According to a report by U.S. media outlet Semafor, Donald Trump plans to visit China on May 14–15 to hold talks with Xi Jinping. The White House is inviting CEOs of major corporations—including NVIDIA, Apple, ExxonMobil, Boeing, Qualcomm, Blackstone, and Citigroup—to form a high-level business delegation. Citigroup CEO Jane Fraser has confirmed her invitation, having received notice on or around May 6; Qualcomm acknowledged receiving an invitation but declined to comment.
In an interview with CNBC, NVIDIA CEO Jensen Huang said that if invited to join the delegation, he would “regard it as a privilege and an honor.” He described representing the U.S. in top-level China–U.S. talks as highly significant, though the final decision rests with the President. Huang has visited China frequently recently to promote the H200 and Blackwell AI chips, making him a key industry leader sought after by the U.S. administration.
A U.S. Senate delegation led by Senator Danes arrived in Beijing yesterday, expressing hope that the summit will result in Boeing aircraft orders, noting that “China’s last purchase was nine years ago.” Markets expect the talks to focus on technology exports, trade balance, and geopolitical de-escalation. Qualcomm hopes for eased chip restrictions, while Boeing is eager to resume 737 MAX flights to China.
China’s Ministry of Foreign Affairs stated yesterday that the two sides remain in communication, emphasizing that the Taiwan issue is the political foundation of China–U.S. relations. Investors are watching how the summit might reshape the tech rivalry landscape; NVIDIA rose 0.8% and Boeing 1.2% in after-hours trading, though tensions across the Taiwan Strait and Federal Reserve policy remain uncertainties.
If the summit takes place and trade and tech restrictions ease marginally, it will support stability in the chemical additives supply chain: high-end imported additives (e.g., specialty plasticizers, compatibilizers, functional fillers) will see faster customs clearance, easing supply tightness and slowing price hikes. Relaxed export controls on certain materials via China–U.S. tech talks will accelerate domestic high-end upgrading and import substitution in plastic, coating, and rubber additives. Meanwhile, stable oil and gas trade and crude pricing will ease raw material cost pressures for additive producers, supporting a recovery in orders and operating rates. Profit outlooks improve for segments such as polymer additives, textile additives, and coating additives.
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Guangzhou Zhenghao New Material Technology Co., Ltd. is a production and processing enterprise led by the production and research and development of water-based lotion environmental protection additives. The company is located in Huachuang Industrial Park, Xiancun Town, Zengcheng District, Guangzhou, as a new enterprise supported by the state.
