Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

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Thematic (Sector/Industry)

<ul><li>China has denounced the European Commission’s plan to definitely impose tariff hikes on all electric vehicles (EVs) shipped from the country as “unreasonable,” and vowed to take “all necessary measures” to defend Chinese companies.</li><li>The commission on Tuesday announced an adjusted set of proposed additional duties on China-made EVs as part of an ongoing investigation that found state subsidies are enabling Chinese electric-car makers to undercut their European rivals.</li><li>In an escalation of trade frictions, China on Wednesday launched an anti-subsidy investigation into European Union dairy products.</li></ul>

China has denounced the European Commission’s plan to definitely impose tariff hikes on all electric vehicles (EVs) shipped from the country as “unreasonable,” and vowed to take “all necessary measures” to defend Chinese companies.The commission on Tuesday announced an adjusted set of proposed additional duties on China-made EVs as part of an ongoing investigation that found state subsidies are enabling Chinese electric-car makers to undercut their European rivals.In an escalation of trade frictions, China on Wednesday launched an anti-subsidy investigation into European Union dairy products.

China Vows to Defend EV-Makers as EU Confirms Additional Import Duties 

Founder, CEO, GSBR Research

Garvit Bhandari

Founder, CEO

Leading Provider of Equity and Investment Research

GSBR Research

We are an independent equity research provider focused on covering global markets. The aim of the research is to provide an unbiased view of the fundamentals of the company.

<ul>
<li>US considerably lags behind China and Europe which had 3.2 million and 0.9 million public charging points at the end of July 2024. US had just 180,136.</li>
<li>US aims to reach 500,000 public EV chargers by 2030. This compared with EU's target of 3.5 million chargers by the same timeframe.</li>
<li>EV adoption remains slow in the U.S. impacted by pricing and lack of infrastructure.</li>
</ul>


US considerably lags behind China and Europe which had 3.2 million and 0.9 million public charging points at the end of July 2024. US had just 180,136.
US aims to reach 500,000 public EV chargers by 2030. This compared with EU's target of 3.5 million chargers by the same timeframe.
EV adoption remains slow in the U.S. impacted by pricing and lack of infrastructure.


US Lags Behind China and Europe in EV Charging Infrastructure

Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

<ul>
<li>1347 HK/ACMR US: Hua Hong Wuxi Fab Phase II begins tool move-in (+/+)</li>
<li>1810 HK/BIDU US/0175 HK: “Xiaomi criticized for selling cars at a loss” goes viral (+/-/-)</li>
<li>2150 HK:Nayuki's First Overseas Flagship Store Opens in Thailand (+)</li>
</ul>


1347 HK/ACMR US: Hua Hong Wuxi Fab Phase II begins tool move-in (+/+)
1810 HK/BIDU US/0175 HK: “Xiaomi criticized for selling cars at a loss” goes viral (+/-/-)
2150 HK:Nayuki's First Overseas Flagship Store Opens in Thailand (+)


[Blue Lotus Daily]:1347HK/ACMR/1810HK/BIDU/175HK/1211HK/NIO/XPEV/TSLA/LI/2150HK/1519HK/ZTO/1810HK

AI and Global Deep Tech, Mint Finance

Uttkarsh Kohli

AI and Global Deep Tech

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Equity Bottom-Up

<ul>
<li>
Diverse AI Portfolio: Microsoft’s diversified AI investments, including partnerships with G42 and Mistral AI, reduce reliance on OpenAI and ensure continued innovation across multiple AI ventures.</li>
<li>
Azure’s Competitive Edge: The partnership with OpenAI strengthens Azure’s position by offering exclusive AI-driven cloud services, boosting demand from enterprises seeking advanced automation and productivity tools.</li>
<li>
Industry Leadership: As AI investment intensifies across the tech sector, Microsoft’s significant spending outpaces peers, positioning the company as a frontrunner while highlighting competitive pressures in the growing AI landscape.</li>
</ul>



Diverse AI Portfolio: Microsoft’s diversified AI investments, including partnerships with G42 and Mistral AI, reduce reliance on OpenAI and ensure continued innovation across multiple AI ventures.

Azure’s Competitive Edge: The partnership with OpenAI strengthens Azure’s position by offering exclusive AI-driven cloud services, boosting demand from enterprises seeking advanced automation and productivity tools.

Industry Leadership: As AI investment intensifies across the tech sector, Microsoft’s significant spending outpaces peers, positioning the company as a frontrunner while highlighting competitive pressures in the growing AI landscape.


