【招银国际】China Auto Sector: Jul discount: Chinese narrowed, foreign widened.pdf

China Auto Sector – Jan NEV likely in line or slightly miss; Li Auto beat

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

Auto:Leading indicators show Jun MoM sales growth

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

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

Auto: Chinese brands’ 2Q earnings could be resilient

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

2024年第三季度Auto ABS市场概况

mckinsey-china-auto-consumer-insights-2019

China Auto Sector–Aug discounts widened slightly MoM