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17 Apr 2025

Monthly Commentary
China Thematic ETFs – April 2025

Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update Solid March EV Sales: According to CPCA estimates, March NEV wholesale sales volume was 1.14mn, +37% YoY. By… By Ahn Sol, Edward Chan, Daniel Zhou, Bingyao Chan, Jeff Huang

13 Mar 2025

Monthly Commentary
China Thematic ETFs – March 2025

Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update February 25 EV sales declined sequentially on seasonality: According to CPCA estimates, February NEV retail sales volume was… By Ahn Sol, Edward Chan, Daniel Zhou, Bingyao Chan, Jeff Huang

19 Feb 2025

Monthly Commentary
China Thematic ETFs – Feb 2025

Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update January 25 EV sales declined sequentially on seasonality: According to CPCA estimates, January NEV retail sales volume was… By Ahn Sol, Edward Chan, Celia Qiu, Bingyao Chan, Jeff Huang

16 Jan 2025

Monthly Commentary
China Thematic ETFs – Jan 2025

Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update December EV sales another record high: According to CPCA estimates, December NEV wholesale volume reached another historical high… By Ahn Sol, Edward Chan, Daniel Zhou, Bingyao Chan, Jeff Huang

10 Dec 2024

Monthly Commentary
China Thematic ETFs – Dec 2024

Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update Strong November EV Sales: According to CPCA estimates, November NEV wholesale volume reached 1.46mn, +51% YoY1, as driven… By Ahn Sol, Edward Chan, Celia Qiu, Daniel Zhou, Bingyao Chan, Jeff Huang

8 Nov 2024

Monthly Commentary
China Thematic ETFs – Nov 2024

Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update Strong October EV Sales; NEV penetration reached 54%: According to CPCA estimates, October NEV wholesale volume reached 1.4mn,… By ETF Research Team

31 Oct 2024

US Presidential Election
Implications on China Market

US Presidential Election is less than one week away. Current prediction markets show higher probability for a Trump Victory (66%) and Republican Sweep (49%), yet we note that both directions… By Jeff Huang, Lizzy Liu

14 Oct 2024

Monthly Commentary
China Thematic ETFs – Oct 2024

Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update Strong September EV Sales; NEV penetration exceeded 50%: Major EV brands delivered record September Sales. BYD reported September… By Ahn Sol, Edward Chan, Celia Qiu, Daniel Zhou, Bingyao Chan, Jeff Huang

19 Sep 2024

Monthly Commentary on China Thematic ETFs – Sep 2024

Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update Strong August EV Sales; NEV penetration exceeded 50%: According to CPCA estimate, August passenger NEV wholesale volume reached… By Ahn Sol, Edward Chan, Celia Qiu, Daniel Zhou, Bingyao Chan, Jeff Huang

14 Aug 2024

Monthly Commentary on China Thematic ETFs – Aug 2024

Global X China Electric Vehicle and Battery ETF (2845 HK) Industry Update Solid July EV Sales; NEV penetration close to 50%: According to CPCA estimate, July passenger NEV wholesale volume… By Ahn Sol, Chan Tsz Wang Edward, Qiu Chuqi, Zhou Yuan, Bingyao Chan, Yimin Huang

19 Jul 2024

Monthly Commentary on Key Themes – July 2024

Global X Asia Semiconductor ETF (3119) Global X China Semiconductor ETF (3191) Industry Update Samsung to Raise Memory Price by 15-20% in Q3, boosting Second Half Performance According to a… By Ahn Sol, Edward Chan, Celia Qiu, Daniel Zhou, Bingyao Chen, Jeff Huang

19 Jun 2024

Monthly Commentary on Key Themes – June 2024

Global X Asia Semiconductor ETF (3119) Global X China Semiconductor ETF (3191) Industry Update SMIC 1Q results better than expected, China domestic foundry gradually recover: 1Q24 Rev of US$1.75bn (+4%… By Ahn Sol, Edward Chan, Celia Qiu, Daniel Zhou, Bingyao Chen, Jeff Huang, Victor Cheung

16 May 2024

Monthly Commentary on Key Themes – May 2024

Global X Asia Semiconductor ETF (3119) Global X China Semiconductor ETF (3191) Industry Update Asia supply chain to benefit from upward CAPEX revision in key US hyperscaler on stronger AI… By Ahn Sol, Edward Chan, Celia Qiu, Daniel Zhou, Bingyao Chen, Jeff Huang, Victor Cheung

19 Apr 2024

Monthly Commentary on Key Themes – April 2024

Global X Asia Semiconductor ETF (3119) Global X China Semiconductor ETF (3191)  Industry Update Asia supply chain plays a key role in Nvidia’s next-generation AI Processor: Nvidia introduced the Blackwell… By Ahn Sol, Chan Tsz Wang Edward, Qiu Chuqi, Zhou Yuan

