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>981 HK/1347 HK: Semiconductor export growth remained robust in July (+/+)</li>
<li>1211 HK/LI US/NIO US/1810 HK/XPEV US: 2024 week 31 EV makers started to bifurate .(/////////)</li>
<li>1810 HK: Xiaomi’s smartphone unit volume sales in Japan grow triple-digit y-o-y in 2Q24 (+)</li>
</ul>


981 HK/1347 HK: Semiconductor export growth remained robust in July (+/+)
1211 HK/LI US/NIO US/1810 HK/XPEV US: 2024 week 31 EV makers started to bifurate .(/////////)
1810 HK: Xiaomi’s smartphone unit volume sales in Japan grow triple-digit y-o-y in 2Q24 (+)


[Blue Lotus Daily]:981 HK/1347 HK/1211 HK/LI US/NIO US/1810 HK/XPEV US/TCOM US/ATAT US/LKNCY US

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>Retirement / Cover Story: China moves to raise retirement age to bolster workforce, ease pension pressure</li><li>Tsung-Dao Lee /: Physicist Tsung-Dao Lee, one of China’s first Nobel laureates, dies at 97</li><li>Digital ID /: China’s new digital ID system trialed across over 80 apps</li></ul>

Retirement / Cover Story: China moves to raise retirement age to bolster workforce, ease pension pressureTsung-Dao Lee /: Physicist Tsung-Dao Lee, one of China’s first Nobel laureates, dies at 97Digital ID /: China’s new digital ID system trialed across over 80 apps

CX Daily: China Moves to Raise Retirement Age to Bolster Workforce, Ease Pension Pressure 

<ul>
<li>Macro News Update: Central Economic Work Conference in July shifts focus of short-term economic efforts to promoting consumption.（+）</li>
<li>LI US/1211 HK/1810 HK/ NIO US/ XPEV US: New energy vehicle deliveries generally rose in the 30th week of 2024, with BYD, Ideal and Xiaomi hitting new highs （/////////）</li>
<li>BEKE US:A subsidiary of Beike acquires two commercial and residential land in Xi'an (/)</li>
</ul>


Macro News Update: Central Economic Work Conference in July shifts focus of short-term economic efforts to promoting consumption.（+）
LI US/1211 HK/1810 HK/ NIO US/ XPEV US: New energy vehicle deliveries generally rose in the 30th week of 2024, with BYD, Ideal and Xiaomi hitting new highs （/////////）
BEKE US:A subsidiary of Beike acquires two commercial and residential land in Xi'an (/)


[Blue Lotus Daily]:LI US/1211 HK/1810 HK/ NIO US/ XPEV US/BEKE/Macro News Update/China Manufacturing

<ul>
<li>1810 HK/AAPL: Xiaomi’s China unit volume grew 17% yoy in 2Q (+/-)</li>
<li>1810 HK: Xiaomi acquires more land to build another EV factory (+)</li>
<li>981 HK/1810 HK: SMIC’s upcoming “5nm” process to feature significant efficiency improvement (+/-)</li>
</ul>


1810 HK/AAPL: Xiaomi’s China unit volume grew 17% yoy in 2Q (+/-)
1810 HK: Xiaomi acquires more land to build another EV factory (+)
981 HK/1810 HK: SMIC’s upcoming “5nm” process to feature significant efficiency improvement (+/-)


[Blue Lotus Daily]:1810 HK/AAPL/981 HK/LKNCY US/BZ US/LI US/1211 HK

<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

China

Li Auto Inc. manufactures automobiles. The Company designs, develops, and sells smart new energy electric sport utility vehicles. Li Auto conducts businesses in China.

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Li Auto (LI US)

[Blue Lotus Daily]:981 HK/1347 HK/1211 HK/LI US/NIO US/1810 HK/XPEV US/TCOM US/ATAT US/LKNCY US

Semiconductor exports strong in July, EV makers diverge in 2024, Xiaomi's smartphone sales surge in Japan.Active Users on the Luckin Coffee App...

Blue Lotus Research Institute

CX Daily: China Moves to Raise Retirement Age to Bolster Workforce, Ease Pension Pressure

Retirement / Cover Story: China moves to raise retirement age to bolster workforce, ease pension pressure After more than a decade as a recurring...

Caixin Global

[Blue Lotus Daily]:LI US/1211 HK/1810 HK/ NIO US/ XPEV US/BEKE/Macro News Update/China Manufacturing

Central Economic Work Conference shifts focus to promoting consumption, new energy vehicle deliveries rise, Beike subsidiary acquires land in Xi'an.

Blue Lotus Research Institute

[Blue Lotus Daily]:1810 HK/AAPL/981 HK/LKNCY US/BZ US/LI US/1211 HK

Xiaomi's China unit sees growth, acquires land for new EV factory, while SMIC's upcoming "5nm" process promises efficiency boost.

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Daily]:981 HK/1347 HK/1211 HK/LI US/NIO US/1810 HK/XPEV US/TCOM US/ATAT US/LKNCY US

​Semiconductor exports strong in July, EV makers diverge in 2024, Xiaomi's smartphone sales surge in Japan.Active Users on the Luckin Coffee App...

Blue Lotus Research Institute

CX Daily: China Moves to Raise Retirement Age to Bolster Workforce, Ease Pension Pressure

Retirement / Cover Story: China moves to raise retirement age to bolster workforce, ease pension pressure After more than a decade as a recurring...

Caixin Global

[Blue Lotus Daily]:LI US/1211 HK/1810 HK/ NIO US/ XPEV US/BEKE/Macro News Update/China Manufacturing

​Central Economic Work Conference shifts focus to promoting consumption, new energy vehicle deliveries rise, Beike subsidiary acquires land in Xi'an.

Blue Lotus Research Institute

[Blue Lotus Daily]:1810 HK/AAPL/981 HK/LKNCY US/BZ US/LI US/1211 HK

​Xiaomi's China unit sees growth, acquires land for new EV factory, while SMIC's upcoming "5nm" process promises efficiency boost.

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

Semiconductor exports strong in July, EV makers diverge in 2024, Xiaomi's smartphone sales surge in Japan.Active Users on the Luckin Coffee App...

Central Economic Work Conference shifts focus to promoting consumption, new energy vehicle deliveries rise, Beike subsidiary acquires land in Xi'an.

Xiaomi's China unit sees growth, acquires land for new EV factory, while SMIC's upcoming "5nm" process promises efficiency boost.

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