analysts forecast stable Q3 earnings growth, supported by government stimulus targeting manufacturing upgrades.