Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>US increases tariffs on tungsten, wafers, and polysilicon in Section 301 Trade Action against China by Trade Representative, impacting global trade.</li><li>Challenges facing semiconductor industry highlighted by Intel and Microchip cases under CHIPS Act, affecting technological development.</li><li>Apple and Broadcom collaborate on custom AI chip, enhancing ASIC capabilities, while Tesla resumes search for showrooms in India. Xiaomi aims for premium market in India as smartphone sales slow.</li></ul>

US increases tariffs on tungsten, wafers, and polysilicon in Section 301 Trade Action against China by Trade Representative, impacting global trade.Challenges facing semiconductor industry highlighted by Intel and Microchip cases under CHIPS Act, affecting technological development.Apple and Broadcom collaborate on custom AI chip, enhancing ASIC capabilities, while Tesla resumes search for showrooms in India. Xiaomi aims for premium market in India as smartphone sales slow.

Tech Supply Chain Tracker (13-Dec-2024): US tariffs up on tungsten, wafers, polysilicon in Trade Action vs China

Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Thematic (Sector/Industry)

<ul>
<li>LI US/TSLA US/XPEV US/NIO US/1211 HK:In the 49th week of 2024, LI and Tesla hedged against the slowdown in industry sales by increasing subsidies (/////////)</li>
<li>300750 CH: CATL announces a battery Factory plan in Spain, marking its third overseas plant (+)</li>
<li>BEKE US: Second week of December sees abnormal surge in existing home sales, while new home sales maintain steady growth (+)</li>
</ul>


LI US/TSLA US/XPEV US/NIO US/1211 HK:In the 49th week of 2024, LI and Tesla hedged against the slowdown in industry sales by increasing subsidies (/////////)
300750 CH: CATL announces a battery Factory plan in Spain, marking its third overseas plant (+)
BEKE US: Second week of December sees abnormal surge in existing home sales, while new home sales maintain steady growth (+)


[Blue Lotus Daily]:LI US/TSLA US/XPEV US/NIO US/1211 HK/300750 CH/BEKE US/1810 HK/LKNCY US

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Autos / In Depth: China’s auto industry reaches turning point as EV exports slow</li><li>Funds /: Chart of the Day: Value of China’s mutual funds comes down from peak</li><li>Nvidia /: Nvidia asserts commitment to fair competition amid China antitrust probe</li></ul>

Autos / In Depth: China’s auto industry reaches turning point as EV exports slowFunds /: Chart of the Day: Value of China’s mutual funds comes down from peakNvidia /: Nvidia asserts commitment to fair competition amid China antitrust probe

CX Daily: China’s Auto Industry Reaches Turning Point as EV Exports Slow 

<ul>
<li>981 HK/1347 HK/NXPI US/TXN US/ADI US/ON US: China industry associations send warning over sourcing US chips (+/+/-/-/-/-)</li>
<li>ACMR US: Limited impact from the addition of its subsidiaries to entity-list (/)</li>
<li>ZTO US: Parcel volume delivery grew 32% yoy in the prior week (+)</li>
</ul>


981 HK/1347 HK/NXPI US/TXN US/ADI US/ON US: China industry associations send warning over sourcing US chips (+/+/-/-/-/-)
ACMR US: Limited impact from the addition of its subsidiaries to entity-list (/)
ZTO US: Parcel volume delivery grew 32% yoy in the prior week (+)


[Blue Lotus Daily]:981 HK/1347 HK/NXPI US/TXN US/ADI US/ON US/ACMR US/ZTO US/1810 HK/AAPL US

Overseas Chinese Equities, Aequitas Research

Ming Lu

Overseas Chinese Equities

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

<ul>
<li>BYD’s deliveries grew by 68% YoY in November 2024, which provides a positive signal for the whole NEV (New Energy Vehicle) industry.</li>
<li>In November, Seres' sales volume increased by 27% YoY with NEV up by 55% YoY.</li>
<li>Arawana, the top cooking oil producer, finished acquiring 11% of Lihua's stock.</li>
</ul>


BYD’s deliveries grew by 68% YoY in November 2024, which provides a positive signal for the whole NEV (New Energy Vehicle) industry.
In November, Seres' sales volume increased by 27% YoY with NEV up by 55% YoY.
Arawana, the top cooking oil producer, finished acquiring 11% of Lihua's stock.


