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

Auto: Stable discounts imply resilient 3Q earnings

China Auto Sector–Sep discounts widened again

Auto: Discounts continue to widen despite some OEMs’ intention to exit price war

–Resilient 3Q23 despite macro headwinds; Positive outlook for auto and comm. business

【Company Research】China Auto Sector–Jul NEV： All-time high sales for seven brands

Auto: Leading indicators, policy imply a strong May

Rewiring the Auto Industry for the Electric, Connected Future

China Auto Sector – Jan NEV likely in line or slightly miss; Li Auto beat

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

Theme Trades Analyst Top Pick Introducing An Auto Drop Fea...pdf