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 Consumer Weekly, 6/52] Express Delivery Showed Social Gift Took off During CNY

[Blue Lotus Non-US Internet Weekly, 6/52]: Consumption Warmed Up During CNY Except Housing

[Blue Lotus China New Consumer Weekly, 7/52] Xi's Meeting with Ma Closed the Anti-Monopoly Chapter

[Blue Lotus Non-US Internet Weekly, 3/52]: RedNote's Popularity Can Lift Other Boats Outside China

Blue Lotus Non-US Internet Weekly Wrap (2/2025): Tencent's Inclusion and Exclusion from US Sanctions

Blue Lotus China Growth Equity Weekly (2/2025): Tesla Heading into a Different Chinese EV Market

[Blue Lotus China Growth Equity Weekly (3/52)] Recovery Persist, Focus on Profitablity New

Blue Lotus Non US Internet research, Blue Lotus Research Institute

Ying Pan

Blue Lotus Non US Internet research

Thematic (Sector/Industry)

<ul>
<li>New smartphone trade-in subsidy received raving response from Chinese consumers;</li>
<li>Tencent and NetEase gained key game title approvals. Entertainment is a good choice in uncertain environment of 2025;</li>
<li>From a slight moderating C4Q24, we expect strong showing in domestic travel demand heading into CNY.</li>
</ul>


New smartphone trade-in subsidy received raving response from Chinese consumers;
Tencent and NetEase gained key game title approvals. Entertainment is a good choice in uncertain environment of 2025;
From a slight moderating C4Q24, we expect strong showing in domestic travel demand heading into CNY.


[Blue Lotus Non-US Internet Weekly, 4/52]: Deepseek's Asked the Right Question on GAI Capex