Blue Lotus Non US Internet research, Blue Lotus Research Institute

Ying Pan

Blue Lotus Non US Internet 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>TCOM US/ ATAT US: China Extends Transit Visa-Free Policy to 240 Hours(+/+)</li>
<li>1024 HK: Kuaishou Introduces Subscription Service for Micro Drama Business (+)</li>
<li>700 HK/1439927D CH/BIDU US: Apple Negotiates with Tencent and ByteDance to Launch AI Features in China (+/+/-)</li>
</ul>


TCOM US/ ATAT US: China Extends Transit Visa-Free Policy to 240 Hours(+/+)
1024 HK: Kuaishou Introduces Subscription Service for Micro Drama Business (+)
700 HK/1439927D CH/BIDU US: Apple Negotiates with Tencent and ByteDance to Launch AI Features in China (+/+/-)


[Blue Lotus Daily-TMT Update]:TCOM US/ ATAT US/1024 HK/700 HK/1439927D CH /BIDU/3690 HK/JD/BABA/PDD

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>EVs / In Depth: How shift to EVs risks sidelining auto parts giants</li><li>Toy /In Depth: China’s trendy toy makers march into Southeast Asia</li><li>Delivery /China’s food delivery giants to introduce mandatory rest breaks for riders</li></ul>

EVs / In Depth: How shift to EVs risks sidelining auto parts giantsToy /In Depth: China’s trendy toy makers march into Southeast AsiaDelivery /China’s food delivery giants to introduce mandatory rest breaks for riders

CX Daily: How Shift to EVs Risks Sidelining Auto Parts Giants 

<ul><li>Relending / Share cancellation key to ensuring PBOC’s relending tool stabilizes stock market, insiders say</li><li>Chips /In Depth: Chasing chip talent to keep the boom alive</li><li>Preview /Commentary: CEWC will endorse stronger policy support to counter headwinds</li></ul>

Relending / Share cancellation key to ensuring PBOC’s relending tool stabilizes stock market, insiders sayChips /In Depth: Chasing chip talent to keep the boom alivePreview /Commentary: CEWC will endorse stronger policy support to counter headwinds

CX Daily: Share Cancellation Key to Ensuring PBOC’s Relending Tool Stabilizes Stock Market

<ul><li>Autos / In Depth: China’s auto industry reaches turning point as EV exports slow</li><li>Funds /: Chart of the Day: Value of China’s mutual funds comes down from peak</li><li>Nvidia /: Nvidia asserts commitment to fair competition amid China antitrust probe</li></ul>

Autos / In Depth: China’s auto industry reaches turning point as EV exports slowFunds /: Chart of the Day: Value of China’s mutual funds comes down from peakNvidia /: Nvidia asserts commitment to fair competition amid China antitrust probe

CX Daily: China’s Auto Industry Reaches Turning Point as EV Exports Slow 

<ul><li>South Korea / Cover Story: South Korean President’s attempt at martial law may hasten his exit</li><li>Monetary /: China to loosen monetary policy in 2025 to spur growth</li><li>Insurance /Exclusive: China to launch national disability care insurance system</li></ul>

South Korea / Cover Story: South Korean President’s attempt at martial law may hasten his exitMonetary /: China to loosen monetary policy in 2025 to spur growthInsurance /Exclusive: China to launch national disability care insurance system

CX Daily: South Korean President’s Attempt at Martial Law May Hasten His Exit 

China

Beijing Douyin Information Service Co. Ltd. provides online information and contents. The Company develops and operates short video platform, original short video community, news platform, and other related products. Beijing Douyin Information Service offers services worldwide.

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52-week Range	0.00 - 0.00
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ByteDance (1439927D CH)

[Blue Lotus Daily-TMT Update]:TCOM US/ ATAT US/1024 HK/700 HK/1439927D CH /BIDU/3690 HK/JD/BABA/PDD

China expands visa-free transit policy, Kuaishou offers subscription service for micro dramas, Apple in talks with Tencent and ByteDance for AI...

Blue Lotus Research Institute

CX Daily: How Shift to EVs Risks Sidelining Auto Parts Giants

EVs / In Depth: How shift to EVs risks sidelining auto parts giants As China’s auto market pivots rapidly to new-energy vehicles (NEVs), the...

Caixin Global

CX Daily: China’s Auto Industry Reaches Turning Point as EV Exports Slow

Autos / In Depth: China’s auto industry reaches turning point as EV exports slow China’s auto exporters are facing a watershed moment as Western...

Caixin Global

CX Daily: South Korean President’s Attempt at Martial Law May Hasten His Exit

South Korea / Cover Story: South Korean President’s attempt at martial law may hasten his exit In a dramatic turn of events last week, South Korea...

Caixin Global

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Daily-TMT Update]:TCOM US/ ATAT US/1024 HK/700 HK/1439927D CH /BIDU/3690 HK/JD/BABA/PDD

​China expands visa-free transit policy, Kuaishou offers subscription service for micro dramas, Apple in talks with Tencent and ByteDance for AI...

Blue Lotus Research Institute

CX Daily: How Shift to EVs Risks Sidelining Auto Parts Giants

EVs / In Depth: How shift to EVs risks sidelining auto parts giants As China’s auto market pivots rapidly to new-energy vehicles (NEVs), the...

Caixin Global

CX Daily: Share Cancellation Key to Ensuring PBOC’s Relending Tool Stabilizes Stock Market

Relending / Share cancellation key to ensuring PBOC’s relending tool stabilizes stock market, insiders say As the People’s Bank of China’s (PBOC)...

Caixin Global

CX Daily: China’s Auto Industry Reaches Turning Point as EV Exports Slow

Autos / In Depth: China’s auto industry reaches turning point as EV exports slow China’s auto exporters are facing a watershed moment as Western...

Caixin Global

CX Daily: South Korean President’s Attempt at Martial Law May Hasten His Exit

South Korea / Cover Story: South Korean President’s attempt at martial law may hasten his exit In a dramatic turn of events last week, South Korea...

Caixin Global

China expands visa-free transit policy, Kuaishou offers subscription service for micro dramas, Apple in talks with Tencent and ByteDance for AI...