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
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Auto: Will “Golden Sep” reoccur after a peaceful Aug?
China Auto Sector: Jul discount: Chinese narrowed, foreign widened
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策略:H股;百度:O2O野心; GCL / Prada / Autos; CKI / PAH合并
China Auto Sector – Can possible strong Jun sales extend into 2H23?
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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
China Auto Sector–Oct discounts widened after 3Q23 earnings beat