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>LKNCY US:Luckin Coffee's Moutai Flavored Latte is Gradually Being Phased Out (-)</li>
<li>1519 HK/ZTO US: Weekly parcel volume grew ~33% y-o-y (+)</li>
<li>981 HK/1810 HK/AAPL US/NVDA US: SMIC’s upcoming N+3 process to narrow performance with TSMC’s 5nm (+/-/-/-)</li>
</ul>


LKNCY US:Luckin Coffee's Moutai Flavored Latte is Gradually Being Phased Out (-)
1519 HK/ZTO US: Weekly parcel volume grew ~33% y-o-y (+)
981 HK/1810 HK/AAPL US/NVDA US: SMIC’s upcoming N+3 process to narrow performance with TSMC’s 5nm (+/-/-/-)


[Blue Lotus Daily]:LKNCY US/1519 HK/ZTO US/981 HK/1810 HK/AAPL US/NVDA US/BEKE US

<ul>
<li>Macro News Update: Our take from the decision draft of the CCP 3rd Plenary Session</li>
<li>1519 HK/ZTO US: Weekly parcel volume shows 31% y-o-y growth (+)</li>
<li>1810 HK/981 HK: Huawei’s mid-premium Nova 13 smartphone to be delayed (+//)</li>
</ul>


Macro News Update: Our take from the decision draft of the CCP 3rd Plenary Session
1519 HK/ZTO US: Weekly parcel volume shows 31% y-o-y growth (+)
1810 HK/981 HK: Huawei’s mid-premium Nova 13 smartphone to be delayed (+//)


[Blue Lotus Daily]:1519 HK/ZTO US/1810 HK/981 HK/XPEV US/LI US/NIO US/QCOM US/TSMC US

Blue Lotus Non US Internet research, Blue Lotus Research Institute

Ying Pan

Blue Lotus Non US Internet research

<ul>
<li>PDD US/BABA US/JD US/VIPS US/3690 HK: NBS publishes social retail consumption data for June 2024 (-/+)</li>
<li>1024 HK: Kuaishou Releases First Fully AI-Generated Micro-Drama, Receives Positive Reviews.（+）</li>
<li>BABA US/PDD US/1519 HK/ZTO US: Weekly parcel volume shows 26% y-o-y growth (+)</li>
</ul>


PDD US/BABA US/JD US/VIPS US/3690 HK: NBS publishes social retail consumption data for June 2024 (-/+)
1024 HK: Kuaishou Releases First Fully AI-Generated Micro-Drama, Receives Positive Reviews.（+）
BABA US/PDD US/1519 HK/ZTO US: Weekly parcel volume shows 26% y-o-y growth (+)


[Blue Lotus Daily-TMT Update]:PDD US/BABA US/JD US/VIPS/3690HK/1024 HK/1519HK/ZTO/TCOM/NTES/BILI/

<ul>
<li>300750 SZ: CATL launches new commercial battery brand Tianxing to accelerate truck electrification and defend market share.（/）</li>
<li>9992 HK: Pop Mart's first LABUBU theme store opens in Bangkok with over RMB10 million in sales on the first day(+)</li>
<li>1810 HK : Huawei to launch three-hinge/ fold smartphone. (/)</li>
</ul>


300750 SZ: CATL launches new commercial battery brand Tianxing to accelerate truck electrification and defend market share.（/）
9992 HK: Pop Mart's first LABUBU theme store opens in Bangkok with over RMB10 million in sales on the first day(+)
1810 HK : Huawei to launch three-hinge/ fold smartphone. (/)


[Blue Lotus Daily]:300750 SZ/9992 HK/1810 HK/1519 HK/ZTO US/SE US/ATAT US/981 HK/000977 CH

<ul>
<li>3690 HK:Kuaigou Dache (ride hailing) Lowers Commission Rate for Drivers in Tianjin to 10% (-)</li>
<li>TCOM US:Ctrip Introduces Family Card, Allowing Users to Book Trips for Their Elderly Parents (+)</li>
<li>700 HK: &lt;Honor of Kings&gt; to Launch Ranked System Optimization: Points for Wins and Losses (+)</li>
</ul>


3690 HK:Kuaigou Dache (ride hailing) Lowers Commission Rate for Drivers in Tianjin to 10% (-)
TCOM US:Ctrip Introduces Family Card, Allowing Users to Book Trips for Their Elderly Parents (+)
700 HK: &lt;Honor of Kings&gt; to Launch Ranked System Optimization: Points for Wins and Losses (+)


[Blue Lotus Daily-TMT Update]:3690 HK/TCOM US/700 HK/JD US/BABA US/PDD US/1519HK/ZTOUS/NTESUS/BILIUS

China

J&T Global Express is an investment holding company primarily engaged in providing integrated express delivery and global logistics services. The company offers parcel sorting, line-haul transportation, dispatching, cross-border services, and cash-on-delivery. It was founded in 2015 and is headquartered in Shanghai, China.

