China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

Thematic (Sector/Industry)

China Diversified consumer services / Thematic (Sector/Industry)

<ul>
<li>LI/ 1211 HK/ XPEV/ NIO: In the 12th week of 2024, new energy vehicles continued to maintain steady growth, BYD once again led and Li fell behind again（///////）</li>
<li>1211 HK : China to challenge Biden’s electric vehicle plans at the WTO (+)</li>
<li>NIO US: NIO US revised down C1Q24 delivery target. (+)</li>
</ul>


LI/ 1211 HK/ XPEV/ NIO: In the 12th week of 2024, new energy vehicles continued to maintain steady growth, BYD once again led and Li fell behind again（///////）
1211 HK : China to challenge Biden’s electric vehicle plans at the WTO (+)
NIO US: NIO US revised down C1Q24 delivery target. (+)


[Blue Lotus Daily]:LI/ 1211 HK/ XPEV/ NIO