China Heavy-duty Truck: Expansion of gas/diesel price spread likely to boost natural gas HDT sales in the near term
–Likely to be resilient and outperform in 2H23E
4Q22E net profit likely to turn positive
–Homegrown brands likely to narrow loss in 2H23
May NEV likely to hit second highest in history
China Auto Sector – May NEV likely to hit second highest in history
1Q23 results beat and gradual recovery is likely
BYD Company (1211 HK) 4Q22 beat; FY23E margins likely overestimated
Li Auto Inc. (LI US) 4Q22E net profit likely to turn positive
China Auto Sector – Jan NEV likely in line or slightly miss; Li Auto beat
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