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"Charging poles and hydrogen stations will be poised for a boom," Wang said in a research note on Wednesday.

"But people in Washington aren't even aware of it, in part because the Trump administration does not have a single person at the senior level who knows anything at all about how the US-China relationship was restored," he said.

"By staying within the WTO framework, that's consistent with the way international trade is regulated, and it does give a high ground that they are basically following the rules," he said of the Chinese mainland and several others that have filed the WTO cases over the US solar panel tariffs. But he said the US so far has been following the rules, too.

"China has already offered more market access to Indian companies, from IT and services to pharmaceuticals to Bollywood films," said Sang Baichuan, director of the Institute of International Business at the University of International Business and Economics in Beijing.

"But we are not pessimistic about the sales volume this year, partly due to the demand derived from machine replacement and exports," Lyv said in a recent research note.