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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Cross Asset Strategy

<ul><li>Coffee / In Depth: Luckin challenger pushes China’s coffee price war toward boiling point</li><li>Huawei /In Depth: Huawei’s HarmonyOS Next is set to rival iOS and Android</li><li>Corruption /: Two officials of China’s non-communist political parties caught up in corruption investigations</li></ul>

Coffee / In Depth: Luckin challenger pushes China’s coffee price war toward boiling pointHuawei /In Depth: Huawei’s HarmonyOS Next is set to rival iOS and AndroidCorruption /: Two officials of China’s non-communist political parties caught up in corruption investigations

CX Daily: Huawei’s HarmonyOS Next Is Set to Rival iOS and Android 

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/TCOM: Tourism: Local government will issue RMB600mn travel consumption subsidies during CNY(+)</li>
<li>9995 HK/BGNE/9926 HK/1801 HK/1877 HK:The National Medical Insurance Administration issued new regulations on the initial price of newly launched drugs to protect the independent pricing of innovative drugs.(/)</li>
<li>300750 SZ：Porsche's new Taycan doubles cruising range, uses CATL Shenxing battery(+)</li>
</ul>


ATAT/TCOM: Tourism: Local government will issue RMB600mn travel consumption subsidies during CNY(+)
9995 HK/BGNE/9926 HK/1801 HK/1877 HK:The National Medical Insurance Administration issued new regulations on the initial price of newly launched drugs to protect the independent pricing of innovative drugs.(/)
300750 SZ：Porsche's new Taycan doubles cruising range, uses CATL Shenxing battery(+)


[Blue Lotus Daily]: LKNCY/ZLAB/9995 HK/BGNE/9926 HK/1801 HK/1877 HK/ATAT/TCOM/1211 HK/LI/NIO/XPEV

Blue Lotus Non US Internet research, Blue Lotus Research Institute

Ying Pan

Blue Lotus Non US Internet research

<ul>
<li>JD/BABA/PDD : JD increases salaries for customer service staff (-)</li>
<li>700 HK: News has surfaced indicating that Tencent is in the process of developing a mobile game adaptation of "Elden Ring." (+) </li>
<li>700 HK/LKNCY: Tencent's &lt;Dream Star&gt; has collaborated with Luckin Coffee for a co-branding initiative (+)</li>
</ul>


JD/BABA/PDD : JD increases salaries for customer service staff (-)
700 HK: News has surfaced indicating that Tencent is in the process of developing a mobile game adaptation of "Elden Ring." (+) 
700 HK/LKNCY: Tencent's &lt;Dream Star&gt; has collaborated with Luckin Coffee for a co-branding initiative (+)


[Blue Lotus Daily - TMT Update]:JD/BABA/PDD/700 HK/LKNCY

<ul>
<li>LKNCY: Luckin Coffee further raised subsidy to franchisees in winter season(-)</li>
<li>XPEV/LI/NIO/1211 HK:Deliveries of new energy vehicles generally continued to pick up in the last three days of January, except for NIO(+/+/-/+)</li>
<li>300750 CH: EVE's large cylindrical battery in production, increasing the threat to CATL a little bit(-)</li>
</ul>


LKNCY: Luckin Coffee further raised subsidy to franchisees in winter season(-)
XPEV/LI/NIO/1211 HK:Deliveries of new energy vehicles generally continued to pick up in the last three days of January, except for NIO(+/+/-/+)
300750 CH: EVE's large cylindrical battery in production, increasing the threat to CATL a little bit(-)


[Blue Lotus Daily]:LKNCY/XPEV/LI/NIO/1211 HK/300750 CH

<ul>
<li>1810 HK：Samsung Galaxy S24 pre-orders in South Korea reach nearly 1.2 million  units, with a potential of 36 million units for the year(+)</li>
<li>LKNCY: Luckin Coffee reduced US$400mn registered capital, which may intend to comply with the new company law(/)</li>
<li>2269 HK: US Congress wants to ban BGI and possibly Wuxi AppTec from doing business in US (-)</li>
</ul>


1810 HK：Samsung Galaxy S24 pre-orders in South Korea reach nearly 1.2 million  units, with a potential of 36 million units for the year(+)
LKNCY: Luckin Coffee reduced US$400mn registered capital, which may intend to comply with the new company law(/)
2269 HK: US Congress wants to ban BGI and possibly Wuxi AppTec from doing business in US (-)


[Blue Lotus Daily]:ACMR/300750 SZ/DIDI/NIO/1810 HK/TCOM/LKNCY/2269 HK

China

Luckin Coffee Inc. provides non-alcoholic beverages. The Company offers various types of coffee. Luckin Coffee serves customers in China.

