【招银国际】China Auto Sector – Jan NEV likely in line or slightly miss; Li Auto beat.pdf

【Company Research】China Auto Sector–Jul NEV： All-time high sales for seven brands

Weak 2H22 as expected; IoT／auto CCM poised to drive recovery in 2023

电子行业-4Q17台积电营运点评及供应链分析：预计1H18智能手机暂不乐观,2018年靠HPC/IOT/Auto成长

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

NDR takeaways：a bumpy 1H23 ahead; Auto／VR／ AR business to drive long-term growth

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

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

How 5G Is Driving the Auto Industry Forward

Auto: Stable discounts imply resilient 3Q earnings