How to invest in China’s EV sector: the listed carmakers, battery makers and materials suppliers, the ADR, Hong Kong and A-share routes, and the main risks.
6 Rare Earth Magnet Stocks Building Supply Chains Outside China
6 publicly traded companies making NdFeB magnets and magnet alloy outside China, compared by supply chain role, status and next milestone.
Londian Wason IPO Preview: Copper Foil Supplier to CATL and LG Heads for NYSE
Londian Wason (FOIL), the self-described top lithium-battery copper foil supplier by 2025 volume, plans a $75 million NYSE IPO at a valuation of up to $1.7 billion.
ITC Blocks Graphite Tariffs on Chinese Imports, Hitting Syrah and Novonix
The US ITC ruled against imposing antidumping and countervailing duties on Chinese graphite imports, reversing a February Commerce Department finding. Syrah fell 29% on the news.
MP Materials Surges as Trump Threatens China Tariffs Over Rare Earth Controls
MP Materials Surges as Trump Threatens China Tariffs Over Rare Earth Controls. Stock jumps 8.4% while broader market tumbles on escalating trade tensions.
Sungrow Hong Kong IPO Preview: World’s Largest Inverter Maker Eyes Dual Listing
IPO preview of Sungrow’s Hong Kong dual-listing. The world’s #1 inverter maker eyes HKEX main board as energy storage revenues surge 128% and overseas sales overtake China.
IPO Preview: Chinese Premium EV Brand Zeekr
A look at premium EV brand Zeekr’s upcoming IPO, including a company overview, sources of revenue, and key models.