There are reportedly a half-dozen U.S. stocks poised to cash in amid China’s seemingly endless economic rebound.

While most countries’ economies will shrink as a result of the coronavirus crisis, China’s gross domestic product is expected to grow 1.9% for 2020, Barron’s explained.

China's manufacturing recovery, fueled in part by demand from COVID-constrained consumers abroad, has soared past expectations this year, so much so that factories are now struggling to fill a shortage of blue-collar workers to clear mounting orders.

A strengthening Chinese economy is a powerful benefit for companies with considerable sales there.

Here are the handful of stocks most likely to benefit:

• The Wall Street consensus calls for Apple (AAPL) to sell 215 million iPhones in 2021, for revenue of $165 billion. The revenue figure would amount to an increase of 20% year over year, but Wedbush Securities analyst Dan Ives tells Barron’s that sales estimates are now bound to rise. Much of the apparent strength in demand is coming from China, he said. “China is tracking above expectations” for the current quarter, Ives said. Apple gets roughly 7% of its revenue from China, according to FactSet estimates, but 20% of iPhone demand is China-based, Ives estimated.
• Sales in China account for 16% of Nike ‘s (NKE) revenue. Expectations that sales there will increase 17% in the fiscal year ending in May have helped the stock to almost double the percentage gain on the S&P 500 since March 23.
• Starbucks (SBUX) gets more than 10% of revenue from China.
• The casino operator Wynn Resorts (WYNN) receives 70% of its revenue from Macau, the former Portuguese colony and gambling hub, which depends on visitors from the mainland China.
• Chemours (CC) sees more than 11% of revenue from China, while Caterpillar (CAT) brings in 5%. “Investors see stable-to-slightly better growth in China next year as they have fewer headwinds from COVID currently and are a beneficiary of global growth and stimulus,” wrote Oscar Sloterbeck, macro research analyst at Evercore, in a research note.

Meanwhile, China's output of industrial robots, computer equipment, and integrated circuits has roared back from its coronavirus paralysis - production for the year to November is up 22.2%, 10.1% and 15.9%, respectively.

Much of the manufacturing boom has come from foreign demand, with export growth topping expectations for eight of the last nine months.

The remarkable turnaround comes as China has mostly eradicated the virus and contrasts with the sluggish comebacks seen in major industrialized peers, where factories are still struggling with pandemic disruptions and the hit to demand, Reuters explained. 

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