China TMT Update-NIO/LI/XPEV/BEKE/NIO-Xpeng G9/Guangzhou Lift Purchase Restrictions/NIO Chip
Xpeng G9 facelift price cut exceeds expectations、Guangzhou lift purchase restrictions in outer regions、NIO released a self-developed chip
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IMotion Automotive Technology Pre-IPO - PHIP Updates - Concentration Risk Even More Apparent Now
IMotion Automotive Technology (1812706D CH) is looking to raise about US$100m in its upcoming HK IPO, after downsizing from US$300m. In this note,...
438 Views
China TMT Update-NIO/LI/XPEV/BYD/TSLA/Solar Power-All-New EC6/China Automotive Delivery Data
Gloated inventory in solar panel led to price collapse in Europe（/）；NIO/LI: NIO to launch the all-new EC6 on Friday (+/-)；BYD/TSLA/LI/XPEV/NIO:...
546 Views
[Blue Lotus Transportation Sector Update]: German Cars’ EV Push Belies Issue of Standardization
There has been renewed push for the German carmakers to enter the BEV market, at the expense of the PHEV market. We believe it will benefit Chinese...
676 Views
China TMT Update- 1810.HK/AAPL/BILI/LI/XPEV/NIO/BYD/TSLA/Leap-Huawei Mate 60/Pretty Derby/9mn NEV
Huawei Mate 60 supply chain order volume may have reached 15-17mn units; Shining! Umamusume: Pretty Derby" is experiencing a sharp decline; MIIT...
535 Views