Trump's China Visit May Be Delayed Over Hormuz Strait Issues
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 16 2026
0mins
Should l Buy CAAS?
Source: CNBC
- Tensions in US-China Relations: Trump indicated that his planned trip to China at the end of March could be delayed as Washington seeks Beijing's help to reopen the Strait of Hormuz, highlighting the fragility and complexity of bilateral relations.
- Energy Dependency Issues: Trump noted that about 90% of China's oil is sourced through the Strait, emphasizing Beijing's cooperation as a matter of self-interest; however, data shows that China has diversified its energy sources, reducing its reliance on the strait.
- Escalation of Trade Investigations: The U.S. has launched trade investigations against multiple countries over alleged excess capacity and forced labor, further intensifying trade tensions ahead of the high-stakes summit, which could impact negotiations.
- China's Countermeasures: China's Ministry of Commerce strongly opposed the U.S. investigations, labeling them as
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About CAAS
China Automotive Systems Inc is a holding company principally engaged in the manufacture and sale of automotive systems and components. The Company’s main products include rack and pinion power steering, integral power steering, electronic power steering and manual steering, steering columns, steering oil pumps and steering hoses. The Company's major customers include FAW Group, Dongfeng Auto Group Co., Ltd, BYD Auto Co., Ltd, as well as Stellar Group and Ford Motor Company in North America. The Company primarily operates its businesses in the domestic and overseas markets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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