7M24 Monthly: Life momentum kept strong;P&C edged up by auto & non-auto rebounds
China Auto SectorNov leading indicators’slower MoM growth partially reflected in mild Nov NEV sales
Weak 2H22 as expected; IoT/auto CCM poised to drive recovery in 2023
China Auto Sector: Jul leading indicators: NEV new orders rose MoM
【Company Research】China Auto Sector–Jul NEV: All-time high sales for seven brands
Auto: Leading indicators, policy imply a strong May
Auto: Discounts continue to widen despite some OEMs’ intention to exit price war
China Auto Sector – Jun leading indicators: NIO weaker than expected
China Auto Sector: Nov leading indicators’ slower MoM growth partially reflected in mild Nov NEV sales
电气设备行业跟踪点评:大众发布NEW AUTO战略,坚定实现电气化、数字化转型