Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

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News from Caixin

Cross Asset Strategy

<ul><li>In Depth: Chinese customers sold on ‘elixir of youth’ despite expert warnings </li><li>Suspect arrested in stabbing of four American college teachers in China</li><li>Executive at ICBC’s Beijing branch investigated for suspected graft</li></ul>

In Depth: Chinese customers sold on ‘elixir of youth’ despite expert warnings Suspect arrested in stabbing of four American college teachers in ChinaExecutive at ICBC’s Beijing branch investigated for suspected graft

CX Daily: Chinese Customers Sold on ‘Elixir of Youth’ Despite Expert Warnings 

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>300750 SZ: US lawmakers called to ban CATL and Gotion batteries to US.(+)</li>
<li>1211 HK/XPEV US/NIO US/1810 HK:BYD's two models equipped with DM-5 exceeded 80,000 pre-order in two weeks.(//-/-/-)</li>
<li>LI US/XPEV US/NIO US/1810 HK: /In the 23rd week of 2024, LI's electric vehicle deliveries is leading the way, but most of them have fallen back.(///////)</li>
</ul>


300750 SZ: US lawmakers called to ban CATL and Gotion batteries to US.(+)
1211 HK/XPEV US/NIO US/1810 HK:BYD's two models equipped with DM-5 exceeded 80,000 pre-order in two weeks.(//-/-/-)
LI US/XPEV US/NIO US/1810 HK: /In the 23rd week of 2024, LI's electric vehicle deliveries is leading the way, but most of them have fallen back.(///////)


[Blue Lotus Daily]:300750 SZ/1211 HK/XPEV US/NIO US/1810 HK/LI US

<ul><li>Cover Story: Turning research into revenue – China’s quest to bring lab inventions to market</li><li>Peru amends law allowing Cosco Shipping to retain exclusive rights to operate Chancay Port</li><li>In Depth: How Hong Kong could help craft mainland policies for digital assets</li></ul>

Cover Story: Turning research into revenue – China’s quest to bring lab inventions to marketPeru amends law allowing Cosco Shipping to retain exclusive rights to operate Chancay PortIn Depth: How Hong Kong could help craft mainland policies for digital assets

CX Daily: Turning Research Into Revenue – China’s Quest to Bring Lab Inventions to Market 

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>The Quiddity Mainland Connect NORTHBOUND Monitor. Like the A/H Premium Monitor and HK Connect SOUTHBOUND Monitor. Lots of Flows/Position Tables and Charts with which to play.</li>
<li>Last week saw NORTHBOUND net BUY RMB 5.3bn of A-shares on lower gross volumes. NORTHBOUND bought utilities, renewables, and semiconductors, and sold Kweichow Moutai, Midea, Bk Jiangsu, and Wuliangye Yibin.</li>
<li>Ongoing questions as to whether the NORTHBOUND volumes to the buy side are all foreigners. Some suspect there is national team buying mixed in, as was expected from earlier announcements.</li>
</ul>


The Quiddity Mainland Connect NORTHBOUND Monitor. Like the A/H Premium Monitor and HK Connect SOUTHBOUND Monitor. Lots of Flows/Position Tables and Charts with which to play.
Last week saw NORTHBOUND net BUY RMB 5.3bn of A-shares on lower gross volumes. NORTHBOUND bought utilities, renewables, and semiconductors, and sold Kweichow Moutai, Midea, Bk Jiangsu, and Wuliangye Yibin.
Ongoing questions as to whether the NORTHBOUND volumes to the buy side are all foreigners. Some suspect there is national team buying mixed in, as was expected from earlier announcements.


