【招银国际】China Auto Sector: All-time high sales for Li Auto, BYD, Aion, Leap.pdf

电子行业-4Q17台积电营运点评及供应链分析：预计1H18智能手机暂不乐观,2018年靠HPC/IOT/Auto成长

策略：H股；百度：O2O野心； GCL / Prada / Autos; CKI / PAH合并

NDR takeaways：a bumpy 1H23 ahead; Auto／VR／ AR business to drive long-term growth

Semi–China CIS sector–Solid auto CIS growth offset by weak mobile CIS demand

信贷资产证券化2023年度展望：信贷资产证券化发行需求回落，产品构成以Auto ABS和NPL为主；疫情影响零售资产拖欠率和早偿率，但整体风险可控，继续关注防疫政策优化调整后资产的信用表现

How 5G Is Driving the Auto Industry Forward

China Auto Sector: Jul discount: Chinese narrowed, foreign widened

China Auto Sector–Strong 4Q23 sales mixed with rising competition

Li Auto Inc. (LI US) 4Q22E net profit likely to turn positive

Auto: Stable discounts imply resilient 3Q earnings