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And no, this does not appear to be an April Fools joke — though some are suspicious.

Andrew Tilton, managing director of global investment research at Goldman Sachs, said the mainland had performed well last year. A credit-growth slowdown normally held the economy back, but GDP continued to grow despite the deleveraging.

Analysts highlighted Safran SA and Senior Plc as other suppliers that could experience disruptions.

Andrew Cohen in New York contributed to this story.

And we talk about a surprising startup investment by two Seattle tech veterans, Zulily co-founders Darrell Cavens and Mark Vadon.