Mainland Connect NORTHBOUND Flows (To 7 June 2024): Large Renewables Buying Drive Small Net Buying

Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Pan-Asia Index Flows & Special Situations

Guangzhou Great Power Ener-A / Event-Driven

<ul>
<li>The June 2024 index review results for the ChiNext and ChiNext 50 indices were announced yesterday.</li>
<li>There will be seven changes for the ChiNext index and five changes for the ChiNext 50 index. Some of these names surprised us.</li>
<li>In this insight, we take a look at our final flow expectations for the confirmed index changes and our thoughts on the selection process.</li>
</ul>


The June 2024 index review results for the ChiNext and ChiNext 50 indices were announced yesterday.
There will be seven changes for the ChiNext index and five changes for the ChiNext 50 index. Some of these names surprised us.
In this insight, we take a look at our final flow expectations for the confirmed index changes and our thoughts on the selection process.


Quiddity ChiNext/ChiNext 50 Jun 24 Rebalance: ~US$700mn One-Way Flows; Thoughts on Surprises

China

Contemporary Amperex Technology Co., Limited. operates as a battery products manufacturing company. The Company produces and sells power battery materials, energy storage batteries energy storage battery cells, systems, and other products. Contemporary Amperex Technology also provides batteries recycling services.

Contemporary Amperex Technology (CATL) (300750 CH)

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Contemporary Amperex Technology (CATL) (300750 CH)

CX Daily: Chinese Customers Sold on ‘Elixir of Youth’ Despite Expert Warnings

Anti-aging / In Depth: Chinese customers sold on ‘elixir of youth’ despite expert warnings. Chinese consumers have bought into the global craze for...

Caixin Global

[Blue Lotus Daily]:300750 SZ/1211 HK/XPEV US/NIO US/1810 HK/LI US

US lawmakers urged to ban CATL and Gotion batteries, BYD's DM-5 models exceed 80,000 pre-orders, LI leads in EV deliveries but falls back in 2024.

Blue Lotus Research Institute

CX Daily: Turning Research Into Revenue – China’s Quest to Bring Lab Inventions to Market

Cover Story: Turning research into revenue – China’s quest to bring lab inventions to market. Peru amends law allowing Cosco Shipping to retain...

Caixin Global

Mainland Connect NORTHBOUND Flows (To 7 June 2024): Large Renewables Buying Drive Small Net Buying

NORTHBOUND saw net buying this week. Large caps saw net selling but semiconductor names see ongoing buying. I expect semicaps will continue to see...

Travis Lundy

Quiddity ChiNext/ChiNext 50 Jun 24 Rebalance: ~US$700mn One-Way Flows; Thoughts on Surprises

ChiNext and ChiNext 50 "double" DEL Guangzhou Great Power Energy could underperform peers CATL and Gotion High-tec until the Inclusion event.

Janaghan Jeyakumar, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

CX Daily: Chinese Customers Sold on ‘Elixir of Youth’ Despite Expert Warnings

Anti-aging / In Depth: Chinese customers sold on ‘elixir of youth’ despite expert warnings. Chinese consumers have bought into the global craze for...

Caixin Global

[Blue Lotus Daily]:300750 SZ/1211 HK/XPEV US/NIO US/1810 HK/LI US

​US lawmakers urged to ban CATL and Gotion batteries, BYD's DM-5 models exceed 80,000 pre-orders, LI leads in EV deliveries but falls back in 2024.

Blue Lotus Research Institute

CX Daily: Turning Research Into Revenue – China’s Quest to Bring Lab Inventions to Market

Cover Story: Turning research into revenue – China’s quest to bring lab inventions to market. Peru amends law allowing Cosco Shipping to retain...

Caixin Global

Mainland Connect NORTHBOUND Flows (To 7 June 2024): Large Renewables Buying Drive Small Net Buying

NORTHBOUND saw net buying this week. Large caps saw net selling but semiconductor names see ongoing buying. I expect semicaps will continue to see...

Travis Lundy

Quiddity ChiNext/ChiNext 50 Jun 24 Rebalance: ~US$700mn One-Way Flows; Thoughts on Surprises

ChiNext and ChiNext 50 "double" DEL Guangzhou Great Power Energy could underperform peers CATL and Gotion High-tec until the Inclusion event.

Janaghan Jeyakumar, CFA

US lawmakers urged to ban CATL and Gotion batteries, BYD's DM-5 models exceed 80,000 pre-orders, LI leads in EV deliveries but falls back in 2024.