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Eric Wen
Blue Lotus China New Economy Research
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Blue Lotus Research Institute
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03 November 2023
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17 Jun 2025 18:09
[Blue Lotus Daily]:1211 HK/ TSLA US/LI US/ 1810 HK /XPEV US/New Energy Vehicles
BYD issues super short-term commercial paper while NEV delivery rankings fluctuate among various companies. Lithium carbonate price drops to...
Blue Lotus Research Institute
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13 Jun 2025 11:03
[Blue Lotus Daily]:XPEV US/NIO US/New Energy Vehicle/Marco News
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11 Jun 2025 12:25
[Blue Lotus Daily]:1211 HK/LI US/ NIO US/XPEV US/1810 HK/CHA US/2589 HK/2555 HK/Macro
Central government focuses on improving livelihoods to boost consumption, but short-term impact unlikely. Our analysis of Chinese government...
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06 Jun 2025 17:09
[Blue Lotus Daily]:XPEV US/NIO US/New Energy Vehicle
Xiaopeng car partners with Huawei for HUD solution, Onvo to supply vehicles for Didi ride-hailing, NEV delivery rankings for May 26 - June 1.
Blue Lotus Research Institute
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04 Jun 2025 12:22
[Blue Lotus Daily]:LKNCY US/1810 HK/New Energy Vehicle
Luckin Coffee offers discounted coupons, Xiaomi Auto is projected to become profitable in late 2025, and Chinese automakers face challenges in the...
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