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

MD, Blue Lotus Research Institute

Gu Jun, CFA

Equity Bottom-Up

On February 13th, the Chinese ministry of finance issued "on the adjustment to the subsidy policy of new energy automobile application”, which confirms the new subsidy policy for 2018. The new subsidy policy raises the technical standards of subsidy, and refines the technical requirements of the range, battery energy density and energy consumption level. The new policy shall be implemented from Feb 12, 2018, and there will be a transitional period before June 11, 2018. During the transition…

On February 13th, the Chinese ministry of finance issued "on the adjustment to the subsidy policy of new energy automobile application”, which confirms the new subsidy policy for 2018. The new subsidy policy raises the technical standards of subsidy, and refines the technical requirements of the range, battery energy density and energy consumption level. The new policy shall be implemented from Feb 12, 2018, and there will be a transitional period before June 11, 2018. During the transition…

Changan Minsheng Apll Logistics (1292 HK)

New Subsidy Policy of New Energy Vehicles in 2018, Which Companies Will Benefit or Lose?

BYD

New Subsidy Policy of New Energy Vehicles in 2018, Which Companies Will Benefit or Lose?