The Canton Fair is booming, and the stock market investment opportunities behind it are concentrated in three directions: emerging tracks corresponding to the new exhibition areas, Guangdong’s traditional advantageous export industry chain, and cross-border e-commerce and payment platforms serving foreign trade.
Among them, specialized and new A-share targets with technical barriers show stronger mid- to long-term growth potential.
Specifically, these three major directions have already produced clear “model rooms” at this Canton Fair.
The new exhibition area is the implementation of the “new, green and smart” trend.
The nine new special areas added to this Canton Fair for the first time are new coordinates on the investment map.
These special areas are not decorations, and on-site feedback has verified their commercial value.
In terms of smart wear, Shiyuan Electronics (002841.SZ) displayed an exoskeleton robot, a sports model that can assist users
The leg strength was reduced by 40%-50%. The foreign businessmen on site were very enthusiastic about the consultation and expressed their strong intention to cooperate.
This marks the company’s expansion from commercial displays to the consumer market of intelligent rehabilitation and outdoor assistance.
UAV/low-altitude economy is a key springboard from “policy hot words” to “global business opportunities”.
Yesheng Aviation, which participated in the exhibition for the first time, received 50-60 intended orders for its eVTOL (electric vertical take-off and landing aircraft) within half a day of the Canton Fair, and it is expected to exceed 100 units on that day.
Although the company is not listed, it confirms the authenticity of low-level economic overseas demand.
In the field of display technology, Kangguan Technology (001308.SZ) debuted AI interactive glasses in the zone, integrating calls, audio and video, and translation.
This is directly in line with the trend of intelligent and personalization in overseas consumer electronics, opening up a new growth curve for the company.
Guangdong’s advantageous industrial chain uses the exhibition to consolidate “global certainty”.
The Canton Fair is also an amplifier of traditional advantageous industries, especially Guangdong’s advantageous clusters such as home appliances and motorcycles.
In terms of home appliance manufacturing, the AI air conditioner displayed by Chigo Air Conditioning at the Canton Fair has become a core selling point, and its overseas sales data provide solid support: overseas sales in the first quarter of 2026 increased by more than 35% year-on-year.
This reflects the continued competitiveness of China’s smart home appliances in the global market.
For motorcycle exports, Jiangmen motorcycle industry cluster is the core representative, and its output accounts for 20% of the country’s exports (1 out of every 5 exported is from Jiangmen).
At this Canton Fair, the number of Jiangmen motorcycle brand booths doubled from 3 to 7. Orders increased significantly in the first quarter, demonstrating strong export resilience.
In the field of core components of robots, some “hidden champions” are moving from behind the scenes to the stage.
For example, Guangdong Runyu Sensor, a national-level specialized enterprise, has a robot joint torque sensor covering 32 joints of the robot. In the first two months of 2026, its orders increased by more than 100% year-on-year. It participated in the exhibition for the first time and attracted the attention of European and Korean merchants.
This reflects the increasing irreplaceability of China’s high-end manufacturing in the global supply chain.
Cross-border e-commerce and payment are the “infrastructure” for going overseas.
The prosperity of trade directly drives the business growth of service providers.
Ant International (Wanlihui)’s data is very convincing: its emerging market trading volume achieved a strong growth of 800% in 2025.
At this Canton Fair, they launched a “one-stop” cross-border financial solution covering more than 200 countries and regions, and the collection transaction volume of sellers in Guangdong Province has ranked first in the country, with a year-on-year growth of more than 50% in the first quarter.
This provides clear logic for A-share-related cross-border e-commerce platforms (such as Anker Innovation and AV Times): cross-border payment facilitation and digitization will accelerate their layout and collection efficiency in emerging markets.
The core clue behind the opportunity is “Specialization, Specialty and Newness”.
More than 11,000 companies at this Canton Fair have titles such as specialization, specialization, and individual champions.
CVTE Electronics and Kangguan Technology mentioned above are not only the stars of the new exhibition area, but also national-level specialized and special new enterprises.
Their common characteristics are: they have deep technological accumulation in niche areas. Through the platform of the Canton Fair, their innovative products can directly accept inspections from the global market and obtain orders, thereby converting technological advantages into overseas revenue.
This path from “technological breakthrough” to “market verification” constitutes the core logic for the long-term support of its stock price.
Risk warning: Some companies with high potential (such as Yesheng Airlines) have not yet been listed; overseas market demand and exchange rate fluctuations may affect the short-term performance of export companies; competition in emerging tracks is fierce, and it is necessary to continue to track the company’s technology iterations and order landings.
The Canton Fair provides a window to verify demand, but investment still requires comprehensive judgment based on company fundamentals and valuation.
