bullish

[Blue Lotus Daily]:300750 SZ/1211 HK/XPEV US/NIO US/1810 HK/LI US

193 Views12 Jun 2024 16:32
​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.
What is covered in the Full Insight:
  • US lawmakers' call for CATL and Gotion battery ban.
  • High pre-orders for BYD's DM-5 equipped models.
  • Li Auto's successful electric vehicle deliveries in 23rd week of 2024.
  • Fall in deliveries from major electric vehicle companies.
  • Potential sales challenges for Xpeng and NIO due to competition.
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Blue Lotus Research Institute
China growth and global non-US Internet equities
Hong KongInformation Technology & Consumer DiscretionaryEquity Bottom-UpThematic (Sector/Industry)
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