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

Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

Thematic (Sector/Industry)

China Diversified consumer services / Thematic (Sector/Industry)

<ul>
<li>300750 SZ: CATL’s result in 4Q23 showed clear impact of price war (/)</li>
<li>NIO: Huawei AITO M9 ranks first in weekly sales among SUVs above Rmb500K(/)</li>
<li>BGNE: BeiGene’s Tislelizumab approved by FDA for esophageal squamous cancer, but with little revenue potential (/)</li>
</ul>


300750 SZ: CATL’s result in 4Q23 showed clear impact of price war (/)
NIO: Huawei AITO M9 ranks first in weekly sales among SUVs above Rmb500K(/)
BGNE: BeiGene’s Tislelizumab approved by FDA for esophageal squamous cancer, but with little revenue potential (/)


Contemporary Amperex Technology (CATL) (300750 CH)

[Blue Lotus Daily]：300750 SZ/NIO/BGNE/1810 HK