EU's Battery and Solar Investments, One Year After, Part I
Chinese companies accounted for a quarter of battery investments in EU. This ratio has increased materially over the past 12 months and will...
316 Views
[Blue Lotus Daily]:300750 SZ/1211 HK/XPEV US/NIO US/1810 HK/LI US
US lawmakers urged to ban CATL and Gotion batteries, BYD's DM-5 models exceed 80,000 pre-orders, LI leads in EV deliveries but falls back in 2024.
267 Views
[Blue Lotus Daily]:NIO US/LI US/XPEV US/1211 HK/1810 HK
NIO US reports increased losses in Q1 2024 but expects improvement in Q2; plans to launch 3rd brand for low-end market. LI sees production...
405 Views
China Consumption Weekly (27 May 2024): Xpeng, Tongcheng, Kanzhun, Gaotu, KE, Bilibili, and Weibo
In 1Q24, Xpeng, Tongcheng, Kanzhun, and Gaotu grew by 62% YoY, 50%, YoY, 43% YoY and 34% YoY. KE’s revenue decreased by 20% YoY in 1Q24 due to the...
420 Views
[Blue Lotus Daily]: 300274SZ/DQ US/CSIQ US/JKSUS/601615SH/2208HK/601012SH/XPEV/1211HK/LI/NIO/TSLA
new energy installed capacity slows down, Xpeng Motors' losses narrow with increased software sales to Volkswagen, BYD falls while Tesla recovers,...
435 Views