China Consumption Weekly (9 Dec 2024): BYD, Geely, Li Auto, Seres, Xiaomi, Arawana

China

Xiaomi Corporation manufactures communication equipment and parts. The Company produces and sells mobile phones, smart phone software,  set-top boxes, and related accessories. Xiaomi markets its products worldwide.

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Xiaomi (1810 HK)

Tech Supply Chain Tracker (13-Dec-2024): US tariffs up on tungsten, wafers, polysilicon in Trade Action vs China

US raises tariffs on specific materials from China, Intel and Microchip cases test CHIPS Act, Apple and Broadcom team up on AI chip, Tesla...

Tech Supply Chain Tracker

[Blue Lotus Daily]:LI US/TSLA US/XPEV US/NIO US/1211 HK/300750 CH/BEKE US/1810 HK/LKNCY US

LI and Tesla increase subsidies to hedge against industry sales slowdown. CATL plans third overseas plant in Spain. Abnormal surge in existing...

Blue Lotus Research Institute

CX Daily: China’s Auto Industry Reaches Turning Point as EV Exports Slow

Autos / In Depth: China’s auto industry reaches turning point as EV exports slow China’s auto exporters are facing a watershed moment as Western...

Caixin Global

[Blue Lotus Daily]:981 HK/1347 HK/NXPI US/TXN US/ADI US/ON US/ACMR US/ZTO US/1810 HK/AAPL US

China industry associations warn about sourcing US chips, limited impact on ACMR from entity-list, ZTO sees 32% yoy growth in parcel delivery volume.

Blue Lotus Research Institute

China Consumption Weekly (9 Dec 2024): BYD, Geely, Li Auto, Seres, Xiaomi, Arawana

BYD’s deliveries grew by 68% YoY in November 2024,. In November, Seres sales volume increased by 27% YoY with NEV up by 55% YoY. Arawana finished...

Ming Lu

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52-week Range

Market Cap (USDm)

P/E

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Tech Supply Chain Tracker (13-Dec-2024): US tariffs up on tungsten, wafers, polysilicon in Trade Action vs China

US raises tariffs on specific materials from China, Intel and Microchip cases test CHIPS Act, Apple and Broadcom team up on AI chip, Tesla...

Tech Supply Chain Tracker

[Blue Lotus Daily]:LI US/TSLA US/XPEV US/NIO US/1211 HK/300750 CH/BEKE US/1810 HK/LKNCY US

​LI and Tesla increase subsidies to hedge against industry sales slowdown. CATL plans third overseas plant in Spain. Abnormal surge in existing...

Blue Lotus Research Institute

CX Daily: China’s Auto Industry Reaches Turning Point as EV Exports Slow

Autos / In Depth: China’s auto industry reaches turning point as EV exports slow China’s auto exporters are facing a watershed moment as Western...

Caixin Global

[Blue Lotus Daily]:981 HK/1347 HK/NXPI US/TXN US/ADI US/ON US/ACMR US/ZTO US/1810 HK/AAPL US

​China industry associations warn about sourcing US chips, limited impact on ACMR from entity-list, ZTO sees 32% yoy growth in parcel delivery volume.

Blue Lotus Research Institute

China Consumption Weekly (9 Dec 2024): BYD, Geely, Li Auto, Seres, Xiaomi, Arawana

BYD’s deliveries grew by 68% YoY in November 2024,. In November, Seres sales volume increased by 27% YoY with NEV up by 55% YoY. Arawana finished...

Ming Lu

LI and Tesla increase subsidies to hedge against industry sales slowdown. CATL plans third overseas plant in Spain. Abnormal surge in existing...

China industry associations warn about sourcing US chips, limited impact on ACMR from entity-list, ZTO sees 32% yoy growth in parcel delivery volume.