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Sungrow Power Supply (300274 CH)
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116
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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bearish
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Quantitative Analysis
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08 Jan 2024 09:00
Northbound Flows (December): Five Months of Outflows
We analyzed the Shanghai/Shenzhen Connect Scheme for December and highlight flows for CATL, Mindray, Will Semi, BYD, Wuxi Apptec, CMB, Wuliangye,...
Ke Yan, CFA, FRM
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314 Views
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bullish
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BYD
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07 Jan 2024 21:02
Mainland Connect NORTHBOUND Flows (To 5 Jan 2024): Big Names Sold, Banks Bought
NORTHBOUND saw some outflow in the first week after a huge net buy the last week of the year. Large cap liquid names KM and CATL were sold. Banks...
Travis Lundy
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368 Views
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bullish
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Quantitative Analysis
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02 Jan 2024 07:00
Northbound Flows (Dec 29th): Longi Green, Wuliangye, Changan Automobile
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Longi Green, Wuliangye, Chongqing Changan Automobile.
Ke Yan, CFA, FRM
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528 Views
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bullish
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LONGi Green Energy Technology
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30 Dec 2023 14:42
Mainland Connect NORTHBOUND Flows (To 29 Dec 23): Renewables Are a BIG NET BUY This Week
Very strong "week" of net NORTHBOUND inflows this week, with Weds+Thursday seeing RMB 19bn of inflow on strong volume. Thurs HUGE volume....
Travis Lundy
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319 Views
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bullish
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Thematic (Sector/Industry)
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22 Dec 2023 15:31
[Blue Lotus Daily]: NIO/1211 HK/LI/XPEV/300274 CH/300750 CH/601012 CH/JKS/ LKNCY
Germany ending EV subsidies has little immediate impact on Chinese makers. China's customs export data for November shows a decline. "Thailand...
Blue Lotus Research Institute
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618 Views
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