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)

United states Diversified consumer services / Thematic (Sector/Industry)

<ul>
<li>XPEV: XPeng G9 gaining traction in its launch in Europ (+)</li>
<li>1211.HK/3931.HK: 9 Power Battery Companies exited the market in 2023 (+)</li>
<li>JD/1810.HK/981.HK: Huawei new smartphones cases listed, prelude to new handset launch (-/+/+)</li>
</ul>


XPEV: XPeng G9 gaining traction in its launch in Europ (+)
1211.HK/3931.HK: 9 Power Battery Companies exited the market in 2023 (+)
JD/1810.HK/981.HK: Huawei new smartphones cases listed, prelude to new handset launch (-/+/+)


Semiconductor Manufacturing International Corp (SMIC) (981 HK)

Semiconductor Manufacturing International Corp (SMIC)

[Blue Lotus Daily]: XPEV/1211.HK/3931.HK/LI/JD/1810.HK