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

Thematic (Sector/Industry)

<ul>
<li>300750 SZ/1211 HK: CATL launched 2nd generation Shenxing LFP battery, surprassing BYD in fast charging (///)</li>
<li>ATAT US : Hotel RevPAR Decline Narrows Marginally  (+ /+)</li>
<li>NIO US: ONVO L90 Appears in MIIT's New Vehicle List(+)</li>
</ul>


300750 SZ/1211 HK: CATL launched 2nd generation Shenxing LFP battery, surprassing BYD in fast charging (///)
ATAT US : Hotel RevPAR Decline Narrows Marginally  (+ /+)
NIO US: ONVO L90 Appears in MIIT's New Vehicle List(+)


[Blue Lotus Daily]:300750 SZ/1211 HK/ATAT US/NIO US

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.

News from Caixin

Cross Asset Strategy

<ul><li>Xiaomi /In Depth: Fatal crash sours Xiaomi’s EV success</li><li>Wearables /: Chinese wearable tech firms explore overseas production as U.S. tariffs soar</li><li>Tariff bullying: Senior Communist Party official Xia Baolong got fired up during a national security speech in Hong Kong on Tuesday, condemning the U.S.’ 145% tariff on imports from the free port city as “outrageous bullying and utterly shameless.</li></ul>

Xiaomi /In Depth: Fatal crash sours Xiaomi’s EV successWearables /: Chinese wearable tech firms explore overseas production as U.S. tariffs soarTariff bullying: Senior Communist Party official Xia Baolong got fired up during a national security speech in Hong Kong on Tuesday, condemning the U.S.’ 145% tariff on imports from the free port city as “outrageous bullying and utterly shameless.

CX Daily: Fatal Crash Sours Xiaomi’s EV Success 

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/horizon-robotics-inc" target="_blank" data-smartkarma-citation="entities:35637:1" rel="noopener">Horizon Robotics (9660 HK)</a> raised around US$800m in its Hong Kong IPO in October 2024. The lockup on its pre-IPO investors is set to expire soon.</li>
<li>Horizon Robotics (HR) is a provider of advanced driver assistance systems (ADAS) and autonomous driving (AD) solutions for passenger vehicles, empowered by its proprietary software and hardware technologies.</li>
<li>In this note, we will talk about the lockup dynamics and possible placement.</li>
</ul>



Horizon Robotics (9660 HK) raised around US$800m in its Hong Kong IPO in October 2024. The lockup on its pre-IPO investors is set to expire soon.
Horizon Robotics (HR) is a provider of advanced driver assistance systems (ADAS) and autonomous driving (AD) solutions for passenger vehicles, empowered by its proprietary software and hardware technologies.
In this note, we will talk about the lockup dynamics and possible placement.


Horizon Robotics IPO Lockup- US$7bn Expiry with Scattered Shareholding and Lots of CCASS Movement

APAC IPOs & Placements, Aequitas Research

Akshat Shah

APAC IPOs & Placements

Equity Capital Markets

Jiangsu Zenergy Battery Technologies Group / Equity Capital Markets

Jiangsu Zenergy Battery Technologies Group

<ul>
<li>
<a href="https://www.smartkarma.com/entities/jiangsu-zenergy-battery-technologies" target="_blank" data-smartkarma-citation="entities:43855:1" rel="noopener">Jiangsu Zenergy Battery Technologies (JSZENERGY CH)</a> raised US$130m in its Hong Kong IPO.</li>
<li>Zenergy is an EV and energy storage system battery manufacturer providing integrated battery solutions, encompassing battery cells, modules, packs and battery management systems dedicated to large-scale applications of electrochemical products.</li>
<li>We have covered various aspects of the deal in our previous note. In this note, we will talk about the demand and trading dynamics.</li>
</ul>



Jiangsu Zenergy Battery Technologies (JSZENERGY CH) raised US$130m in its Hong Kong IPO.
Zenergy is an EV and energy storage system battery manufacturer providing integrated battery solutions, encompassing battery cells, modules, packs and battery management systems dedicated to large-scale applications of electrochemical products.
We have covered various aspects of the deal in our previous note. In this note, we will talk about the demand and trading dynamics.


