How 5G Is Driving the Auto Industry Forward
China Auto Sector: Jul discount: Chinese narrowed, foreign widened
Semi–China CIS sector–Solid auto CIS growth offset by weak mobile CIS demand
信贷资产证券化2023年度展望：信贷资产证券化发行需求回落，产品构成以Auto ABS和NPL为主；疫情影响零售资产拖欠率和早偿率，但整体风险可控，继续关注防疫政策优化调整后资产的信用表现
NDR takeaways：a bumpy 1H23 ahead; Auto／VR／ AR business to drive long-term growth
策略：H股；百度：O2O野心； GCL / Prada / Autos; CKI / PAH合并
–Resilient 3Q23 despite macro headwinds; Positive outlook for auto and comm. business
China Auto Sector – When will discounts peak after rising for 8 months
–Recent correction overdone; Accumulate for Apple’s share gain and auto／comm. momentum
China Auto Sector: All-time high sales for Li Auto, BYD, Aion, Leap
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