【招银国际】China Auto Sector – Can possible strong Jun sales extend into 2H23？.pdf

–NDR takeaways： Android recovery, auto／energy storage and Jabil mobility’s synergies

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

Semi–China CIS sector–Solid auto CIS growth offset by weak mobile CIS demand

China Auto Sector: All-time high sales for Li Auto, BYD, Aion, Leap

China Auto Sector–Strong 4Q23 sales mixed with rising competition

Rewiring the Auto Industry for the Electric, Connected Future

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

VinFast Auto Ltd美股招股说明书(2025-01-13版)

Positive on acquisition of Auto-Kabel Group; Reiterate BUY

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