【招银国际】China Auto Sector: All-time high sales for Li Auto, BYD, Aion, Leap.pdf

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

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

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

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

VinFast Auto Ltd美股招股说明书(2025-01-13版)

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

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

–Resilient 3Q23 despite macro headwinds; Positive outlook for auto and comm. business

Rewiring the Auto Industry for the Electric, Connected Future

Li Auto Inc. (LI US) 4Q22E net profit likely to turn positive