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
China Auto Sector–Aug discounts widened slightly MoM
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