[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.
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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...
677 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...
322 Views
MS-China Index Earning Revision (Aug): KINGBOARD HLDG, LI AUTO, XIAOMI, TRINA SOLAR, TENCENT, PDD
We analyzed MS-China's consensus for Aug 2026 and highlighted changes of EPS in KINGBOARD HLDG, LI AUTO, XIAOMI, TRINA SOLAR, TENCENT, CHINA LIFE,...
109 Views
MS-China Sep 2026 Index Rebalance: Pre-Implementation Update
MS-China enters implementation on 1 Sep with 33 ADDs and 32 DELETEs. We update post-announcement stock performance and discuss implementation trades.
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