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

Pdd/3690.hk/700.hk/1877HK/BGNE：PDD Enters Local Life Services Business

China/Asia TMT Update(Mar.14): PDD/CPNG/BILI/ZTO - Logistics Companies Increased Prices;

China TMT Update(Mar.16): BABA/JD/PDD/VIPS/TikTok - PDD Reveals Ambitious Goal in Temu Conference

China TMT Update(Feb.28):  700HK/SE/NTES/XPEV/9995HK - BYD Cut Prices for the Older Models

China TMT Update(Mar.9):ATAT /BILI/1024.HK/Douyin/(2821.SZ/6821.HK)/(1177.HK/SBHMY)

China TMT Update(Mar.8): 9926HK,ZLAB,3690HK: Meituan Closure of Self-Operated Taxi Business (+)

China/Asia TMT

Shawn Yang

Thematic (Sector/Industry)

<ul>
<li>9926HK：Akeso and China's 2nd largest pharmaceutical distributor signed collaborative R&amp;D agreement（+）</li>
<li>XPEV: Xpeng to officially unveils facelift of P7 on Friday (+)</li>
<li>981.HK/1347.HK/ACMR: Netherlands announces intention to ban only “state-of-the-art” ASML DUV tools (+/+/+)</li>
</ul>


9926HK：Akeso and China's 2nd largest pharmaceutical distributor signed collaborative R&amp;D agreement（+）
XPEV: Xpeng to officially unveils facelift of P7 on Friday (+)
981.HK/1347.HK/ACMR: Netherlands announces intention to ban only “state-of-the-art” ASML DUV tools (+/+/+)


Semiconductor Manufacturing International Corp (SMIC) (981 HK)

Semiconductor Manufacturing International Corp (SMIC)

China TMT Update(Mar.10): 9926hk/XPEV/981.HK/1347.HK/ACMR: Xpeng to Unveils Facelift of P7 (+)