Rewiring the Auto Industry for the Electric, Connected Future
China Auto Sector: Jul discount: Chinese narrowed, foreign widened
地方政府债与城投行业监测周报2022年第9期:次级档研究之银行间市场Auto ABS产品
China Auto Sector–Strong 4Q23 sales mixed with rising competition
FY22 largely in-line; Auto/VR to accelerate growth
–Resilient 3Q23 despite macro headwinds; Positive outlook for auto and comm. business
China Auto Sector: All-time high sales for Li Auto, BYD, Aion, Leap
China Auto Sector – When will discounts peak after rising for 8 months
–Recent correction overdone; Accumulate for Apple’s share gain and auto/comm. momentum
Li Auto Inc. (LI US) 4Q22E net profit likely to turn positive