r/ChinaStocks

I’m looking at Mixue from an investor’s point of view, but I’m outside China, so I’d love to hear from people who actually live there or know the market well.

Mixue has grown insanely fast, with around 50,000 stores, most of them in China. Their supply chain seems very strong, and their low-price strategy clearly works.

But I have some doubts about whether the growth is sustainable.

From what I understand, a lot of Mixue’s revenue comes from selling ingredients and supplies to franchisees. So even if some franchisees don’t make much profit, Mixue can still make money from supplying them. That makes me wonder whether the business is more attractive for the company than for individual store owners.

I’ve also heard that their international expansion has had some issues in places like Vietnam, Thailand, and Indonesia, though I’m not sure how true that is.

As a consumer, I understand why people like the low prices, but the taste feels a bit artificial to me, and there seem to be Mixue stores everywhere. For franchisees, it looks like they have to compete not only with local brands and other chains, but also with other nearby Mixue stores.

So I’m curious: how do people in China actually view Mixue? Is it still popular and growing, or is the market starting to feel saturated? And do franchisees generally make decent money from it?

Greetings 🤠🍋

My Alibaba earnings review is out now! For context this is my personal Substack where I have tracked my portfolio for the past 3 years. BABA is currently a ~50% position.

All feedback is welcomed. Enjoy the free preview.

Lemon out

Several China EV sales stats published today !

NIO in top 10 EV Makers in April , top 8 year to date

ES 8 top selling large SUV, 5 months in a row

But many probably missed the real stats which is more significant;

1. for TOP SELLERS such as BYD , Geely, TSLA , sales are down YoY… Xpeng also down YoY for the first 4 months

2. other luxury brand EV’s such as LI auto , Huawei’s HIMA alliance , XIOMI are almost stagnant

3. the top sellers are not BEV only ; they sell hybrids as well. China’s EV sales hit 61 % of all cars sales in April and the largest increase in sales are in pure battery EV’s..

4. NIO sales increase is mostly in the expensive high margin NIO main brand

Bottom line ; pure BEV is the future and in luxury segment NIO rules and soon to be the top seller

With some of the world’s biggest CEOs making major moves lately, alongside Elon continuing to stay close to global political and business discussions involving the U.S. and China, how much influence large companies and their leadership can have on the stock market overall.

Stocks like NVDA, TSLA, and AAPL continue showing strong positioning, especially as discussions around chip manufacturing and supply chains returning more toward the U.S. could create long-term benefits for companies like NVIDIA if developments remain positive.

I’ve been considering adding some of these stocks on Bitget, but what still confuses me can these companies draw back or can remain strong long-term holdings for traders?

As a trader, what could be the real focus of stocks? And what stocks can trader hold long term in this market?

NIO Inc. to Report Unaudited First Quarter 2026 Financial Results on Thursday, May 21, 2026 | NIO Inc.

https://preview.redd.it/ukoi8apilszg1.png?width=5120&format=png&auto=webp&s=faa151f8efecdbecdf600cd0fe25f218e768545d

Beware of this pumped junk. 40M shares at $0.25/share.

The stock is beyond overpriced after stock split.

Could crash anytime.

Republic Power Group Limited (the “Company”, “RPGL”, “we”, “us” or “our”) is selling, pursuant to this prospectus, our Class A ordinary shares, par value $0.0125 per share (“Class A Ordinary Shares”) in a best-efforts offering for gross proceeds up to $10,000,000 at the offering price of $0.25 per share. 

End-of-week dump risk priced in.

If you hold shares, tread carefully.

xoxo.