Northbound Flows (Jul 5th): 4 Weeks of Outflows
We analyzed northbound Shanghai/Shenzhen connect flows in the past week. We estimate the outflows to be USD1.8bn and highlight flows for CATL.
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US Battery and Solar Investments, One Year After, Part I
We view the US having a vigorous and healthy battery reshoring initiative. contributed by battery's relatively flat supply chain and the technology...
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Most of China’s Top Auto Suppliers Are Expanding Into Europe, Report Shows
Chinese suppliers of both auto hardware and software are following their carmaking clients overseas, particularly focusing on Europe and North...
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CX Daily: China’s Popular Plastic Bag Replacement Is Less Green Than It Seems
Bags / In Depth: China’s popular plastic bag replacement is less green than it seems Li Jingjing is a firm believer in making use of whatever’s...
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Tesla Charges Ahead: Energy Storage Leader Drives Record Revenue in Booming Industry
As renewables surge, Tesla leads storage market with rising revenue. CATL's energy system, with zero-degradation, leads innovation with massive...
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