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

Auto: Sep NEV leading indicators set the tone for 4Q

China Auto Sector2024 Outlook： Competition pushes technological advancement, overseas expansion

China Auto Sector–Oct discounts widened after 3Q23 earnings beat

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

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

China Auto Sector: All-time high sales for Li Auto, BYD, Aion, Leap

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

–NDR takeaways： Android recovery, auto／energy storage and Jabil mobility’s synergies

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

China Auto Sector – Can possible strong Jun sales extend into 2H23？