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 Transportation Sector Update]: German Cars’ EV Push Belies Issue of Standardization

[Blue Lotus Sector Update]: Chinese Renewable Energy Comes to Crossroads

[Blue Lotus Sector Update]: Time to Buy China Internet and Consumer Names

[Blue Lotus Sector Update]: Investors Tolerate Amazon, Why Not China New Energy?

[Blue Lotus Sector Update]: Is There a Good Capacity War from China?

China TMT Update-XPEV/NVIDIA/BEKE/ATAT-Xpeng ADAS Head to Join Nvidia/Surge of Hotel ADR

China/Asia TMT

Shawn Yang

Thematic (Sector/Industry)

China Energy / Thematic (Sector/Industry)

<ul>
<li>The biggest debate in solar PV technology today is the rapid adoption of N-type solar cells (TopCon), championed by Jinko, vs. the cautious approach... </li>
<li>To prolong the life cycle of the current P-type solar cell (PERC), purposely represented by LONGi; We believe this division is misleading.</li>
<li>LONGi’s strategy is far from simply squeeze out the last penny of PERC. We believe it represents a new thinking trying to set LONGi apart of the old investment logic.</li>
</ul>


The biggest debate in solar PV technology today is the rapid adoption of N-type solar cells (TopCon), championed by Jinko, vs. the cautious approach... 
To prolong the life cycle of the current P-type solar cell (PERC), purposely represented by LONGi; We believe this division is misleading.
LONGi’s strategy is far from simply squeeze out the last penny of PERC. We believe it represents a new thinking trying to set LONGi apart of the old investment logic.


LONGi Green Energy Technology (601012 CH)

Hainan Drinda Automotive Trim (002865 CH)

[Blue Lotus Sector Update]: In Solar PV Winners Go to One Who Count the Pennies