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Sungrow Power Supply (300274 CH)
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Analysis
Industrials
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China
Sungrow Power Supply Company Limited develops, produces, sells and provides services for solar PV inverters, wind power converters and other power supply. The Company also provides system solutions to renewable energy industry users.
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bullish
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Thematic (Sector/Industry)
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23 Jun 2024 09:25
EU's Battery and Solar Investments, One Year After, Part II
Chinese companies have been absent in building capacity in EU, due to lack of upstream material supply. EU's own capacity building is cautious and...
Blue Lotus Research Institute
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264 Views
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bearish
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Quantitative Analysis
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16 Jun 2024 20:50
Mainland Connect NORTHBOUND Flows (To 14 June 2024): Large Tech Buying, Large Consumer Selling
Mainland Connect NORTHBOUND flows this past 4-day week were heavily to the sell side. Consumer Staples/Discretionary were HUGE net sells. Tech was...
Travis Lundy
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233 Views
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bullish
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Thematic (Sector/Industry)
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14 Jun 2024 16:25
EU's Battery and Solar Investments, One Year After, Part I
Chinese companies accounted for a quarter of battery investments in EU. This ratio has increased materially over the past 12 months and will...
Blue Lotus Research Institute
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195 Views
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bullish
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Thematic (Sector/Industry)
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24 May 2024 16:41
[Blue Lotus Daily]: 300274SZ/DQ US/CSIQ US/JKSUS/601615SH/2208HK/601012SH/XPEV/1211HK/LI/NIO/TSLA
new energy installed capacity slows down, Xpeng Motors' losses narrow with increased software sales to Volkswagen, BYD falls while Tesla recovers,...
Blue Lotus Research Institute
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353 Views
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bullish
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Thematic (Sector/Industry)
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21 May 2024 16:24
[Blue Lotus Daily]:BEKE US/300274 SZ/1211 HK/300750 SZ/LI US/XPEV US/NIO US/1810 HK/BIDU US
Visiting volume surges after stimulus, new energy exports struggle, PBOC introduces more stimulus for sluggish new home sales.
Blue Lotus Research Institute
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199 Views
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