Auto: Leading indicators, policy imply a strong May
China Auto Sector – Jan NEV likely in line or slightly miss; Li Auto beat
Auto: Discounts continue to widen despite some OEMs’ intention to exit price war
Theme Trades Analyst Top Pick Introducing An Auto Drop Fea...pdf
China Technology–Global fabless/IDM 3Q23 wrap: PC/SP recovery, auto/ industrial mixed; Eye on Edge AI as new growth driver
China Auto Sector–Sep discounts widened again
China Auto Sector: Jul leading indicators: NEV new orders rose MoM
China Auto Sector: Nov leading indicators’ slower MoM growth partially reflected in mild Nov NEV sales
【Company Research】China Auto Sector–Jul NEV: All-time high sales for seven brands
Auto: Chinese brands’ 2Q earnings could be resilient