Northbound Flows (May 24th): CATL, China Yangtze Power, Bank Of Ningbo, Nari Technology, Hengrui
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CATL, China Yangtze Power, Bank Of Ningbo, Nari...
423 Views
HK Short Interest Weekly: Baba, Longfor, Li Auto, Techtronic Ind
We analyzed the latest HK SFC report for aggregate short position as of May 17th and highlight short interest changes in Baba, Longfor, Li Auto,...
471 Views
[Blue Lotus Daily]: 300274SZ/DQ US/CSIQ US/JKSUS/601615SH/2208HK/601012SH/XPEV/1211HK/LI/NIO/TSLA
new energy installed capacity slows down, Xpeng Motors' losses narrow with increased software sales to Volkswagen, BYD falls while Tesla recovers,...
440 Views
New Experiments in China's Crowded EV Space
Chinese EV makers are trying to breakeven by trying new business models and launching new cars. We believe they have challenges. Buying battery...
323 Views
[Blue Lotus Daily]:BEKE US/300274 SZ/1211 HK/300750 SZ/LI US/XPEV US/NIO US/1810 HK/BIDU US
Visiting volume surges after stimulus, new energy exports struggle, PBOC introduces more stimulus for sluggish new home sales.
259 Views