China Technology–Global fabless/IDM 3Q23 wrap: PC/SP recovery, auto/ industrial mixed; Eye on Edge AI as new growth driver
China Auto Sector: All-time high sales for Li Auto, BYD, Aion, Leap
–Resilient 3Q23 despite macro headwinds; Positive outlook for auto and comm. business
China Auto Sector – When will discounts peak after rising for 8 months
Auto: Stable discounts imply resilient 3Q earnings
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China Auto Sector–Strong 4Q23 sales mixed with rising competition
Li Auto Inc. (LI US) 4Q22E net profit likely to turn positive
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–Sep leading indicators: Tesla new orders fell