New Experiments in China's Crowded EV Space
Chinese EV makers are trying to breakeven by trying new business models and launching new cars. We believe they have challenges. Buying battery...
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Red Dragon Awakening
Focusing on Chinese names that have already been leading, and these are the ones most likely to continue to do so going forward. Very specific...
623 Views
[Blue Lotus Daily]:1810 HK/ZK US/NIO US/TSLA US/XPEV US/600104 SH/1211 HK/ LI US/LKNCY US
Xiaomi to start double-shift production of SU7, FSD12 users conversion rate low, Li Auto leads in sales in 18th week of 2024.
328 Views
A Comparison Between Ecopro Materials & HD Hyundai Marine Solution Post IPO
In this insight, we make comparisons between EcoPro Materials (450080 KS) and HD Hyundai Marine Solution (443060 KS) post their IPOs
334 Views
China Consumption Weekly (13 May 2024): Guangzhou Auto, NIO, CALT, Kuaishou, Trip.com, Seres
The NEV producers’ ranks changed a lot in April. GAC began to sell batteries to outside new energy vehicle producers. Kuaishou’s GMV increased by...
223 Views