【华泰证券】中高频经济数据观察：Sell in May利率存在超调风险.pdf

–Sequential margin contraction indicates inventory digestions may persist till FY23E

China Economy–Deflation may gradually alleviate after credit loosening

China’s Economy：Fiscal Expansion Shall Continue rather than Stop– Comment on May Fiscal Data

–Proactive competitive strategy may weigh on nearterm margin but benefit LT growth

Accenture-ALIP-Overview-May-2021

China Auto Sector – May NEV likely to hit second highest in history

May NEV retail share to hit 45%; NIO beat

China Pharmaceutical & Healthcare:Supportive policies to TCM, VBP may be short-term pain

May NEV likely to hit second highest in history

Automotive Industry Trends May 2024