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

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

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

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

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

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

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

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

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

Rewiring the Auto Industry for the Electric, Connected Future