China TMT Update-NIO/LI/XPEV/BYD/TSLA/Solar Power-All-New EC6/China Automotive Delivery Data
Gloated inventory in solar panel led to price collapse in Europe（/）；NIO/LI: NIO to launch the all-new EC6 on Friday (+/-)；BYD/TSLA/LI/XPEV/NIO:...
546 Views
[Blue Lotus Transportation Sector Update]: German Cars’ EV Push Belies Issue of Standardization
There has been renewed push for the German carmakers to enter the BEV market, at the expense of the PHEV market. We believe it will benefit Chinese...
676 Views
China TMT Update- 1810.HK/AAPL/BILI/LI/XPEV/NIO/BYD/TSLA/Leap-Huawei Mate 60/Pretty Derby/9mn NEV
Huawei Mate 60 supply chain order volume may have reached 15-17mn units; Shining! Umamusume: Pretty Derby" is experiencing a sharp decline; MIIT...
535 Views
CX Daily: Clock Ticking on Country Garden’s Debt Bomb
Country Garden /Cover Story: Clock ticking on Country Garden’s debt bomb Tax /: China extends tax incentives by two years to bolster housing...
322 Views
China TMT Update-PDD/ATAT/XPEV/NIO/LI-Temu Increases Prices/Hotel RevPAR Declines/G9 Facelift
PDD: Temu reportedly increases product prices in certain regions (+)/Atour Lifestyle: hotel RevPAR begin to decline/XPEV/NIO/LI: Xpeng to launch G9...
648 Views