Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

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

Thematic (Sector/Industry)

<ul>
<li>300274SZ/300750SZ/LI/NIO/1211HK: Jan+Feb new energy export data show that wind power is picking up, and inverters has reached inflection point, while lithium batteries and electric vehicles are exchanging prices for volume(+/-/-/-/-)</li>
<li>Huazhu/Atour: Huazhu guided conservative RevPAR outlook for 2024, citing weak business travel demand.（-）</li>
<li>LI/1211 HK/XPEV/NIO: In 2024’s 11th week, BYD continued to accelerate while fell back, yet the overall acceleration of new energy vehicles bodes well for the whole year (/)</li>
</ul>


300274SZ/300750SZ/LI/NIO/1211HK: Jan+Feb new energy export data show that wind power is picking up, and inverters has reached inflection point, while lithium batteries and electric vehicles are exchanging prices for volume(+/-/-/-/-)
Huazhu/Atour: Huazhu guided conservative RevPAR outlook for 2024, citing weak business travel demand.（-）
LI/1211 HK/XPEV/NIO: In 2024’s 11th week, BYD continued to accelerate while fell back, yet the overall acceleration of new energy vehicles bodes well for the whole year (/)


[Blue Lotus Daily]300274SZ/300750SZ/LI/NIO/1211HK/Huazhu/Atour/XPEV/9926 HK

HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

<ul>
<li>A document titled "<em>Soliciting Opinions on the Implementation Plan for Supporting the Development of Innovative Drugs throughout the Whole Chain</em>" attracted widespread attention, which is significantly different from past policies. </li>
<li>Restrictions on payment end and deteriorating investment and financing situations will be improved, marking a new starting point for China’s innovative drug business. We have reasons to start being optimistic.</li>
<li>If approved and implemented, it would be a significant reversal of the previous expectation and investment logic of innovative drugs. So, investors should not overlook the importance of this document.</li>
</ul>


A document titled "Soliciting Opinions on the Implementation Plan for Supporting the Development of Innovative Drugs throughout the Whole Chain" attracted widespread attention, which is significantly different from past policies. 
Restrictions on payment end and deteriorating investment and financing situations will be improved, marking a new starting point for China’s innovative drug business. We have reasons to start being optimistic.
If approved and implemented, it would be a significant reversal of the previous expectation and investment logic of innovative drugs. So, investors should not overlook the importance of this document.


Important New Policy for China’s Innovative Drugs – The Game Rule Is About to Change Radically

<ul>
<li>9926 HK /1801 HK /1877 HK/ BGNE/ ZLAB/9995 HK: US lobbying group distanced itself from Wuxi AppTec after being accused（/）</li>
<li>1211 HK/ XPEV/ 1810 HK：GAC AION orders surged after price cuts（/）</li>
<li>Chery Automobile:It Is Reported that Chery Automobile Is in Talks with the Italian government to build a factory（/）</li>
</ul>


9926 HK /1801 HK /1877 HK/ BGNE/ ZLAB/9995 HK: US lobbying group distanced itself from Wuxi AppTec after being accused（/）
1211 HK/ XPEV/ 1810 HK：GAC AION orders surged after price cuts（/）
Chery Automobile:It Is Reported that Chery Automobile Is in Talks with the Italian government to build a factory（/）


[Blue Lotus Daily]9926HK/1801HK/1877HK/BGNE/ZLAB/9995HK/1211HK/XPEV/1810HK/Chery Automobile/LI/NIO

Equity Capital Markets

Qyuns Therapeutics / Equity Capital Markets

<ul>
<li>The biggest concern here is the uncertain commercialization outlook of Qyuns’s pipeline, mainly due to both industry factors in the field of autoimmune and allergic diseases and Qyuns’s own problems.</li>
<li>Qyuns is overvalued. There're rumors that Qyuns was “not popular” in primary market when fundraising, perhaps due to Dr. Yu Guoliang’s past unsuccessful experience which made investors suffered losses before.</li>
<li>By reducing the size of IPO to maintain high share price, this IPO may “look successful”.Investors can seize this opportunity to take profits in time, but long-term hold isn't recommended.</li>
</ul>


The biggest concern here is the uncertain commercialization outlook of Qyuns’s pipeline, mainly due to both industry factors in the field of autoimmune and allergic diseases and Qyuns’s own problems.
Qyuns is overvalued. There're rumors that Qyuns was “not popular” in primary market when fundraising, perhaps due to Dr. Yu Guoliang’s past unsuccessful experience which made investors suffered losses before.
By reducing the size of IPO to maintain high share price, this IPO may “look successful”.Investors can seize this opportunity to take profits in time, but long-term hold isn't recommended.