21 Mar 2024

Monthly Commentary on Key Themes – March 2024

Global X Asia Semiconductor ETF (3119 HKD) Global X China Semiconductor ETF (3191 HKD)  Industry Update – China domestic equipment supplier ACM Research guided optimistic outlook for 2024: Management expects… By Ahn Sol, Edward Chan, Marcus Chu, Celia Qiu, Daniel Zhou, Victor Cheung

19 Feb 2024

Monthly Commentary on Key Themes – Feb 2024

Global X Hang Seng Tech ETF (2837 HKD) Industry Update Hang Seng TECH Index experienced a decline of 20.2% in January, primarily driven by weakness in the Consumer Discretionary and… By Ahn Sol, Edward Chan, Marcus Chu, Celia Qiu, Daniel Zhou, Saniel Chandrawat, Victor Cheung

26 Jan 2024

Monthly Commentary on Key Themes – Jan 2024

Global X Hang Seng TECH ETF (2837 HKD) Industry Update The key underperforming sector was communication services as China announced new regulations on the gaming industry, which prompted a broad… By Ahn Sol, Chan Tsz Wang Edward, Chu Kam Hau, Qiu Chuqi, Zhou Yuan and Cheung Tse Ming

21 Dec 2023

Monthly Commentary on Key Themes – Dec 2023

[2837] Global X Hang Seng Tech ETF The Hang Seng Tech Index recorded a 3.92% gain in November as investors became increasingly hopeful on the Fed’s interest rate cuts in… By Ahn Sol, Chan Tsz Wang Edward, Chandrawat Saniel, Chu Kam Hau, Qiu Chuqi, Zhou Yuan and Cheung Tse Ming

16 Oct 2023

Monthly Commentary on Key Themes – Oct 2023

[2837] Global X Hang Seng Tech ETF Hang Seng Tech Index recorded a 6.2% loss in September, with oil prices surging and US Treasury yields reaching a historical high. The… By Global X Research

19 Sep 2023

Monthly Commentary on Key Themes – Sept 2023

[2845/9845] Global X China EV & Battery ETF Battery production to grow in July: According to the China Automotive Battery Innovation Alliance (CABIA), China’s power battery installation reached 32.2GWh in… By Global X Research

17 Aug 2023

Monthly Commentary on Key Themes – Aug 2023

[2845/9845]  Global X China EV & Battery ETF According to the China Passenger Car Association (CPCA) data, the July China passenger car vehicle wholesale volume was 2.10mn units (-4.3% MoM/… By Global X Research

19 Jul 2023

Monthly Commentary on Key Themes – July 2023

[2845/9845] Global X China EV & Battery ETF Battery production to grow in June: China’s power battery installation reached 28.2GWh in May 2023, up 12.3% MoM and 52.1% YoY. In… By Global X Research

3 Aug 2022

China Clean Energy: H1 2022 Review

Investment Analysts, Bingyao Chen, Marcus Chu, and Saniel Chandrawat, share their review of China’s clean energy sector in H1 2022. By Bingyao Chen, Marcus Chu, Saniel Chandrawat

22 Sep 2020

Eyeing China’s Solar Cells and Modules

The Evolution of China’s Solar Cell and Module Industry   The manufacturing of solar cells is an intricate and fine business where the evolution of its equipment with technological improvement has… By Bingyao Chen, PhD

14 Jul 2020

The Next Frontier for Solar-grade Wafer

The renewable energy across the globe enters into a new phase of growth by customer demand, competitive cost, and innovation, being the primary growth driver for the solar-grade wafer market… By Bingyao Chen, PhD

17 Apr 2020

How Serious Are The Threats From Climate Change?

Climate change is reshaping the energy industry The green electricity market is expanding The transport industry is ‘decarbonizing’ Conservation is vital to solving the climate puzzle Hydrogen and biofuels will… By Mirae Asset Asia Pacific Research

16 Apr 2020

Guangdong to Close Coal Power Plants

China Clean Energy ETF: Guangdong province’s aggressive plan to shut down coal power plants Guangdong province issued the draft guidelines of the 2018-2020 Three-year Action Plan for Wining the Blue-Sky… By Mirae Asset Asia Pacific Research

20 Mar 2020

Wind Turbines Ride the Wave of Chinese Renewable Energy

In recent years, there has been a global shift towards an eco-friendly lifestyle. Wind energy has been gaining popularity and competitiveness. At the end of 2018, China’s total power capacity… By Mirae Asset Asia Pacific Research

16 Jan 2023

China Clean Energy | Sector Update

China solar companies have been a key beneficiary given their dominant role in the solar products supply chain. Demand for wind power is also strong with China’s new orders hitting ...

16 Nov 2020

The Next Frontier for Solar-grade Wafer

   Q1: What was happening in solar upstream in the last decade? Solar upstream consists of solar-grade polysilicon and wafer. Mass-production of solar-grade polysilicon started in early 2000s when ...

6 Nov 2020

Solar Grid Parity

   Q1: When will solar grid parity be achieved? It was very astonishing to see the world’s lowest tariff for a solar power plant in the United Arab Emirates ...

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