[Blue Lotus China New Consumer Weekly, 6/52] Express Delivery Showed Social Gift Took off During CNY
CNY gift giving boosts express delivery growth, BYD to add ADS to low priced cars, Chinese EV makers engage in price wars with potential financing...
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Blue Lotus China Growth Equity Weekly (2/2025): Tesla Heading into a Different Chinese EV Market
2025 trade-in subsidies favor Xiaomi and JD.com. China's new measure at limiting LFP battery exports added on export bans. Geely is new player at...
306 Views
Prospectus of Robotaxi Outside of China and US Is Bright for Chinese Supply Chains
US-China decoupling splits the biggest and the 2nd biggest ride hailing market, which raise the importance of non-US, non China markets. We see...
457 Views
China Growth Equity Weekly Wrap (52/2024): Positive Macro, BEV Revival & Good Time to Invest in SaaS
China plans to issue RMB3tn in special treasury bonds in 2025, BEV sector sees growth with battery swapping and charging network partnerships,...
363 Views
REPT BATTERO Energy IPO Lockup - US$1.2bn Lockup Release
REPT BATTERO Energy raised around US$270m in its Hong Kong IPO in Dec 2023. Its pre-IPO investors holding around US$1.2bn worth of shares will be...
385 Views