China Auto Sector – May NEV likely to hit second highest in history
China Insurance–9M23 CN Insurers Monthly:Life growth narrowed in line; P&C growth diverged in auto & non-auto
China Auto Sector: Jul discount: Chinese narrowed, foreign widened
China Auto Sector2024 Outlook: Competition pushes technological advancement, overseas expansion
Li Auto Inc. (LI US) 4Q22E net profit likely to turn positive
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
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
FY22 largely in-line; Auto/VR to accelerate growth
信贷资产证券化2023年半年度运营报告:Auto ABS产品仍为信贷ABS产品发行主力,NPL发行频次持续增长;零售资产拖欠率及违约率均呈现不同幅度上升,早偿率达到短期内最高点