[Blue Lotus Daily]:BZ US/ACMR US/LRCX US/8035 JP/7735 JP/LI US/XPEV US/NIO US/1810 HK
US youth unemployment rate is decreasing, Congressmen propose bill to block purchase of China-made semiconductor equipment by US subsidy...
243 Views
Black Sesame Pre-IPO - PHIP Updates - Unable to Shake off Its Loss-Making Tendencies
Black Sesame Technologies (BLACKSES HK) is looking to raise around US$300m in its upcoming Hong Kong IPO. In this note, we discuss Black Sesame’s...
418 Views
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...
213 Views
[Blue Lotus Daily]:300750 SZ/1211 HK/XPEV US/NIO US/1810 HK/LI US
US lawmakers urged to ban CATL and Gotion batteries, BYD's DM-5 models exceed 80,000 pre-orders, LI leads in EV deliveries but falls back in 2024.
191 Views
[Blue Lotus Daily]:NIO US/LI US/XPEV US/1211 HK/1810 HK
NIO US reports increased losses in Q1 2024 but expects improvement in Q2; plans to launch 3rd brand for low-end market. LI sees production...
353 Views