[Blue Lotus Daily]:1211 HK/LI US/ NIO US/XPEV US/1810 HK/CHA US/2589 HK/2555 HK/Macro
Central government focuses on improving livelihoods to boost consumption, but short-term impact unlikely. Our analysis of Chinese government...
389 Views
[Blue Lotus Daily]:XPEV US/NIO US/New Energy Vehicle
Xiaopeng car partners with Huawei for HUD solution, Onvo to supply vehicles for Didi ride-hailing, NEV delivery rankings for May 26 - June 1.
666 Views
Wuxi Lead Intelligent Equipment A/H Listing - Market Leader but Has Been Facing Industry Headwinds
Wuxi Lead Intelligent Equipmen (300450 CH) aims to raise around US$400m in its H-share listing. In this note, we look at the company's past...
405 Views
[Blue Lotus Daily]:XPEV US/LI US/601127 CH/NIO US/BZ US/1211 HK/New Energy Vehicle
XPEV's Mona M03 Max gets a price cut, EV sales rankings fluctuate, MOC prioritizes "zero-mile used cars" with BYD and Dongfeng.
310 Views
[Blue Lotus Daily]:LI US/1211 HK/XPEV US/1810 HK/Macro
NEV sales rankings for May 12-18, 2025 released; Denza and Formula Leopard units merged back into parent company; Xuanjie O1 chip enters mass...
189 Views