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Eric Wen

Eric Wen
Blue Lotus China New Economy Research
Blue Lotus Research Institute

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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...

13 Jun 2025 11:03

[Blue Lotus Daily]:XPEV US/NIO US/New Energy Vehicle/Marco News

​XPEV US opens pre-sale at higher prices, NIO US tightens service policies, major automakers commit to faster payment terms for new energy vehicles.

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...

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.

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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