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>LI US:Li Auto's second quarter revenue and profit exceeded expectations, and L6's unit price and gross profit were better than expected. (/)</li>
<li>1810 HK/1211 HK/ LI US/XPEV US/NIO US:Week 34 of 2024: New energy vehicles grow healthily,BYD hit a new high, AITO rebounded, Xiaomi continued to fall back.(/////////)</li>
<li>NIO US/XPEV US/ LI US: AITO M5 caught fire, positive for LI.(/////)</li>
</ul>


LI US:Li Auto's second quarter revenue and profit exceeded expectations, and L6's unit price and gross profit were better than expected. (/)
1810 HK/1211 HK/ LI US/XPEV US/NIO US:Week 34 of 2024: New energy vehicles grow healthily,BYD hit a new high, AITO rebounded, Xiaomi continued to fall back.(/////////)
NIO US/XPEV US/ LI US: AITO M5 caught fire, positive for LI.(/////)


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