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

J&T Global Express (1519 HK)

[Blue Lotus Daily]:LKNCY US/1519 HK/ZTO US/981 HK/1810 HK/AAPL US/NVDA US/BEKE US

Luckin Coffee is phasing out Moutai Flavored Latte, parcel volume is growing, and SMIC's new process will compete with TSMC's 5nm.

Blue Lotus Research Institute

[Blue Lotus Daily]:1519 HK/ZTO US/1810 HK/981 HK/XPEV US/LI US/NIO US/QCOM US/TSMC US

CCP 3rd Plenary Session decision draft analyzed; parcel volume growth for HK/ZTO and Huawei's Nova 13 smartphone delay.

Blue Lotus Research Institute

[Blue Lotus Daily-TMT Update]:PDD US/BABA US/JD US/VIPS/3690HK/1024 HK/1519HK/ZTO/TCOM/NTES/BILI/

NBS releases social retail consumption data for June 2024, Kuaishou's AI-generated micro-drama receives positive reviews, and weekly parcel volume...

Blue Lotus Research Institute

[Blue Lotus Daily]:300750 SZ/9992 HK/1810 HK/1519 HK/ZTO US/SE US/ATAT US/981 HK/000977 CH

CATL launches new commercial battery brand Tianxing to drive truck electrification and protect market share. Pop Mart's LABUBU theme store in...

Blue Lotus Research Institute

[Blue Lotus Daily-TMT Update]:3690 HK/TCOM US/700 HK/JD US/BABA US/PDD US/1519HK/ZTOUS/NTESUS/BILIUS

Kuaigou Dache lowers commission rate for drivers, Ctrip introduces Family Card for booking trips for elderly parents, Honor of Kings to launch...

Blue Lotus Research Institute

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Daily]:LKNCY US/1519 HK/ZTO US/981 HK/1810 HK/AAPL US/NVDA US/BEKE US

​Luckin Coffee is phasing out Moutai Flavored Latte, parcel volume is growing, and SMIC's new process will compete with TSMC's 5nm.

Blue Lotus Research Institute

[Blue Lotus Daily]:1519 HK/ZTO US/1810 HK/981 HK/XPEV US/LI US/NIO US/QCOM US/TSMC US

​CCP 3rd Plenary Session decision draft analyzed; parcel volume growth for HK/ZTO and Huawei's Nova 13 smartphone delay.

Blue Lotus Research Institute

[Blue Lotus Daily-TMT Update]:PDD US/BABA US/JD US/VIPS/3690HK/1024 HK/1519HK/ZTO/TCOM/NTES/BILI/

​NBS releases social retail consumption data for June 2024, Kuaishou's AI-generated micro-drama receives positive reviews, and weekly parcel volume...

Blue Lotus Research Institute

[Blue Lotus Daily]:300750 SZ/9992 HK/1810 HK/1519 HK/ZTO US/SE US/ATAT US/981 HK/000977 CH

​CATL launches new commercial battery brand Tianxing to drive truck electrification and protect market share. Pop Mart's LABUBU theme store in...

Blue Lotus Research Institute

[Blue Lotus Daily-TMT Update]:3690 HK/TCOM US/700 HK/JD US/BABA US/PDD US/1519HK/ZTOUS/NTESUS/BILIUS

​Kuaigou Dache lowers commission rate for drivers, Ctrip introduces Family Card for booking trips for elderly parents, Honor of Kings to launch...

Blue Lotus Research Institute

Luckin Coffee is phasing out Moutai Flavored Latte, parcel volume is growing, and SMIC's new process will compete with TSMC's 5nm.

CCP 3rd Plenary Session decision draft analyzed; parcel volume growth for HK/ZTO and Huawei's Nova 13 smartphone delay.

NBS releases social retail consumption data for June 2024, Kuaishou's AI-generated micro-drama receives positive reviews, and weekly parcel volume...

CATL launches new commercial battery brand Tianxing to drive truck electrification and protect market share. Pop Mart's LABUBU theme store in...

Kuaigou Dache lowers commission rate for drivers, Ctrip introduces Family Card for booking trips for elderly parents, Honor of Kings to launch...