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
银行间市场Auto ABS产品次级档研究
China Auto Sector–Strong 4Q23 sales mixed with rising competition
信贷资产证券化2023年度展望:信贷资产证券化发行需求回落,产品构成以Auto ABS和NPL为主;疫情影响零售资产拖欠率和早偿率,但整体风险可控,继续关注防疫政策优化调整后资产的信用表现
China Auto Sector–Oct discounts widened after 3Q23 earnings beat
–NDR takeaways: Android recovery, auto/energy storage and Jabil mobility’s synergies
Auto: 4Q24 earnings preview: Growing divergence
China Auto Sector – Inventory risk could lead to a bumpy recovery
China Auto Sector: Strong June provides more confidence for 2H23