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 Macro]: Underestimating the Pain but Unable to Turn Back

[Blue Lotus Macro]: Economic Stimulus Shouldn’t Be Pain Killers

Blue Lotus Macro: No Short-Term Investors in the Short Term, Summary of Our Tour of China.

China/Asia TMT Update- Luckin/Unity/Coupang:No.10k Store, Apple Vision Pro, Congestion at Pyeongtaek

China/Asia TMT

Shawn Yang

Macroeconomics

Xinjiang Goldwind Science & Technology (002202 CH)

<ul>
<li>Forty to sixty percent of the world’s carbon emission takes place in buildings. Energy efficiency job is the single largest component that balances the job loss</li>
<li>In traditional energy and job gain in renewable energy. China is materially behind the US in energy efficiency; We believe inclusion of energy efficiency in the upcoming stimulus package </li>
<li>Will be a sound choice to boost employment and GDP, and our listed companies in the new energy sector shall benefit from the trend.</li>
</ul>


Forty to sixty percent of the world’s carbon emission takes place in buildings. Energy efficiency job is the single largest component that balances the job loss
In traditional energy and job gain in renewable energy. China is materially behind the US in energy efficiency; We believe inclusion of energy efficiency in the upcoming stimulus package 
Will be a sound choice to boost employment and GDP, and our listed companies in the new energy sector shall benefit from the trend.


LONGi Green Energy Technology (601012 CH)

Contemporary Amperex Technology (CATL) (300750 CH)

[Blue Lotus Macro]: A Job-Creating Stimulus that Also Saves the Real Estate