CSI 300 Earning Revision Analysis (May): Cosco Shipping, Longi Green, Tongwei, China Railway
We analyzed CSI 300's consensus for May 2025 and highlighted changes of EPS in Cosco Shipping (601919 CH), Longi Green (601012 CH), Tongwei (600438...
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[Blue Lotus Daily]:300750 CH/1211 HK/JKS US/601012 CH/688599 CH/002459CH/1810HK/LI/NIO/XPEV/BEKE/ZTO
China cancels export tax rebate, Geely Group to merge electric brands, home transaction growth strong in first-tier cities.
194 Views
Chinese Solar Firms Bleed Losses Amid Worsening Glut and Falling Prices
China’s solar manufacturers have seen their bottom line severely hit by a deepening industry glut that has triggered a brutal price war. Several...
584 Views
China’s Solar Sector Must Consolidate Amid Mounting Losses, Industry Group Warns
Many Chinese solar manufacturers slowed or halted production altogether in the first half of this year, as they struggled to survive amid...
277 Views
Northbound Flows (Mar 15th): $5bn of Inflows Last Week
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CATL, Wuliangye, China Tourism, Moutai, Midea, Wuxi...
421 Views