China Auto Sector2024 Outlook: Competition pushes technological advancement, overseas expansion
Semi–China CIS sector–Solid auto CIS growth offset by weak mobile CIS demand
7M24 Monthly: Life momentum kept strong;P&C edged up by auto & non-auto rebounds
China Auto Sector–Oct discounts widened after 3Q23 earnings beat
China Auto SectorNov leading indicators’slower MoM growth partially reflected in mild Nov NEV sales
China Auto Sector: Jul discount: Chinese narrowed, foreign widened
信贷资产证券化2024年度展望:Auto ABS产品仍为发行主力,NPL发行单数创新高;信贷ABS市场认可度有所提高,各类产品发行利率持续收窄;零售资产拖欠率及违约率均呈现不同幅度上扬,资产表现仍需关注
策略:H股;百度:O2O野心; GCL / Prada / Autos; CKI / PAH合并
–NDR takeaways: Android recovery, auto/energy storage and Jabil mobility’s synergies
China Auto Sector: All-time high sales for Li Auto, BYD, Aion, Leap