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Li Auto (LI US)
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Analysis
Consumer Discretionary
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China
Li Auto Inc. manufactures automobiles. The Company designs, develops, and sells smart new energy electric sport utility vehicles. Li Auto conducts businesses in China.
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bullish
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Macroeconomics
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11 Jul 2023 09:20
[Blue Lotus Macro]: A Job-Creating Stimulus that Also Saves the Real Estate
We believe inclusion of energy efficiency in the upcoming stimulus package will be a sound choice to boost employment and GDP, listed companies in...
Blue Lotus Research Institute
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269 Views
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bearish
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Thematic (Sector/Industry)
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11 Jul 2023 08:40
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Broker
China Auto Sector – When will discounts peak after rising for 8 months
Note that such discounts for each automaker are calculated based on weighted average of May 2023 retail sales volume for each model
CMB International
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190 Views
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bullish
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Thematic (Sector/Industry)
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07 Jul 2023 08:51
China TMT Update-XPEV/NIO/LI/TSLA/1211HK/ZLAB: 16 Automakers Pledge to Maintain Order;G6 Conversion
XPEV/NIO/LI/TSLA/1211HK: 16 major automakers pledge to jointly maintain order;XPEV: Xpeng G6's conversion rate exceeds 50% (+)ZLAB:ZLAB’s FcRn...
Blue Lotus Research Institute
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475 Views
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bullish
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Thematic (Sector/Industry)
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06 Jul 2023 11:23
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Broker
China Auto Sector – Jun leading indicators: NIO weaker than expected
We summarize the Jun 2023 leading indicators as below, including number of leads, customer flows, and new orders generated, for Tesla, NIO, Li...
CMB International
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481 Views
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bullish
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Macroeconomics
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03 Jul 2023 17:03
[Blue Lotus Macro]: Economic Stimulus Shouldn’t Be Pain Killers
To stay ahead, Chinese companies must keep themselves cost competitive. But their equities offer the long-term hope to replace real estate as nest...
Blue Lotus Research Institute
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283 Views
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