[Blue Lotus Daily]:XPEV US/1810 HK/LI US/NIO US/Macro
XPEV's X9 receives 7,500 orders in 7 days post-launch, YU7 set to launch in June-July 2025, Shanghai boosts support for catering businesses.
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[Blue Lotus Daily]:300750 SZ/1211 HK/ATAT US/NIO US
CATL surpasses BYD in fast charging with 2nd generation Shenxing LFP battery. Hotel RevPAR decline narrows slightly. ONVO L90 from NIO appears in...
210 Views
[BYD Company (1211 HK, BUY, TP HK$400) TP Change]: Better than Expected ASP Is the Positive Surprise
BYD's strong Q1 performance driven by improved product mix and potential China-EU deal on EV market access; TP raised to HK$400.
332 Views
[Atour Lifestyle (ATAT US, BUY, TP US$37) Review]: Higher-Quality Growth Extending into 2025
Atour beats revenue estimates, expects decline in 2025 RevPAR to be temporary due to supply chain improvements and government support. TP remains...
244 Views
[Miniso Group (MNSO US, SELL, TP US$16) TP Change]: C4Q24 Review: Downside Not yet Fully Priced In
MNSO reports lower revenue and EBIT than expected, concerns over growth quality, slow SSSG and overseas investment not fully reflected in stock...
287 Views