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"China looms very large in the scheme of things for everything that goes on in the world. If you don't have a relationship with China, there is not much of an ability to do anything," Pardy said in the letter.

"But the US has dodged a topic that everybody cares about the most, which is where on the earth can it provide the evidence to back its claims," Lu said.

"China is by far the largest market for mid-sized premium sedans. With Model 3 priced on par with gasoline powered mid-sized sedans, we believe China could become the biggest market for Model 3," the company said in the report.

"China has recovered from the pandemic in an exceptional manner. We have seen the quick recovery of the Chinese economy and the construction industry that Caterpillar serves. In our segment, the Asia-Pacific region has remained largely positive in the third quarter, driven by the continued strong demand in China," said Chen Qihua, vice-president of China operations at Caterpillar.

"China has embraced mobile payments faster than any other country, and will continue to lead the global charge in this regard," said Vishal Bali, managing director of Nielsen China. "Mobile payment is on the rise globally, and will continue to support greater connectivity and efficiency across the commercial ecosystem."