Northbound Flows (Aug 2nd): Wanhua Chemical, Moutai, CATL, Fuyao Glass Industry, Haier Smart Home
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlighted flows for Wanhua Chemical, Moutai, CATL, Fuyao Glass...
347 Views
Mainland Connect NORTHBOUND Flows (To 2 Aug 2024): Small Net Positive Week But...
A strange week. HUGE NORTHBOUND net buying on Wednesday but net selling every other day makes for a slight net buy on the week. Little stands out....
459 Views
China’s Lithium Mountain Grows as Oversupply Drags Down Prices Further
China’s lithium supply glut is worsening, with output expected to expand by 41% this year, fueling a steeper downward trend in prices for this...
464 Views
Northbound Flows (July): Two Months of Outflows
We analyzed the Shanghai/Shenzhen Connect Scheme for July and highlight outflows for CATL, Zhongji, Moutai, Wuliangye, Mindray.
453 Views
[Blue Lotus New Energy Sector Update]: Rocky but Firm: China New Energy’s Venture Overseas
Chinese renewable energy firms are expanding overseas, with a focus on building capacities near US/Europe, leading to job losses at home and...
271 Views