CX Daily: China’s ‘EV Battery Capital’ Turns to Solar
Solar / In Depth: China’s ‘EV battery capital’ turns to solar In the span of four years, Yibin went from a prefecture-level city known for coal...
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Northbound Flows (4Q2023): $20bn Outflows in 4Q
We analyzed Northbound connect data for 4Q2023 and highlight flows for Moutai, Yangtze Power, Catl, Gree Electric Appliances, Sungrow Power Supply.
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Blue Lotus China Growth Equity Weekly (2/2025): Tesla Heading into a Different Chinese EV Market
2025 trade-in subsidies favor Xiaomi and JD.com. China's new measure at limiting LFP battery exports added on export bans. Geely is new player at...
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Aequitas 2025 Asia IPO Pipeline - Hong Kong
In this note, we will take a look at the Asia Pacific IPO pipeline for 2025, starting with Hong Kong where the number of filings have been...
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US Defense Dept Designates Tencent and CATL as Military Companies - Impact on Korean Competitors
The U.S. Department of Defense announced that it has added numerous Chinese companies including Tencent and CATL as companies that work with...
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