Weak 2H22 as expected; IoT／auto CCM poised to drive recovery in 2023
电子行业-4Q17台积电营运点评及供应链分析：预计1H18智能手机暂不乐观,2018年靠HPC/IOT/Auto成长
China Auto Sector: Jul leading indicators: NEV new orders rose MoM
China Auto Sector – May NEV likely to hit second highest in history
China Auto Sector – All-time high sales for Li Auto, BYD, Aion, Leap
Auto: Chinese brands’ 2Q earnings could be resilient
Auto:Leading indicators show Jun MoM sales growth
China Auto Sector: Nov leading indicators’ slower MoM growth partially reflected in mild Nov NEV sales
China Auto Sector – Jun leading indicators： NIO weaker than expected
Auto: Leading indicators, policy imply a strong May
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