【招银国际】 FY22 largely in-line; Auto／VR to accelerate growth.pdf

China Auto Sector – Jun leading indicators： NIO weaker than expected

China Auto Sector–Oct discounts widened after 3Q23 earnings beat

China Auto Sector – May NEV likely to hit second highest in history

China Auto SectorNov leading indicators’slower MoM growth partially reflected in mild Nov NEV sales

7M24 Monthly: Life momentum kept strong;P&C edged up by auto & non-auto rebounds

China Auto Sector – Strong June provides more confidence for 2H23

信贷资产证券化2024年度展望：Auto ABS产品仍为发行主力，NPL发行单数创新高；信贷ABS市场认可度有所提高，各类产品发行利率持续收窄；零售资产拖欠率及违约率均呈现不同幅度上扬，资产表现仍需关注

China Auto SectorNEV sales volume MoM growth narrowed in Nov

China Auto Sector: Strong June provides more confidence for 2H23

计算机行业：Auto GPT横空出世，力推算力设施