策略:H股;百度:O2O野心; GCL / Prada / Autos; CKI / PAH合并
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
Semi–China CIS sector–Solid auto CIS growth offset by weak mobile CIS demand
China Auto SectorNov leading indicators’slower MoM growth partially reflected in mild Nov NEV sales
China Auto Sector: Jul discount: Chinese narrowed, foreign widened
China Auto Sector–Oct discounts widened after 3Q23 earnings beat
China Auto Sector – Can possible strong Jun sales extend into 2H23?
Rewiring the Auto Industry for the Electric, Connected Future
China Auto Sector–Strong 4Q23 sales mixed with rising competition