Strategic Opportunities in Supply Chains and Semiconductors

Profitability, Huawei Partnership, and EV Market Dominance

Seres Group (601127.SS) has emerged as a standout player in China’s New Energy Vehicle (NEV) sector, driven by a combination of strategic partnerships, operational efficiency, and product innovation. The company’s H1 2025 net profit surged by 81.0% year-over-year, far exceeding its own forecasted range of 66.2–97.0% growth [1]. This performance, coupled with a 489.58% year-on-year…

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