China/Asia TMT

Shawn Yang

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Thematic (Sector/Industry)

<ul>
<li>PDD/ BABA/ CPNG/ SE: Temu launches in South Korea (+/-/-/-)</li>
<li>BEKE: Comments on the rumors of lowering existing mortgage interest rates and loosening home purchase restrictions of 1st tier cities(/)</li>
<li>1211HK/TSLA/XPEV/LI/NIO: NDRC introduces measures to increase car consumption ( + )</li>
</ul>


PDD/ BABA/ CPNG/ SE: Temu launches in South Korea (+/-/-/-)
BEKE: Comments on the rumors of lowering existing mortgage interest rates and loosening home purchase restrictions of 1st tier cities(/)
1211HK/TSLA/XPEV/LI/NIO: NDRC introduces measures to increase car consumption ( + )


China TMT Update-PDD/BABA/CPNG/SE/BEKE/1211HK/TSLA/XPEV/LI/NIO-Temu Launches in South Korea

<ul>
<li>BABA/VIPS/JD/PDD/3690.HK: Online retail sales growth steady in June NBS data (+)</li>
<li>700HK/SE:Tencent's FPS game "Arena Breakout" international version was launched on July 14th (+/-)</li>
<li>XPEV : Xpeng denies planning of PHEV pipelines  ( / )</li>
</ul>


BABA/VIPS/JD/PDD/3690.HK: Online retail sales growth steady in June NBS data (+)
700HK/SE:Tencent's FPS game "Arena Breakout" international version was launched on July 14th (+/-)
XPEV : Xpeng denies planning of PHEV pipelines  ( / )


China TMT Update-BABA/VIPS/JD/PDD/3690.HK/700HK/SE/XPEV-Online Retail Sales Growth；"Arena Breakout"；

<ul>
<li>In early July, Toyota announced a breakthrough in all-solid-state-battery (ASSB) delivering 745 miles per charge and &lt;10-minute charging time. </li>
<li>Currently lithium-ion battery (LIB) can reach 500 miles and 25 minutes; We, however, believe the migration of LIB to ASSB will be a continuous process. </li>
<li>ASSB is expensive to manufacture. Further, mineral reliance on China is unlikely to lessen.</li>
</ul>


In early July, Toyota announced a breakthrough in all-solid-state-battery (ASSB) delivering 745 miles per charge and &lt;10-minute charging time. 
Currently lithium-ion battery (LIB) can reach 500 miles and 25 minutes; We, however, believe the migration of LIB to ASSB will be a continuous process. 
ASSB is expensive to manufacture. Further, mineral reliance on China is unlikely to lessen.


[Blue Lotus EV Sector Update]: All Solid-State Battery Unlikely to Disrupt EV Market

<ul>
<li>Boss Zhipin: SME Development Index rebound slightly in June, and labor subindex also marginally improved, but still far below the prosperity range</li>
<li>XPEV:  Xpeng establishes partnership with Freesbe for Israel market (+)</li>
<li>BABA/PDD/1024.HK: Taobao launched a dedicated entrance to short videos (+/-/-)</li>
</ul>


Boss Zhipin: SME Development Index rebound slightly in June, and labor subindex also marginally improved, but still far below the prosperity range
XPEV:  Xpeng establishes partnership with Freesbe for Israel market (+)
BABA/PDD/1024.HK: Taobao launched a dedicated entrance to short videos (+/-/-)


China TMT Update-BZ/XPEV/BABA/PDD/1024.HK:Taobao's Short Videos/SME Development Index/XPEV in Israel

Macroeconomics

<ul>
<li>Forty to sixty percent of the world’s carbon emission takes place in buildings. Energy efficiency job is the single largest component that balances the job loss</li>
<li>In traditional energy and job gain in renewable energy. China is materially behind the US in energy efficiency; We believe inclusion of energy efficiency in the upcoming stimulus package </li>
<li>Will be a sound choice to boost employment and GDP, and our listed companies in the new energy sector shall benefit from the trend.</li>
</ul>


Forty to sixty percent of the world’s carbon emission takes place in buildings. Energy efficiency job is the single largest component that balances the job loss
In traditional energy and job gain in renewable energy. China is materially behind the US in energy efficiency; We believe inclusion of energy efficiency in the upcoming stimulus package 
Will be a sound choice to boost employment and GDP, and our listed companies in the new energy sector shall benefit from the trend.


[Blue Lotus Macro]: A Job-Creating Stimulus that Also Saves the Real Estate

China

XPeng Inc. designs, produces, and distributes electric vehicles. The Company designs, develops, manufactures and markets smart smart electric vehicles, as well as finance, parts, and maintenance services. XPeng serves customers in China.

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XPeng (XPEV US)

China TMT Update-PDD/BABA/CPNG/SE/BEKE/1211HK/TSLA/XPEV/LI/NIO-Temu Launches in South Korea

PDD/BABA/CPNG/SE: Temu launches in South Korea;BEKE: Comments on the rumors of and loosening home purchase restrictions;1211HK/TSLA/XPEV/LI/NIO:...

Blue Lotus Research Institute

China TMT Update-BABA/VIPS/JD/PDD/3690.HK/700HK/SE/XPEV-Online Retail Sales Growth；"Arena Breakout"；

BABA/VIPS/JD/PDD/3690.HK: Online retail sales growth steady in June NBS data (+)/700HK/SE:Tencent's FPS game "Arena Breakout" international version...

Blue Lotus Research Institute

[Blue Lotus EV Sector Update]: All Solid-State Battery Unlikely to Disrupt EV Market

We, however, believe the migration of LIB to ASSB will be a continuous process. ASSB is expensive to manufacture. Further, mineral reliance on...

Blue Lotus Research Institute

China TMT Update-BZ/XPEV/BABA/PDD/1024.HK:Taobao's Short Videos/SME Development Index/XPEV in Israel

Boss Zhipin: SME Development Index rebound slightly in June;XPEV: Xpeng establishes partnership with Freesbe for Israel market (+);BABA/PDD...

Blue Lotus Research Institute

[Blue Lotus Macro]: A Job-Creating Stimulus that Also Saves the Real Estate

We believe inclusion of energy efficiency in the upcoming stimulus package will be a sound choice to boost employment and GDP, listed companies in...

Blue Lotus Research Institute

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52-week Range

Market Cap (USDm)

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