Pre-IPO Qyuns Therapeutics (PHIP Updates) - Some Points Worth the Attention

<ul>
<li>1211 HK: Tesla's German factory caught on arson, interrupting production for a week (-)</li>
<li>BZ: Government’s 2024 new job creation guidance is relatively soft. (-)</li>
<li>9926 HK/9995 HK/1801 HK/1877 HK/BGNE: US senator move forward with bill to constrain Wuxi Apptec-（/）</li>
</ul>


1211 HK: Tesla's German factory caught on arson, interrupting production for a week (-)
BZ: Government’s 2024 new job creation guidance is relatively soft. (-)
9926 HK/9995 HK/1801 HK/1877 HK/BGNE: US senator move forward with bill to constrain Wuxi Apptec-（/）


[Blue Lotus Daily]:XPEV/LI/NIO/ 1211 HK/BZ/9926 HK/9995 HK/1801 HK/1877 HK/BGNE

China

Akeso Inc. operates operatesa s a biotech company. The compnay develops treatments and therapies for various types of diseases. Akeso serves cutomers worldwide

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Akeso Biopharma Inc (9926 HK)

[Blue Lotus Daily]300274SZ/300750SZ/LI/NIO/1211HK/Huazhu/Atour/XPEV/9926 HK

New energy export data shows wind power growth,inverters at inflection point.BYD accelerates in 11th week,positive outlook for new energy vehicles...

Blue Lotus Research Institute

Important New Policy for China’s Innovative Drugs – The Game Rule Is About to Change Radically

A new document about China's innovative drugs would change the game rule/outlook radically. We have reasons to start being optimistic that the...

Xinyao (Criss) Wang

[Blue Lotus Daily]9926HK/1801HK/1877HK/BGNE/ZLAB/9995HK/1211HK/XPEV/1810HK/Chery Automobile/LI/NIO

US lobbying group distances from Wuxi AppTec, GAC AION orders surge after price cuts, Chery Automobile in talks with Italian government to build...

Blue Lotus Research Institute

Pre-IPO Qyuns Therapeutics (PHIP Updates) - Some Points Worth the Attention

Qyuns is overvalued due to gloomy commercialization outlook.Qyuns may even find it hard to recover the cost of pipeline. Investors could trade and...

Xinyao (Criss) Wang

[Blue Lotus Daily]:XPEV/LI/NIO/ 1211 HK/BZ/9926 HK/9995 HK/1801 HK/1877 HK/BGNE

Arson at Tesla's German factory halts production for a week, government's job creation guidance for 2024 is lacking, US senator pushes bill to...

Blue Lotus Research Institute

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Daily]300274SZ/300750SZ/LI/NIO/1211HK/Huazhu/Atour/XPEV/9926 HK

​New energy export data shows wind power growth,inverters at inflection point.BYD accelerates in 11th week,positive outlook for new energy vehicles...

Blue Lotus Research Institute

Important New Policy for China’s Innovative Drugs – The Game Rule Is About to Change Radically

A new document about China's innovative drugs would change the game rule/outlook radically. We have reasons to start being optimistic that the...

Xinyao (Criss) Wang

[Blue Lotus Daily]9926HK/1801HK/1877HK/BGNE/ZLAB/9995HK/1211HK/XPEV/1810HK/Chery Automobile/LI/NIO

​US lobbying group distances from Wuxi AppTec, GAC AION orders surge after price cuts, Chery Automobile in talks with Italian government to build...

Blue Lotus Research Institute

Pre-IPO Qyuns Therapeutics (PHIP Updates) - Some Points Worth the Attention

Qyuns is overvalued due to gloomy commercialization outlook.Qyuns may even find it hard to recover the cost of pipeline. Investors could trade and...

Xinyao (Criss) Wang

[Blue Lotus Daily]:XPEV/LI/NIO/ 1211 HK/BZ/9926 HK/9995 HK/1801 HK/1877 HK/BGNE

​Arson at Tesla's German factory halts production for a week, government's job creation guidance for 2024 is lacking, US senator pushes bill to...

Blue Lotus Research Institute

New energy export data shows wind power growth,inverters at inflection point.BYD accelerates in 11th week,positive outlook for new energy vehicles...

US lobbying group distances from Wuxi AppTec, GAC AION orders surge after price cuts, Chery Automobile in talks with Italian government to build...

Arson at Tesla's German factory halts production for a week, government's job creation guidance for 2024 is lacking, US senator pushes bill to...