【招银国际】China Auto Sector–Aug discounts widened slightly MoM.pdf

China Auto Sector: Jul discount: Chinese narrowed, foreign widened

Auto: Will “Golden Sep” reoccur after a peaceful Aug?

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

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

China Auto SectorNov leading indicators’slower MoM growth partially reflected in mild Nov NEV sales

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

电气设备行业跟踪点评：大众发布NEW AUTO战略，坚定实现电气化、数字化转型

信贷资产证券化2024年度展望：Auto ABS产品仍为发行主力，NPL发行单数创新高；信贷ABS市场认可度有所提高，各类产品发行利率持续收窄；零售资产拖欠率及违约率均呈现不同幅度上扬，资产表现仍需关注

7M24 Monthly: Life momentum kept strong;P&C edged up by auto & non-auto rebounds

FY22 largely in-line; Auto／VR to accelerate growth