Y&T Intelligence

Y&T Intelligence

China Market Intelligence for investment professionals. On the Ground. Beyond Headlines.

CHINA MARKET WATCH

China’s Argon Prices Surge Over 250% as Semiconductor and AI Demand Meets Tight Supply

Natural Rubber Prices Hit Nearly Two-Year High, Downstream Tire Makers Raise Prices

China Medical Aesthetics: Upstream Growth Comes Under Pressure, Downstream Chains Gain Momentum

Chinese Memory Chip Companies See Earnings Surge: How Much Room Is Left?

AI Inference Prices Break $1 to Hit Record Low, Chinese Models Accelerate Global Pricing Reset

China’s Auto Price War Eases on the Surface, but Intensifies Behind List Prices

China Steel Prices Seen Rising Further in September

Chinese Banks Face Mounting Retail Credit Pressure as NPLs Rise and Risk Recognition Accelerates

Unitree’s Stock Roller Coaster Exposes Valuation Challenge Facing Humanoid Robotics

CHINA MACRO RADAR

Chinese Local Governments Accelerate Bond Issuance in Aug: Where Did RMB 7.8T Bonds Go in Jan – Aug?

China Ends 30-Year Dividend Tax Exemption for Foreign Investors, Introducing Individual Income Tax

China’s Summer Tourism Demand Disappoints Amid Shifting Travel Preferences: Where Is Growth Moving?

China’s Solar Power Capacity Surpasses Coal for First Time, Industry Overcapacity Persists

China Government Debt Tops RMB 100T Amid Proactive Fiscal Policy, Implicit Local Government Debt Falls Sharply

China Tightens Real Estate Trust Rules: Higher Entry Barriers and Stricter Limits on Non-Standard Investments

CORPORATE DEEP DIVE