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>ATAT US/TCOM US : The international hotel management group maintains a cautious attitude towards China throughout the year.（-/-）</li>
<li>1211HK/LIUS/NIOUS/XPEVUS/1810HK:EV sales solid in the 5th week of April 2024, NIO continues to benefit from SU7 overflow, BYD continues to be strong, and Xiaomi deliveries decline for three consecutive weeks.(+/+/+/-/-)</li>
<li>300274 SZ / 300750 SZ/ 1211 HK : Tesla's Shanghai energy storage gigafactory was approved, mainly producing energy storage for export, benefiting China's supply chain.(+/+/ -)</li>
</ul>


ATAT US/TCOM US : The international hotel management group maintains a cautious attitude towards China throughout the year.（-/-）
1211HK/LIUS/NIOUS/XPEVUS/1810HK:EV sales solid in the 5th week of April 2024, NIO continues to benefit from SU7 overflow, BYD continues to be strong, and Xiaomi deliveries decline for three consecutive weeks.(+/+/+/-/-)
300274 SZ / 300750 SZ/ 1211 HK : Tesla's Shanghai energy storage gigafactory was approved, mainly producing energy storage for export, benefiting China's supply chain.(+/+/ -)


[Blue Lotus Daily]:ATATUS/TCOMUS/1211HK/LIUS/NIO US/XPEVUS/1810HK/300274SZ/300750 SZ/BEKEUS

<ul>
<li>BEKE US: April existing home sales on track of recovery, while new home lukewarm, and high tier cities policy easing bodes well for Beike.(+)</li>
<li>LI US : LI L6 sales momentum accelerates during May Day holiday.(/)</li>
<li>NIO US/ LI US / 1211 HK :  New energy vehicle sales growth rebounded in the fourth week of April 2024, with Nio, LI and Zeekr regaining market shares （/////）</li>
</ul>


BEKE US: April existing home sales on track of recovery, while new home lukewarm, and high tier cities policy easing bodes well for Beike.(+)
LI US : LI L6 sales momentum accelerates during May Day holiday.(/)
NIO US/ LI US / 1211 HK :  New energy vehicle sales growth rebounded in the fourth week of April 2024, with Nio, LI and Zeekr regaining market shares （/////）


[Blue Lotus Daily]:BEKE US/NIO US/LI US/1211 HK/1801 HK/1810 HK

<ul>
<li>1810HK/1211HK/LI/XPEV/NIO: The growth rate of new energy vehicles fell back in the 15th week of 2024,BYD and Li delivered stably,AITO slowed down due to L6,XiaomiSU7 impacting TeslaM3 and BYDHan（/）</li>
<li>BEKE US: Residential new home sales value fell by 30% YoY in 1Q24, but slightly better than consensus(+)</li>
<li>300750 SZ: CATL’s first quarter results show strong pricing power amid fierce price war（/）</li>
</ul>


1810HK/1211HK/LI/XPEV/NIO: The growth rate of new energy vehicles fell back in the 15th week of 2024,BYD and Li delivered stably,AITO slowed down due to L6,XiaomiSU7 impacting TeslaM3 and BYDHan（/）
BEKE US: Residential new home sales value fell by 30% YoY in 1Q24, but slightly better than consensus(+)
300750 SZ: CATL’s first quarter results show strong pricing power amid fierce price war（/）


[Blue Lotus Daily]:1810 HK/1211 HK/LI US/XPEV US/NIO US/BEKE US/300750 SZ

<ul>
<li>1810 HK/1211 HK/LI/NIO/XPEV :In the 14th week of 2024 , new energy vehicle sales growth is stable, Xiaomi affects Tesla and AITO, LI overtook AITO, and BYD fell back（/）</li>
<li>XPEV US: Nearly a thousand units of Xpeng G9 shipped to Germany, with total export value exceeding 500 million yuan (/)</li>
<li>TSLA US: Speculation has it Toyota may cooperate with Huawei globally on autonomous driving（/）</li>
</ul>


1810 HK/1211 HK/LI/NIO/XPEV :In the 14th week of 2024 , new energy vehicle sales growth is stable, Xiaomi affects Tesla and AITO, LI overtook AITO, and BYD fell back（/）
XPEV US: Nearly a thousand units of Xpeng G9 shipped to Germany, with total export value exceeding 500 million yuan (/)
TSLA US: Speculation has it Toyota may cooperate with Huawei globally on autonomous driving（/）


[Blue Lotus Daily]:1810 HK/1211 HK/LI/NIO/XPEV/TSLA US/BEKE US/300750 SZ

<ul>
<li>LI/XPEV/NIO/1211 HK:  Sales of strong EV brands held up better during CNY, Li and Tesla led and AITO and BYD followed (+)</li>
<li>BEKE : ByteDance suspend self-operating home decoration business( + ) </li>
<li>ZLAB:Bristol-Myers Squibb （BMS） outsources Opdivo sales in ten southwestern provinces to Zai Lab, a long-term positive but with many prerequisites (+)</li>
</ul>


