Sign in with Google
bullish
[Blue Lotus China New Consumer Weekly, 8/52] Existing Home Recovers First Post CNY
302 Views23 Feb 2025 12:00
SUMMARY
- A translated article shows why Chinese are refrained from buying new homes but not so on buying existing homes. The Chinese link is here. English here by Qwen;
- XPeng, Xiaomi, Zeekr and BYD recovered above the line post CNY in EV delivery, LI, Tesla, LEAP and Luxeed in line, AITO, Deepal and NIO are below the line;
- CATL's JV with Didi is a serious threat to NIO.
Related Insights
More »Loading
Trending Collections
More »Trending Insights
More »Loading
Top Unpaywalled Insights
More »Loading
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
Top Quartile
Blue Lotus Research Institute
China growth and global non-US Internet equities
- Surprise! The Biggest Beneficiary of Cloud DeepSeek Is Tencent...Will Manus Be the Same?06 Mar 2025
- [Blue Lotus China New Consumer Weekly, 9/52] New Home Sales Also Turned Positive YoY03 Mar 2025
- [Blue Lotus Non-US Internet Weekly, 9/52]: DeepSeek (DS) New Research Paper Showed 85% Profit Margin03 Mar 2025
- [Blue Lotus China New Consumer Weekly, 8/52] Existing Home Recovers First Post CNY23 Feb 2025
- [Blue Lotus Non-US Internet Weekly, 7/52]: Xi's Meeting with Ma Went Way Beyond Just Reconciliation18 Feb 2025
- [Blue Lotus China New Consumer Weekly, 6/52] Express Delivery Showed Social Gift Took off During CNY10 Feb 2025
- [Blue Lotus China New Consumer Weekly, 4/52] Luckin Coffee's Overseas Expansion Is Worth Waiting For27 Jan 2025
x