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>BGNE: BeiGene's Brukinsa received fifth indication from FDA but might be the last driver (+)</li>
<li>LI/XPEV: Li MEGA delivered 413 units in three days after its launch, in line with our predictions, better than market predictions(/)</li>
<li>300750 CH：Samsung SDI announces production of large cylindrical batteries in 2025 and mass production of solid-state batteries in 2027（-）</li>
</ul>


BGNE: BeiGene's Brukinsa received fifth indication from FDA but might be the last driver (+)
LI/XPEV: Li MEGA delivered 413 units in three days after its launch, in line with our predictions, better than market predictions(/)
300750 CH：Samsung SDI announces production of large cylindrical batteries in 2025 and mass production of solid-state batteries in 2027（-）


Contemporary Amperex Technology (CATL) (300750 CH)

[Blue Lotus Daily]：BGNE/LI/XPEV/300750 CH