Consumer Discretionary(IN20349.HK)

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Consumer Discretionary
IN20349.HK
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Li Auto still grapples with battery supply constraints 4 months after i6 SUV launch

Li Auto is facing delays in delivering its Li i6 SUV due to battery supply constraints, four months post-launch. The company has informed some order holders of a 4-6 week wait and is encouraging them to switch to versions with Sunwoda batteries for quicker delivery. Customers opting for Sunwoda will receive a 2-year battery warranty extension, while those choosing other models can get a RMB 10,000 cash subsidy. Despite a record delivery of 15,994 units last month, concerns over Sunwoda's battery quality have affected consumer confidence.

CnEVPost·
SH
516380
-0.49%
US
DRIV
+0.21%
SH
515030
-1.74%
CnEVPost·
SH
516380
-0.49%
US
DRIV
+0.21%
SH
515030
-1.74%

JD.com JiaBao launches a seven-day site-wide 20% off promotion

JD.com announced that in celebration of the Lunar New Year, its JD JiaBao food supermarket will hold a storewide 20% discount promotion from January 28 to February 3, which is expected to be the largest discount event before the Lunar New Year. In addition, JD JiaBao will launch a "Seven Fresh Experience Week" from February 6 to 12, offering tasting experiences of its own brand star products at 10 designated stores

AASTOCKS·
US
IBUY
-1.55%
US
JD
-0.92%
US
KJD
-2.08%
AASTOCKS·
US
IBUY
-1.55%
US
JD
-0.92%
US
KJD
-2.08%

Guotai Haitong Reaffirms Their Buy Rating on TCL Electronics Holdings (TCLHF)

Guotai Haitong has reaffirmed a Buy rating on TCL Electronics Holdings (TCLHF) with a price target of HK$15.82. Additionally, TipRanks also issued a Buy rating for TCL Electronics Holdings, while TipRanks – DeepSeek maintained a Hold rating on the same stock.

Tip Ranks·
HK
01070
-2.99%
Tip Ranks·
HK
01070
-2.99%

Alibaba to merge with China's Zelos on $2 billion robovan business, WSJ reports

Jan 29 (Reuters) - Alibaba's ( BABA ) logistics arm plans to ‌merge ​its autonomous-driving ‍unit Cainiao ⁠with ⁠China's Zelos Technology, ‌forming ​a new entity ⁠valued ‍at ​approximately $2 billion, the Wall ‍Street Journal reported on Thursday, ​citing sources ‍familiar with ​the matter. Reuters could not immediately verify the ​report. (Reporting by Ananya Palyekar ‍in Bengaluru)

fidelity·
HK
00241
-2.78%
US
KBAB
+3.34%
fidelity·
HK
00241
-2.78%
US
KBAB
+3.34%

In "The Big Banks," Citigroup: MINTH is likely to benefit from Germany's electric vehicle subsidies, raising the target price to 43 yuan

The Lyon report pointed out that Germany's introduction of electric vehicle subsidies will become a business catalyst for MINTH, with the target price raised to 43 yuan. It is expected that the gross margin of aluminum products will receive a buffer due to new orders and leverage effects, with all three core markets experiencing comprehensive growth. Although the net profit forecast has been lowered by 0.8%, due to an optimistic market outlook, the target price-to-earnings ratio has been raised from 11.5 times to 14 times, maintaining an "outperform the market" rating

AASTOCKS·
AASTOCKS·
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Alibaba Cloud's new service integration is smart. But the cloud market is brutally competitive globally

EDU Q2 FY26 First Take: Results beat, led by a better‑than‑feared study‑abroad segment. The company also raised its FY26 revenue guide.

Test‑prep grew 4%. Consulting was undisclosed but likely softer, ...

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