[Blue Lotus Daily]:1211 HK/XPEV US/ATAT US/ZTO US/BABA US/Real Estate News Update/Consumer Sector
​Shanghai offers car trade-in subsidies, China hotel industry lukewarm in 3Q24, but hotel bookings in Shanghai during CIIE surge by 80% year-on-year.
240 Views
Geely Auto (175 HK): Initiation: A Key Play on China EV and Global Expansion Theme
​Geely Auto poised to outperform peers with focus on new EV brands, exports, making it a top play in context of our bullish view on Chinese OEMs'...
346 Views
EU Tariffs on Chinese EV Imports Get Final Nod
The European Commission has given final approval to extra import tariffs on electric vehicles (EV) shipped from China, after an investigation...
268 Views
[Blue Lotus Daily]:MNSO US/1211 HK/1810 HK/XPEV US/NIO US/LI US/LKNCY US/ATAT US/Macro Update
​Yonghui Supermarket's revenue falls short by 15%, Huawei Harmony gains 11,000 new orders, BYD and Xiaomi lead in electric vehicles.
259 Views
Not All EV Makers Are Reaping the Rewards of Macro Stimulus
NIO and XPEV intensified promotions during C3Q24 while LI moderated them. But we see LI possibly ramping up its promotion to stir up demand in...
309 Views