【招银国际】China Auto Sector–Strong 4Q23 sales mixed with rising competition.pdf

信贷资产证券化2023年半年度运营报告：Auto ABS产品仍为信贷ABS产品发行主力，NPL发行频次持续增长；零售资产拖欠率及违约率均呈现不同幅度上升，早偿率达到短期内最高点

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

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

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

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

Rewiring the Auto Industry for the Electric, Connected Future

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

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

Positive on acquisition of Auto-Kabel Group; Reiterate BUY

VinFast Auto Ltd美股招股说明书(2025-01-13版)