【招银国际】Auto: Leading indicators, policy imply a strong May.pdf

Semi–China CIS sector–Solid auto CIS growth offset by weak mobile CIS demand

China Auto Sector: All-time high sales for Li Auto, BYD, Aion, Leap

–NDR takeaways： Android recovery, auto／energy storage and Jabil mobility’s synergies

策略：H股；百度：O2O野心； GCL / Prada / Autos; CKI / PAH合并

China Auto Sector–Oct discounts widened after 3Q23 earnings beat

VinFast Auto Ltd美股招股说明书(2025-01-13版)

China Auto Sector: Strong June provides more confidence for 2H23

Rewiring the Auto Industry for the Electric, Connected Future

China Auto Sector: Jul discount: Chinese narrowed, foreign widened

–Resilient 3Q23 despite macro headwinds; Positive outlook for auto and comm. business