Price Gauge
52-week Range	0.00 - 0.00
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Luckin Coffee (LKNCY US)

CX Daily: Huawei’s HarmonyOS Next Is Set to Rival iOS and Android

Coffee / In Depth: Luckin challenger pushes China’s coffee price war toward boiling point China’s coffee market is in the midst of a price war,...

Caixin Global

[Blue Lotus Daily]: LKNCY/ZLAB/9995 HK/BGNE/9926 HK/1801 HK/1877 HK/ATAT/TCOM/1211 HK/LI/NIO/XPEV

Local government plans to provide RMB600mn in travel subsidies; new regulations protect pricing of innovative drugs; Porsche's Taycan now has...

Blue Lotus Research Institute

[Blue Lotus Daily - TMT Update]:JD/BABA/PDD/700 HK/LKNCY

JD increases salaries for customer service staff; Tencent developing mobile game adaptation of "Elden Ring"; Tencent's collaborates with Luckin...

Blue Lotus Research Institute

[Blue Lotus Daily]:LKNCY/XPEV/LI/NIO/1211 HK/300750 CH

Luckin Coffee increases subsidies to franchisees during winter season; Deliveries of new energy vehicles rise, except for NIO;EVE's large...

Blue Lotus Research Institute

[Blue Lotus Daily]:ACMR/300750 SZ/DIDI/NIO/1810 HK/TCOM/LKNCY/2269 HK

Samsung Galaxy S24 pre-orders in South Korea reach nearly 1.2 million units; Luckin Coffee reduces registered capital by US$400mn; US Congress...

Blue Lotus Research Institute

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

CX Daily: Huawei’s HarmonyOS Next Is Set to Rival iOS and Android

Coffee / In Depth: Luckin challenger pushes China’s coffee price war toward boiling point China’s coffee market is in the midst of a price war,...

Caixin Global

[Blue Lotus Daily]: LKNCY/ZLAB/9995 HK/BGNE/9926 HK/1801 HK/1877 HK/ATAT/TCOM/1211 HK/LI/NIO/XPEV

​Local government plans to provide RMB600mn in travel subsidies; new regulations protect pricing of innovative drugs; Porsche's Taycan now has...

Blue Lotus Research Institute

[Blue Lotus Daily - TMT Update]:JD/BABA/PDD/700 HK/LKNCY

​JD increases salaries for customer service staff; Tencent developing mobile game adaptation of "Elden Ring"; Tencent's collaborates with Luckin...

Blue Lotus Research Institute

[Blue Lotus Daily]:LKNCY/XPEV/LI/NIO/1211 HK/300750 CH

​Luckin Coffee increases subsidies to franchisees during winter season; Deliveries of new energy vehicles rise, except for NIO;EVE's large...

Blue Lotus Research Institute

[Blue Lotus Daily]:ACMR/300750 SZ/DIDI/NIO/1810 HK/TCOM/LKNCY/2269 HK

​Samsung Galaxy S24 pre-orders in South Korea reach nearly 1.2 million units; Luckin Coffee reduces registered capital by US$400mn; US Congress...

Blue Lotus Research Institute

Local government plans to provide RMB600mn in travel subsidies; new regulations protect pricing of innovative drugs; Porsche's Taycan now has...

JD increases salaries for customer service staff; Tencent developing mobile game adaptation of "Elden Ring"; Tencent's collaborates with Luckin...

Luckin Coffee increases subsidies to franchisees during winter season; Deliveries of new energy vehicles rise, except for NIO;EVE's large...

Samsung Galaxy S24 pre-orders in South Korea reach nearly 1.2 million units; Luckin Coffee reduces registered capital by US$400mn; US Congress...