China TMT Update-ACMR/981.HK/1347.HK/NIO/1211.HK/XPEV/BYD-Tesla Cuts Model Y Prices/Geely Cuts Price
ACMR/981.HK/1347.HK: US outbound investment restrictions;NIO/1211 HK: Geely's sub-brand Zeekr cut price;XPEV/NIO/BYD: Tesla China cuts Model Y...
206 Views
Chinese EV's and the Lagging Edge Price War
Prices cuts imply price wars, Western chip subsidies are against strategy spending in China. Full stack margin at Chinese Automotive makers means...
266 Views
Hong Kong Connect Flows (July): Meituan, Kuaishou, CNOOC, PetroChina, Tencent, BYD, HSBC, HKEx
We analyzed the Hong Kong Connect Scheme for July and highlight flows for Meituan, Kuaishou, CNOOC, PetroChina, Tencent, BYD, HSBC, HKEx.
730 Views
Northbound Flows Monthly (July): $7.3bn Inflows
We analyzed the Shanghai/Shenzhen Connect Scheme for July and highlight flows for Moutai, CATL, BYD, Wuliangye, East Money, Haitian Flavoring,...
564 Views
Toyota to Ramp Up Electric Car Push in China With R&D Revamp
Toyota Motor Corp., the world’s biggest car seller, has announced plans to consolidate its research and development (R&D) resources in China...
397 Views