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>1211 HK: BYD Company , Geely, Leapmotor Cut Prices (-)</li>
<li>LI US: AITO M8 Achieves Over 80,000 Pre-Orders in Its First Month(-)</li>
<li>LI US: Li Auto Revises Down 2025 Production Target (+)</li>
</ul>


1211 HK: BYD Company , Geely, Leapmotor Cut Prices (-)
LI US: AITO M8 Achieves Over 80,000 Pre-Orders in Its First Month(-)
LI US: Li Auto Revises Down 2025 Production Target (+)


[Blue Lotus Daily]:1211 HK/LI US/1179 HK/ATAT US

<ul>
<li>LI US/1211 HK/XPEV US: NEV Weekly Sales Ranking (May 12-18, 2025) (+/+/-)</li>
<li>1211 HK: Denza and Formula Leopard Units Merged Back into Parent Company (+)</li>
<li>1810 HK : Xuanjie O1 Chip Enters Mass Production (+)</li>
</ul>


LI US/1211 HK/XPEV US: NEV Weekly Sales Ranking (May 12-18, 2025) (+/+/-)
1211 HK: Denza and Formula Leopard Units Merged Back into Parent Company (+)
1810 HK : Xuanjie O1 Chip Enters Mass Production (+)


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

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.

News from Caixin

Cross Asset Strategy

<ul>
<li>Trade /Cover Story: U.S.-China call a truce, but global trade has changed forever</li>
<li>Investment /In Depth: China’s tax collectors target global investment income</li>
<li>Xiaomi /Xiaomi CEO breaks silence after fatal SU7 crash, pledging to make safety a top priority</li>
</ul>


Trade /Cover Story: U.S.-China call a truce, but global trade has changed forever
Investment /In Depth: China’s tax collectors target global investment income
Xiaomi /Xiaomi CEO breaks silence after fatal SU7 crash, pledging to make safety a top priority


CX Daily: U.S.-China Call a Truce, But Global Trade Has Changed Forever 

HK/China Equity Long-Short

Osbert Tang, CFA

<ul>
<li>The HSI has already recovered to 2.2% above the pre-"reciprocal tariff" level, and the top 10 best-performing constituents have registered an average return of 15.6%.</li>
<li>Despite so, there are still 40 under-performing stocks, with 32 of them remain in the negative zone with an average of 4.8% loss. </li>
<li>Among them, <a href="https://www.smartkarma.com/entities/zto-express-cayman-inc" target="_blank" data-smartkarma-citation="entities:33488:1" rel="noopener">ZTO Express Cayman (2057 HK)</a>, <a href="https://www.smartkarma.com/entities/budweiser-brewing-co-apac-ltd" target="_blank" data-smartkarma-citation="entities:28077:1" rel="noopener">Budweiser Brewing APAC (1876 HK)</a>, <a href="https://www.smartkarma.com/entities/byd-electronic-international-co-ltd" target="_blank" data-smartkarma-citation="entities:1927:1" rel="noopener">BYD Electronics (285 HK)</a>, and <a href="https://www.smartkarma.com/entities/meituan" target="_blank" data-smartkarma-citation="entities:26970:1" rel="noopener">Meituan (3690 HK)</a> look well-positioned to catch up.</li>
</ul>


The HSI has already recovered to 2.2% above the pre-"reciprocal tariff" level, and the top 10 best-performing constituents have registered an average return of 15.6%.
Despite so, there are still 40 under-performing stocks, with 32 of them remain in the negative zone with an average of 4.8% loss. 
Among them, ZTO Express Cayman (2057 HK), Budweiser Brewing APAC (1876 HK), BYD Electronics (285 HK), and Meituan (3690 HK) look well-positioned to catch up.


HK Strategy: What Are Some of the HSI Laggards to Pick Up?

