【招银国际】3Q CoR miss dragged by non-auto claims.pdf

China Auto Sector–Sep discounts widened again

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

China Auto Sector – A trough in the short term？

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

Auto Distributors and Importers Need to Gear Up for the Future

China Auto SectorNEV sales volume MoM growth narrowed in Nov

更聪明的AGI：Auto-GPT测评

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

–Recent correction overdone; Accumulate for Apple’s share gain and auto／comm. momentum

Auto: Stable discounts imply resilient 3Q earnings