Microsoft's Billion Dollar Bets on OpenAI & G42; Azure to Benefit from Industry Growth

Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Equity Capital Markets

<ul>
<li>WeRide, a pure-play autonomous driving company with operations in 7 countries, may raise up to $120M in upcoming IPO in the United States.</li>
<li>WeRide is expected to IPO this week. The company’s amended prospectus puts the price range per ADS at $15.50 to $18.50, implying a market cap of ~$4.6B at the midpoint.</li>
<li>The company has raised ~$1.4B in equity financing to date and was backed by Qiming Venture Partners and the venture capital fund of the Renault Nissan Mitsubishi Alliance, among others.</li>
</ul>


WeRide, a pure-play autonomous driving company with operations in 7 countries, may raise up to $120M in upcoming IPO in the United States.
WeRide is expected to IPO this week. The company’s amended prospectus puts the price range per ADS at $15.50 to $18.50, implying a market cap of ~$4.6B at the midpoint.
The company has raised ~$1.4B in equity financing to date and was backed by Qiming Venture Partners and the venture capital fund of the Renault Nissan Mitsubishi Alliance, among others.


WeRide IPO: High-Risk Venture Investment and Unproven Business Model

United States

Tesla Inc. operates as a multinational automotive and clean energy company. The Company designs and manufactures electric vehicles, battery energy storage from home to grid-scale, solar panels and solar roof tiles, and related products and services. Tesla owns its sales and service network and sells electric power train components to other automobile manufacturers.

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Tesla (TSLA US)

China Vows to Defend EV-Makers as EU Confirms Additional Import Duties

China has denounced the European Commission’s plan to definitely impose tariff hikes on all electric vehicles (EVs) shipped from the country as...

Caixin Global

US Lags Behind China and Europe in EV Charging Infrastructure

US considerably lags behind China and Europe which had 3.2 million 0.9 million public charging points at the end of July 2024. US just had 180,136.

GSBR Research

[Blue Lotus Daily]:1347HK/ACMR/1810HK/BIDU/175HK/1211HK/NIO/XPEV/TSLA/LI/2150HK/1519HK/ZTO/1810HK

Hua Hong Wuxi Fab Phase II starts tool move-in, Xiaomi faces backlash for selling cars at a loss, Nayuki opens first overseas store in Thailand.

Blue Lotus Research Institute

Microsoft's Billion Dollar Bets on OpenAI & G42; Azure to Benefit from Industry Growth

Microsoft's AI investments include $10B in OpenAI, $1.5B in G42, and $2.1B in Mistral AI. Azure's exclusivity with OpenAI ensures revenue. Leading...

Mint Finance

WeRide IPO: High-Risk Venture Investment and Unproven Business Model

WeRide, a Chinese autonomous driving company backed by Yutong and VC investors, is expected to IPO this week in the United States. I view WeRide...

Andrei Zakharov

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

China Vows to Defend EV-Makers as EU Confirms Additional Import Duties

China has denounced the European Commission’s plan to definitely impose tariff hikes on all electric vehicles (EVs) shipped from the country as...

Caixin Global

US Lags Behind China and Europe in EV Charging Infrastructure

US considerably lags behind China and Europe which had 3.2 million 0.9 million public charging points at the end of July 2024. US just had 180,136.

GSBR Research

[Blue Lotus Daily]:1347HK/ACMR/1810HK/BIDU/175HK/1211HK/NIO/XPEV/TSLA/LI/2150HK/1519HK/ZTO/1810HK

​Hua Hong Wuxi Fab Phase II starts tool move-in, Xiaomi faces backlash for selling cars at a loss, Nayuki opens first overseas store in Thailand.

Blue Lotus Research Institute

Microsoft's Billion Dollar Bets on OpenAI & G42; Azure to Benefit from Industry Growth

Microsoft's AI investments include $10B in OpenAI, $1.5B in G42, and $2.1B in Mistral AI. Azure's exclusivity with OpenAI ensures revenue. Leading...

Mint Finance

WeRide IPO: High-Risk Venture Investment and Unproven Business Model

WeRide, a Chinese autonomous driving company backed by Yutong and VC investors, is expected to IPO this week in the United States. I view WeRide...

Andrei Zakharov

Hua Hong Wuxi Fab Phase II starts tool move-in, Xiaomi faces backlash for selling cars at a loss, Nayuki opens first overseas store in Thailand.