<ul>
<li>1211 HK: BYD’s New K-Car Spotted in Spy Shots (+)</li>
<li>1211 HK/ZK US/AITO: Week 19 (May 5–11, 2025) Sales Rankings(+/+/+)</li>
<li>LKNCY US: Mixue Group Signs RMB4 Billion Brazil Coffee Bean Purchase Deal(-)</li>
</ul>


1211 HK: BYD’s New K-Car Spotted in Spy Shots (+)
1211 HK/ZK US/AITO: Week 19 (May 5–11, 2025) Sales Rankings(+/+/+)
LKNCY US: Mixue Group Signs RMB4 Billion Brazil Coffee Bean Purchase Deal(-)


[Blue Lotus Daily]:1211 HK/ZK US/AITO/LKNCY US

China

BYD Company Limited manufactures automotive products. The Company produces ordinary passenger cars, commercial vehicles, and other products. BYD also operates battery making, rail transportation construction, and other businesses.

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

BYD (002594 CH)

[Blue Lotus Daily]:1211 HK/LI US/1179 HK/ATAT US

BYD, Geely, and Leapmotor cut prices, AITO M8 gains over 80,000 pre-orders, Li Auto revises production target for 2025.

Blue Lotus Research Institute

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

NEV sales rankings for May 12-18, 2025 released; Denza and Formula Leopard units merged back into parent company; Xuanjie O1 chip enters mass...

Blue Lotus Research Institute

CX Daily: U.S.-China Call a Truce, But Global Trade Has Changed Forever

Trade /Cover Story: U.S.-China call a truce, but global trade has changed forever Investment /In Depth: China’s tax collectors target global...

Caixin Global

HK Strategy: What Are Some of the HSI Laggards to Pick Up?

HSI has rebounded above pre-reciprocal tariff levels, with top stocks up 15.6%. However, 32 stocks remain negative, with ZTO Express, Budweiser...

Osbert Tang, CFA

[Blue Lotus Daily]:1211 HK/ZK US/AITO/LKNCY US

BYD's new K-Car spotted in spy shots, Mixue Group signs RMB4 billion Brazil coffee bean purchase deal, and sales rankings for Week 19 of 2025 are...

Blue Lotus Research Institute

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Daily]:1211 HK/LI US/1179 HK/ATAT US

​BYD, Geely, and Leapmotor cut prices, AITO M8 gains over 80,000 pre-orders, Li Auto revises production target for 2025.

Blue Lotus Research Institute

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

​NEV sales rankings for May 12-18, 2025 released; Denza and Formula Leopard units merged back into parent company; Xuanjie O1 chip enters mass...

Blue Lotus Research Institute

CX Daily: U.S.-China Call a Truce, But Global Trade Has Changed Forever

Trade /Cover Story: U.S.-China call a truce, but global trade has changed forever Investment /In Depth: China’s tax collectors target global...

Caixin Global

HK Strategy: What Are Some of the HSI Laggards to Pick Up?

​HSI has rebounded above pre-reciprocal tariff levels, with top stocks up 15.6%. However, 32 stocks remain negative, with ZTO Express, Budweiser...

Osbert Tang, CFA

[Blue Lotus Daily]:1211 HK/ZK US/AITO/LKNCY US

​BYD's new K-Car spotted in spy shots, Mixue Group signs RMB4 billion Brazil coffee bean purchase deal, and sales rankings for Week 19 of 2025 are...

Blue Lotus Research Institute

BYD, Geely, and Leapmotor cut prices, AITO M8 gains over 80,000 pre-orders, Li Auto revises production target for 2025.

NEV sales rankings for May 12-18, 2025 released; Denza and Formula Leopard units merged back into parent company; Xuanjie O1 chip enters mass...

HSI has rebounded above pre-reciprocal tariff levels, with top stocks up 15.6%. However, 32 stocks remain negative, with ZTO Express, Budweiser...

BYD's new K-Car spotted in spy shots, Mixue Group signs RMB4 billion Brazil coffee bean purchase deal, and sales rankings for Week 19 of 2025 are...