【招银国际】China Auto Sector–Oct discounts widened after 3Q23 earnings beat.pdf

Auto: Chinese brands’ 2Q earnings could be resilient

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–Aug discounts widened slightly MoM

China Auto Sector – Jan NEV likely in line or slightly miss; Li Auto beat

China Technology–Global fabless／IDM 3Q23 wrap： PC／SP recovery, auto／ industrial mixed; Eye on Edge AI as new growth driver

China Auto Sector – May NEV likely to hit second highest in history

mckinsey-china-auto-consumer-insights-2019

Auto:Leading indicators show Jun MoM sales growth

2024年第三季度Auto ABS市场概况

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