bullish
[Blue Lotus China New Consumer Weekly, 8/52] Existing Home Recovers First Post CNY
315 Views23 Feb 2025 20:00
SUMMARY
- A translated article shows why Chinese are refrained from buying new homes but not so on buying existing homes. The Chinese link is here. English here by Qwen;
- XPeng, Xiaomi, Zeekr and BYD recovered above the line post CNY in EV delivery, LI, Tesla, LEAP and Luxeed in line, AITO, Deepal and NIO are below the line;
- CATL's JV with Didi is a serious threat to NIO.
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Blue Lotus Research Institute
China growth and global non-US Internet equities
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