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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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01 Nov 2023 12:04
Northbound Flows Monthly (October): Three Months of Outflows
We analyzed the Shanghai/Shenzhen Connect Scheme for October and highlight flows for Moutai, CATL, Longi, Focus Media, Ping An Insurance.
Ke Yan, CFA, FRM
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233 Views
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bearish
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Thematic (Sector/Industry)
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24 Oct 2023 18:35
EM Semiconductors: Positioning Deep Dive
The momentum in Semiconductor positioning witnessed between 2019 and 2021 has stalled. In this report we identifying the funds and the companies...
Steven Holden
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314 Views
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bearish
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Quantitative Analysis
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15 Oct 2023 10:15
Northbound Flows (Oct 13th): Longi Green, China Tourism, Iflytek, Ping An Insurance
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Longi Green, China Tourism, Iflytek, Ping An...
Ke Yan, CFA, FRM
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484 Views
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bullish
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Thematic (Sector/Industry)
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26 Sep 2023 07:51
[Blue Lotus Sector Update]: Chinese Renewable Energy Comes to Crossroads
China’s firm and consistent renewable policy and a unified energy vision have been its strength, But now have developed a few inconsistencies.
Blue Lotus Research Institute
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726 Views
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bullish
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Thematic (Sector/Industry)
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13 Sep 2023 08:33
China TMT Update-NIO/LI/XPEV/BYD/TSLA/Solar Power-All-New EC6/China Automotive Delivery Data
Gloated inventory in solar panel led to price collapse in Europe(/);NIO/LI: NIO to launch the all-new EC6 on Friday (+/-);BYD/TSLA/LI/XPEV/NIO:...
Blue Lotus Research Institute
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464 Views
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