bullish•Thematic (Sector/Industry)•26 Sep 2023 07:51
[Blue Lotus Sector Update]: Chinese Renewable Energy Comes to Crossroads
China’s firm and consistent renewable policy and a unified energy vision have been its strength, But now have developed a few inconsistencies.
bullish•Thematic (Sector/Industry)•13 Sep 2023 08:33
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:...
bearish•Thematic (Sector/Industry)•11 Sep 2023 08:47
China TMT Update-Luckin/Tencent/Sungrow/Jolywood/Jinko/Drinda-Moutai Latte/Hunyuan LLM/Sungrowinvest
Luckin Coffee: Moutai Latte shortage of raw materials leads to temporary outage（/）Sungrow invested TopCon startup（/）Tencent officially published...
bullish•Thematic (Sector/Industry)•08 Sep 2023 08:41