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>Macro News Update: Weak Household Loan Data in September Highlights Urgency for Consumption Stimulus</li>
<li>Macro News Update : Scholars within China's government system indicates more incremental stimulus policies are on the way.</li>
<li>Macro News Update : Positive read thru on the Ministry of Finance press release(+)</li>
</ul>


Macro News Update: Weak Household Loan Data in September Highlights Urgency for Consumption Stimulus
Macro News Update : Scholars within China's government system indicates more incremental stimulus policies are on the way.
Macro News Update : Positive read thru on the Ministry of Finance press release(+)


[Blue Lotus Daily]:1810 HK/1211HK/LI US/NIO US/XPEV US/MNSO US/ATAT US/002352 CH/2618HK/ZTO US/Macro

Blue Lotus Non US Internet research, Blue Lotus Research Institute

Ying Pan

Blue Lotus Non US Internet research

<ul>
<li>3690 HK: Meituan's Overseas Version, Keeta, Launches in Riyadh, Saudi Arabia(/)</li>
<li>PDD US/BABA US/JD US: PDD to provide double compensation for overpriced product (//-/-)</li>
<li>700 HK/BABA US: Taobao now accessible through webpages in WeChat (+/+)</li>
</ul>


3690 HK: Meituan's Overseas Version, Keeta, Launches in Riyadh, Saudi Arabia(/)
PDD US/BABA US/JD US: PDD to provide double compensation for overpriced product (//-/-)
700 HK/BABA US: Taobao now accessible through webpages in WeChat (+/+)


[Blue Lotus Daily-TMT Update]:3690 HK/PDD US/BABA US/JD US/700 HK/TCOM US/ATAT US

<ul>
<li>BEKE US/BZ US/ATAT US/3690 HK/TCOM US:September Politburo Meeting Unusually Discusses Economic Topics, bodes well for catering and tourism consumption, Employment, and Real Estate(+)</li>
<li>2618 HK/002352 CH: JD and Alibaba reconcile, JD Logistics to launch on Taobao and Alipay to launch on JD.com (+/-)</li>
<li>NIO US: NIO Lowers Battery Swap Service Fees to Encourage Frequent Battery Swaps(-)</li>
</ul>


BEKE US/BZ US/ATAT US/3690 HK/TCOM US:September Politburo Meeting Unusually Discusses Economic Topics, bodes well for catering and tourism consumption, Employment, and Real Estate(+)
2618 HK/002352 CH: JD and Alibaba reconcile, JD Logistics to launch on Taobao and Alipay to launch on JD.com (+/-)
NIO US: NIO Lowers Battery Swap Service Fees to Encourage Frequent Battery Swaps(-)


[Blue Lotus Daily]:BEKE US/BZ US/ATAT US/3690 HK/TCOM US/2618 HK/002352 CH/NIO US/XPEV US/1211 HK

<ul>
<li>ATAT US/TCOM US:Travel Volume During Mid-Autumn Holiday Slightly Increased Compared to 2019(+/+)</li>
<li>1519 HK/ZTO US: Parcel volume collection +28% yoy in prior week (+/+)</li>
<li>XPEV US/LI US:Xpeng is rumored to launch an extended-range PHEV SUV next year.(///)</li>
</ul>


ATAT US/TCOM US:Travel Volume During Mid-Autumn Holiday Slightly Increased Compared to 2019(+/+)
1519 HK/ZTO US: Parcel volume collection +28% yoy in prior week (+/+)
XPEV US/LI US:Xpeng is rumored to launch an extended-range PHEV SUV next year.(///)


[Blue Lotus Daily]:ATAT US/TCOM US/1519 HK/ZTO US/XPEV US/LI US/LKNCY US

<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

China

Atour Lifestyle Holdings Limited operates as a holding company. The Company, through its subsidiaries, owns and manages midscale hotel chain through offline and online channels, including mobile application and weixin-wechat mini program. Atour Lifestyle Holdings serves customers in China.

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

Atour Lifestyle Holdings (ATAT US)

[Blue Lotus Daily]:1810 HK/1211HK/LI US/NIO US/XPEV US/MNSO US/ATAT US/002352 CH/2618HK/ZTO US/Macro

Household loan data in China highlights need for consumption stimulus; more incremental policies expected. Positive outlook on Ministry of Finance...

Blue Lotus Research Institute

[Blue Lotus Daily-TMT Update]:3690 HK/PDD US/BABA US/JD US/700 HK/TCOM US/ATAT US

Meituan's overseas version, Keeta, expands to Riyadh; PDD offers double compensation for overpriced products; Taobao now accessible through WeChat...

Blue Lotus Research Institute

[Blue Lotus Daily]:BEKE US/BZ US/ATAT US/3690 HK/TCOM US/2618 HK/002352 CH/NIO US/XPEV US/1211 HK

Chinese companies discuss economic topics, JD and Alibaba reconcile for cross-platform launches, NIO lowers battery swap fees.

Blue Lotus Research Institute

[Blue Lotus Daily]:ATAT US/TCOM US/1519 HK/ZTO US/XPEV US/LI US/LKNCY US

Travel volume during Mid-Autumn holiday slightly increased compared to 2019, parcel volume collection up 28% year over year, Xpeng rumored to...

Blue Lotus Research Institute

[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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Daily]:1810 HK/1211HK/LI US/NIO US/XPEV US/MNSO US/ATAT US/002352 CH/2618HK/ZTO US/Macro

​Household loan data in China highlights need for consumption stimulus; more incremental policies expected. Positive outlook on Ministry of Finance...

Blue Lotus Research Institute

[Blue Lotus Daily-TMT Update]:3690 HK/PDD US/BABA US/JD US/700 HK/TCOM US/ATAT US

​Meituan's overseas version, Keeta, expands to Riyadh; PDD offers double compensation for overpriced products; Taobao now accessible through WeChat...

Blue Lotus Research Institute

[Blue Lotus Daily]:BEKE US/BZ US/ATAT US/3690 HK/TCOM US/2618 HK/002352 CH/NIO US/XPEV US/1211 HK

​Chinese companies discuss economic topics, JD and Alibaba reconcile for cross-platform launches, NIO lowers battery swap fees.

Blue Lotus Research Institute

[Blue Lotus Daily]:ATAT US/TCOM US/1519 HK/ZTO US/XPEV US/LI US/LKNCY US

​Travel volume during Mid-Autumn holiday slightly increased compared to 2019, parcel volume collection up 28% year over year, Xpeng rumored to...

Blue Lotus Research Institute

[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

Household loan data in China highlights need for consumption stimulus; more incremental policies expected. Positive outlook on Ministry of Finance...

Meituan's overseas version, Keeta, expands to Riyadh; PDD offers double compensation for overpriced products; Taobao now accessible through WeChat...

Chinese companies discuss economic topics, JD and Alibaba reconcile for cross-platform launches, NIO lowers battery swap fees.

Travel volume during Mid-Autumn holiday slightly increased compared to 2019, parcel volume collection up 28% year over year, Xpeng rumored to...

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...