Trump-Xi summit to test trade truce, Taiwan policy and strategic ties

  • Xi Jinping is assembling a Chinese business delegation for his September 24 Washington summit with Donald Trump.
  • BYD, CATL, Xiaomi, Gotion, Hisense, Wanxiang Group and Bank of China are under consideration.
  • Zhongji Innolight may join the delegation, whose final composition remains unsettled.

President Donald Trump plans to welcome Chinese President Xi Jinping at Joint Base Andrews on September 23 before their September 24 White House summit, during Xi’s first Washington visit in roughly a decade and the leaders’ second in-person meeting this year. The three-day state visit follows a shaky tariff truce and is expected to cover extending the pause, Chinese agricultural purchases, non-tariff barriers, investment, energy, rare-earth export licences, Iran, artificial intelligence, military communications and Taiwan. Beijing is also assembling a business delegation that includes companies under US trade or regulatory pressure, with BYD, CATL, Xiaomi, Gotion, Hisense, Wanxiang Group, Bank of China and potentially Zhongji Innolight under consideration. The final lineup, dependent on invitations and US visa approvals, is expected shortly before the visit. Investors will assess the summit alongside the 81st UN General Assembly High-Level Week, flash US manufacturing PMI data, a 10-year US Treasury yield that has approached 5%, AI-safety concerns and Indonesia’s interest-rate decision.

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