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Ming Lu

Ming Lu
Overseas Chinese Equities
Aequitas Research

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China Information Technology Equity Bottom-Up Thematic (Sector/Industry)
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23 Dec 2024 11:23

China Consumption Weekly (16 Dec 2024): Alibaba, Meituan, Mixue, Green Tea

Alibaba sells Intime Department Store to Youngor. Meituan shortens delivery workers’ working hours due to sudden death cases. Mixue, the price...

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bullishBaidu
16 Dec 2024 10:04

China Consumption Weekly (16 Dec 2024): NEV Industry Nov., Baidu, Hisense, Boss Zhipin,

NEV retail volume increased by 51% YoY in November. Jiyue Auto, as a subsidiary of Baidu, is dismissing employees. Hisense, a home appliance...

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bullishKE Holdings
16 Dec 2024 10:03

KE (BEKE): New Home Decline Narrowed, The Top Agent Needed by Landlords and Developers

The declining of new home sales was narrowed in the past ten months. New home, rental, and furnishing businesses grew strongly in 3Q24. We believe...

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bullishGeely Auto
10 Dec 2024 10:50

Geely (175 HK): Turning from PHEV to BEV

Geely’s deliveries grew by 27% YoY in November 2024. BEV delivery growth rate accelerated to 173% YoY in November from 26% YoY in July. Geely’s...

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bullishBYD
09 Dec 2024 10:54

China Consumption Weekly (9 Dec 2024): BYD, Geely, Li Auto, Seres, Xiaomi, Arawana

BYD’s deliveries grew by 68% YoY in November 2024,. In November, Seres sales volume increased by 27% YoY with NEV up by 55% YoY. Arawana finished...

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