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>ATAT US/TCOM US: Hotel demand grow steadily in 1st week of September, with leisure travel being the main driver(+/+)</li>
<li>AAPL US/1810 HK/981 HK: Pre-registrations for iPhone 16 series in China well below prior models.(-/+/+)</li>
<li>AAPL US/1810 HK/981 HK: Huawei Mate XT receives positive commentary for design (-/-/+)</li>
</ul>


ATAT US/TCOM US: Hotel demand grow steadily in 1st week of September, with leisure travel being the main driver(+/+)
AAPL US/1810 HK/981 HK: Pre-registrations for iPhone 16 series in China well below prior models.(-/+/+)
AAPL US/1810 HK/981 HK: Huawei Mate XT receives positive commentary for design (-/-/+)


[Blue Lotus Daily]:ATAT US/TCOM US/AAPL US/1810 HK/981 HK/XPEV US/1211 HK/9863 HK/NIO US/ LI US

<ul>
<li>AAPL US/1810 HK/981 HK: iPhone 16 sees negative initial reception in China (-/+/+)</li>
<li>981 HK: SenseTime announces 54,000 GPU cluster, likely supplied by Huawei (+)</li>
<li>1810 HK/XPEV US/NIO US/LI US: Tesla officially announced that it will launch FSD in China in the first quarter of 2025.(///////)</li>
</ul>


AAPL US/1810 HK/981 HK: iPhone 16 sees negative initial reception in China (-/+/+)
981 HK: SenseTime announces 54,000 GPU cluster, likely supplied by Huawei (+)
1810 HK/XPEV US/NIO US/LI US: Tesla officially announced that it will launch FSD in China in the first quarter of 2025.(///////)


[Blue Lotus Daily]:AAPL US/1810 HK/981 HK/XPEV US/NIO US/LI US/1519 HK/ZTO US

<ul>
<li>1211 HK/LI US/XPEV US/NIO US: In the 35th week of 2024, BYD’s EV delivery hits a new high, while Xpeng’s sales increase by 700 units(///////)</li>
<li>LI US/NIO US/XPEV US: Xiaomi SUV spy photos exposed, similar to Model Y, good news for Li Auto, NIO and Xpeng.(+/+/+)</li>
<li>XPEV US: XPEV MONA M03 pre-order exceeded only 30K in 48 hours.(/)</li>
</ul>


1211 HK/LI US/XPEV US/NIO US: In the 35th week of 2024, BYD’s EV delivery hits a new high, while Xpeng’s sales increase by 700 units(///////)
LI US/NIO US/XPEV US: Xiaomi SUV spy photos exposed, similar to Model Y, good news for Li Auto, NIO and Xpeng.(+/+/+)
XPEV US: XPEV MONA M03 pre-order exceeded only 30K in 48 hours.(/)


[Blue Lotus Daily]:1211 HK/LI US/XPEV US/NIO US/LKNCY US

<ul>
<li>LI US:Li Auto's second quarter revenue and profit exceeded expectations, and L6's unit price and gross profit were better than expected. (/)</li>
<li>1810 HK/1211 HK/ LI US/XPEV US/NIO US:Week 34 of 2024: New energy vehicles grow healthily,BYD hit a new high, AITO rebounded, Xiaomi continued to fall back.(/////////)</li>
<li>NIO US/XPEV US/ LI US: AITO M5 caught fire, positive for LI.(/////)</li>
</ul>


LI US:Li Auto's second quarter revenue and profit exceeded expectations, and L6's unit price and gross profit were better than expected. (/)
1810 HK/1211 HK/ LI US/XPEV US/NIO US:Week 34 of 2024: New energy vehicles grow healthily,BYD hit a new high, AITO rebounded, Xiaomi continued to fall back.(/////////)
NIO US/XPEV US/ LI US: AITO M5 caught fire, positive for LI.(/////)


[Blue Lotus Daily]:LI US/1810 HK/1211 HK/ LI US/XPEV US/NIO US

<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

China

NIO Inc. manufactures and sells automobiles. The Company offers electric vehicles and parts, as well as provides battery charging services. NIO serves customers worldwide.

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

NIO (NIO US)

[Blue Lotus Daily]:ATAT US/TCOM US/AAPL US/1810 HK/981 HK/XPEV US/1211 HK/9863 HK/NIO US/ LI US

Hotel demand in the US is increasing due to leisure travel, while pre-registrations for the iPhone 16 series in China are lower than previous...

Blue Lotus Research Institute

[Blue Lotus Daily]:AAPL US/1810 HK/981 HK/XPEV US/NIO US/LI US/1519 HK/ZTO US

Negative initial reception for iPhone 16 in China, SenseTime announces large GPU cluster, and Tesla to launch FSD in China by Q1 2025.

Blue Lotus Research Institute

[Blue Lotus Daily]:1211 HK/LI US/XPEV US/NIO US/LKNCY US

BYD and Xpeng see strong EV sales growth in 35th week of 2024, while Li Auto, NIO, and Xpeng benefit from Xiaomi SUV spy photos resembling Model...

Blue Lotus Research Institute

[Blue Lotus Daily]:LI US/1810 HK/1211 HK/ LI US/XPEV US/NIO US

Li Auto outperforms expectations in Q2 with strong revenue and profit, while new energy vehicle market sees growth in Week 34 of 2024.

Blue Lotus Research Institute

[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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Daily]:ATAT US/TCOM US/AAPL US/1810 HK/981 HK/XPEV US/1211 HK/9863 HK/NIO US/ LI US

​Hotel demand in the US is increasing due to leisure travel, while pre-registrations for the iPhone 16 series in China are lower than previous...

Blue Lotus Research Institute

[Blue Lotus Daily]:AAPL US/1810 HK/981 HK/XPEV US/NIO US/LI US/1519 HK/ZTO US

​Negative initial reception for iPhone 16 in China, SenseTime announces large GPU cluster, and Tesla to launch FSD in China by Q1 2025.

Blue Lotus Research Institute

[Blue Lotus Daily]:1211 HK/LI US/XPEV US/NIO US/LKNCY US

​BYD and Xpeng see strong EV sales growth in 35th week of 2024, while Li Auto, NIO, and Xpeng benefit from Xiaomi SUV spy photos resembling Model...

Blue Lotus Research Institute

[Blue Lotus Daily]:LI US/1810 HK/1211 HK/ LI US/XPEV US/NIO US

​Li Auto outperforms expectations in Q2 with strong revenue and profit, while new energy vehicle market sees growth in Week 34 of 2024.

Blue Lotus Research Institute

[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

Hotel demand in the US is increasing due to leisure travel, while pre-registrations for the iPhone 16 series in China are lower than previous...

Negative initial reception for iPhone 16 in China, SenseTime announces large GPU cluster, and Tesla to launch FSD in China by Q1 2025.

BYD and Xpeng see strong EV sales growth in 35th week of 2024, while Li Auto, NIO, and Xpeng benefit from Xiaomi SUV spy photos resembling Model...

Li Auto outperforms expectations in Q2 with strong revenue and profit, while new energy vehicle market sees growth in Week 34 of 2024.

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.