[Blue Lotus Daily]:300750 CH/601012 CH/2208 HK/300274 CH/NIO US/ LI US/1211 HK
Photovoltaic new installed capacity growth slows in Q3 but rebounds in September; CATL's all-solid-state battery advances quickly; NIO rumored to...
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Geely Auto (175 HK): Initiation: A Key Play on China EV and Global Expansion Theme
Geely Auto poised to outperform peers with focus on new EV brands, exports, making it a top play in context of our bullish view on Chinese OEMs'...
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[Blue Lotus Daily]:MNSO US/1211 HK/1810 HK/XPEV US/NIO US/LI US/LKNCY US/ATAT US/Macro Update
Yonghui Supermarket's revenue falls short by 15%, Huawei Harmony gains 11,000 new orders, BYD and Xiaomi lead in electric vehicles.
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Not All EV Makers Are Reaping the Rewards of Macro Stimulus
NIO and XPEV intensified promotions during C3Q24 while LI moderated them. But we see LI possibly ramping up its promotion to stir up demand in...
145 Views
ZEEKR IPO Lockup - A US$1.3bn+ Lockup Expiry but Everyone Is Underwater
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), raised around US$440m in its US listing. Its IPO lockup will expire soon.
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