China TMT Update(Apr.10): 700.HK/IQ/NIO/ZLAB/1801HK - Tencent Video and Douyin Reach Cooperation
Tencent Video and Douyin reach strategic cooperation ； NIO to allow onsumers to lock in EC7 orders starting Apr 10 ；ZaiLab started FGFR2 mAb Phase...
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CX Daily: Chinese Auto Makers Rev Up Price War in Race for Market Dominance
Cover Story: Chinese automakers rev up price war in race for market dominance. China will do more to open its markets, vice premier says
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Leapmotor IPO Lock-Up - A Precursor to a Larger Release Later in the Year
Leapmotor (9863 HK) raised around US$800m in its Hong Kong IPO, after pricing at the low-end. The stock was listed on 29th Sep 2022, its six-month...
654 Views
[Consumer Brands Deep Dive]:Structural and Substitution Drive Chinese Consumer
Chinese underconsumption is only half true. It only occurs in categories associated with development stages; Our TOP PICKS are Li Auto, Atour,...
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[NIO Inc. (NIO US) Rating Change]: DG for Weak Momentum and Margin Pressure into Q3
We expect NIO to see a share loss in 2023 due to 1) late delivery of its key models; 2) conservative channel expansion plan; 3) uncompetitive pricing.
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