In today’s briefing:
- [Blue Lotus Daily]: LKNCY/MNSO/300750 CH/1211 HK
- [Blue Lotus Daily – TMT Update]:TCOM/1024 HK/3690 HK/780 HK/PDD/ZTO/1519 HK/SHEIN/AMZN/SE/CPNG/MELI
[Blue Lotus Daily]: LKNCY/MNSO/300750 CH/1211 HK
- LKNCY: Luckin Coffee will launch Moutai flavored chocolate milk on next Monday, purposing at destocking(+)
- MNSO: Takeaways from Miniso Investor Day, “IP” is the key term(+)
- 300750 CH: CATL’s Shenxing Long Life took marke share from SVOLT to win NETA L series of Hozon(+)
[Blue Lotus Daily – TMT Update]:TCOM/1024 HK/3690 HK/780 HK/PDD/ZTO/1519 HK/SHEIN/AMZN/SE/CPNG/MELI
- TCOM/1024 HK/3690 HK/780 HK: Ctrip cooperate with Kuaishou to promote traveling products(+/+/-/-)
- PDD/ZTO/1519 HK: PDD partners with ZTO and J&T for upcoming “Open during Spring Festival” event (+/+/+)
- PDD/ SHEIN/ AMZN/ SE/ CPNG/ MELI: Temu planning to add 3P model (+/-)
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