策略:H股;百度:O2O野心; GCL / Prada / Autos; CKI / PAH合并
China Insurance–9M23 CN Insurers Monthly:Life growth narrowed in line; P&C growth diverged in auto & non-auto
China Auto Sector – Strong June provides more confidence for 2H23
3Q CoR miss dragged by non-auto claims
insightsinto-chinas-dynamic-auto-market-an-interview-with-hubertus-troska
China Auto Sector – Inventory risk could lead to a bumpy recovery
China Auto Sector: Strong June provides more confidence for 2H23
China Auto Sector: More NEV model rollouts as a positive catalyst
信贷资产证券化2023年半年度运营报告:Auto ABS产品仍为信贷ABS产品发行主力,NPL发行频次持续增长;零售资产拖欠率及违约率均呈现不同幅度上升,早偿率达到短期内最高点
Auto: Sep NEV leading indicators set the tone for 4Q