Jiangsu Zenergy Battery Technologies IPO Trading - Muted Overall Demand, No Stabilisation

<ul>
<li>
<a href="https://www.smartkarma.com/entities/jiangsu-zenergy-battery-technologies" target="_blank" data-smartkarma-citation="entities:43855:1" rel="noopener">Jiangsu Zenergy Battery Technologies (JSZENERGY CH)</a>  is looking to raise US$130m in its Hong Kong IPO.</li>
<li>Zenergy is an EV and energy storage system battery manufacturer providing integrated battery solutions, encompassing battery cells, modules, packs and battery management systems dedicated to large-scale applications of electrochemical products.</li>
<li>In our previous note, we looked at the firm’s past performance. In this note, we talk about the IPO valuations.</li>
</ul>



Jiangsu Zenergy Battery Technologies (JSZENERGY CH)  is looking to raise US$130m in its Hong Kong IPO.
Zenergy is an EV and energy storage system battery manufacturer providing integrated battery solutions, encompassing battery cells, modules, packs and battery management systems dedicated to large-scale applications of electrochemical products.
In our previous note, we looked at the firm’s past performance. In this note, we talk about the IPO valuations.


Jiangsu Zenergy Battery Technologies IPO - PHIP Updates & Quick Thoughts on Peer Comp and Valuation

China

Contemporary Amperex Technology Co., Limited. operates as a battery products manufacturing company. The Company produces and sells power battery materials, energy storage batteries energy storage battery cells, systems, and other products. Contemporary Amperex Technology also provides batteries recycling services.

Contemporary Amperex Technology (CATL) (300750 CH)

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Contemporary Amperex Technology (CATL) (300750 CH)

[Blue Lotus Daily]:300750 SZ/1211 HK/ATAT US/NIO US

CATL surpasses BYD in fast charging with 2nd generation Shenxing LFP battery. Hotel RevPAR decline narrows slightly. ONVO L90 from NIO appears in...

Blue Lotus Research Institute

CX Daily: Fatal Crash Sours Xiaomi’s EV Success

President Xi Jinping’s state visit to Vietnam. Chinese wearable tech firms explore overseas production. If you haven’t already, click here to sign...

Caixin Global

Horizon Robotics IPO Lockup- US$7bn Expiry with Scattered Shareholding and Lots of CCASS Movement

Horizon Robotics (9660 HK) raised around US$800m in its Hong Kong IPO in October 2024. The lockup on its pre-IPO investors is set to expire soon.

Sumeet Singh

Jiangsu Zenergy Battery Technologies IPO Trading - Muted Overall Demand, No Stabilisation

Jiangsu Zenergy Battery Technologies (Zenergy) raised US$130m in its Hong Kong IPO. In this note, we will talk about the demand and trading dynamics.

Akshat Shah

Jiangsu Zenergy Battery Technologies IPO - PHIP Updates & Quick Thoughts on Peer Comp and Valuation

Jiangsu Zenergy Battery Technologies is looking to raise US$130m in its Hong Kong IPO. In this note, we talk about the PHIP updates, peer comp and...

Akshat Shah

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Daily]:300750 SZ/1211 HK/ATAT US/NIO US

​CATL surpasses BYD in fast charging with 2nd generation Shenxing LFP battery. Hotel RevPAR decline narrows slightly. ONVO L90 from NIO appears in...

Blue Lotus Research Institute

CX Daily: Fatal Crash Sours Xiaomi’s EV Success

President Xi Jinping’s state visit to Vietnam. Chinese wearable tech firms explore overseas production. If you haven’t already, click here to sign...

Caixin Global

Horizon Robotics IPO Lockup- US$7bn Expiry with Scattered Shareholding and Lots of CCASS Movement

Horizon Robotics (9660 HK) raised around US$800m in its Hong Kong IPO in October 2024. The lockup on its pre-IPO investors is set to expire soon.

Sumeet Singh

Jiangsu Zenergy Battery Technologies IPO Trading - Muted Overall Demand, No Stabilisation

Jiangsu Zenergy Battery Technologies (Zenergy) raised US$130m in its Hong Kong IPO. In this note, we will talk about the demand and trading dynamics.

Akshat Shah

Jiangsu Zenergy Battery Technologies IPO - PHIP Updates & Quick Thoughts on Peer Comp and Valuation

Jiangsu Zenergy Battery Technologies is looking to raise US$130m in its Hong Kong IPO. In this note, we talk about the PHIP updates, peer comp and...

Akshat Shah

CATL surpasses BYD in fast charging with 2nd generation Shenxing LFP battery. Hotel RevPAR decline narrows slightly. ONVO L90 from NIO appears in...