LI/XPEV/NIO/1211 HK:  Sales of strong EV brands held up better during CNY, Li and Tesla led and AITO and BYD followed (+)
BEKE : ByteDance suspend self-operating home decoration business( + ) 
ZLAB:Bristol-Myers Squibb （BMS） outsources Opdivo sales in ten southwestern provinces to Zai Lab, a long-term positive but with many prerequisites (+)


[Blue Lotus Daily]:LI/XPEV/NIO/1211 HK/BEKE/ZLAB

China

KE Holdings Inc. operates as an integrated online and offline platform for housing transactions and services. The Company offers existing and new home sales, home rentals, home renovation, real estate financial solutions, and other services. KE Holdings conducts businesses in China.

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

KE Holdings (BEKE US)

[Blue Lotus Daily]:ATATUS/TCOMUS/1211HK/LIUS/NIO US/XPEVUS/1810HK/300274SZ/300750 SZ/BEKEUS

International hotel group cautious on China, EV sales strong in April with NIO benefiting, Tesla's Shanghai gigafactory approved for energy...

Blue Lotus Research Institute

[Blue Lotus Daily]:BEKE US/NIO US/LI US/1211 HK/1801 HK/1810 HK

April existing home sales show signs of recovery.High tier cities easing policies.LI sales accelerate during 5.1 holiday.Nio, LI,and Zeekr see...

Blue Lotus Research Institute

[Blue Lotus Daily]:1810 HK/1211 HK/LI US/XPEV US/NIO US/BEKE US/300750 SZ

New energy vehicle growth rate dips in 15th week of 2024, CATL shows strong pricing power in Q1, BEKE US sees 30% YoY drop in new home sales value...

Blue Lotus Research Institute

[Blue Lotus Daily]:1810 HK/1211 HK/LI/NIO/XPEV/TSLA US/BEKE US/300750 SZ

New energy vehicle sales growth stable in China, Xiaomi affects Tesla and AITO, Xpeng G9 ships to Germany, Toyota may cooperate with Huawei on...

Blue Lotus Research Institute

[Blue Lotus Daily]:LI/XPEV/NIO/1211 HK/BEKE/ZLAB

Strong EV brands like Li and Tesla saw better sales during CNY; ByteDance suspends home decoration business; BMS outsources Opdivo sales to Zai...

Blue Lotus Research Institute

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Daily]:ATATUS/TCOMUS/1211HK/LIUS/NIO US/XPEVUS/1810HK/300274SZ/300750 SZ/BEKEUS

​International hotel group cautious on China, EV sales strong in April with NIO benefiting, Tesla's Shanghai gigafactory approved for energy...

Blue Lotus Research Institute

[Blue Lotus Daily]:BEKE US/NIO US/LI US/1211 HK/1801 HK/1810 HK

​April existing home sales show signs of recovery.High tier cities easing policies.LI sales accelerate during 5.1 holiday.Nio, LI,and Zeekr see...

Blue Lotus Research Institute

[Blue Lotus Daily]:1810 HK/1211 HK/LI US/XPEV US/NIO US/BEKE US/300750 SZ

​New energy vehicle growth rate dips in 15th week of 2024, CATL shows strong pricing power in Q1, BEKE US sees 30% YoY drop in new home sales value...

Blue Lotus Research Institute

[Blue Lotus Daily]:1810 HK/1211 HK/LI/NIO/XPEV/TSLA US/BEKE US/300750 SZ

​New energy vehicle sales growth stable in China, Xiaomi affects Tesla and AITO, Xpeng G9 ships to Germany, Toyota may cooperate with Huawei on...

Blue Lotus Research Institute

[Blue Lotus Daily]:LI/XPEV/NIO/1211 HK/BEKE/ZLAB

​Strong EV brands like Li and Tesla saw better sales during CNY; ByteDance suspends home decoration business; BMS outsources Opdivo sales to Zai...

Blue Lotus Research Institute

International hotel group cautious on China, EV sales strong in April with NIO benefiting, Tesla's Shanghai gigafactory approved for energy...

April existing home sales show signs of recovery.High tier cities easing policies.LI sales accelerate during 5.1 holiday.Nio, LI,and Zeekr see...

New energy vehicle growth rate dips in 15th week of 2024, CATL shows strong pricing power in Q1, BEKE US sees 30% YoY drop in new home sales value...

New energy vehicle sales growth stable in China, Xiaomi affects Tesla and AITO, Xpeng G9 ships to Germany, Toyota may cooperate with Huawei on...

Strong EV brands like Li and Tesla saw better sales during CNY; ByteDance suspends home decoration business; BMS outsources Opdivo sales to Zai...