Y&T Intelligence

Y&T Intelligence

On-the-Ground China Market Intelligence for Professionals.

CHINA MARKET WIRE

Chinese Optical Communications Stocks Rally, Several Hitting Limit-Up, as Leading Players Expand Capacity

UBTech Builds Robotics Closed Loop From Components to Channels, Market Is Pricing It In

Tech Hub Shenzhen’s Resale Transactions Hit Six-Year High for Jan-Oct Period, New Home Inventory Clears Faster

Alibaba’s Taobao Instant Commerce Joins Meituan and JD.com in the Race to Build Delivery-Focused Canteen Brands

Market Check: High-End GPU Prices Retreat From Peak, PC Costs Still Elevated Amid AI Boom

Alibaba Files to List Chip Arm T-Head in Hong Kong, Betting on China’s AI Self-Reliance Push

China Unveils Xingyun Constellation Program, 16 Companies Consolidate Space Computing Industry Chain

Guangzhou Pharmaceutical Plans RMB 6 Bn Equity Financing, Over 90% for Debt Repayment

China’s Big Six State Banks’ NPL Ratios: Four Improve, Two Slip as Corporate Strength and Retail Strain Rebalance

CHINA MACRO & POLICY

China Tightens High-Tech Enterprise Reviews as Thousands Lose Status and Tax Breaks

China’s Coal Heartland Shanxi Posts Slowest Provincial Growth: Can It Break the “Resource Curse”?

China’s Export Holds Near Record Pace in Oct, AI Hardware Offsets Cooling Car Shipments

China, US Extend Tariff Exclusions and Suspensions by Two Months to January 2027

China’s Oct Data Preview: Exports Stay Resilient as Industrial Output and Consumption Cool, Investment Drag Eases

Decisive Counter-Cyclical Action Needed to Revive China’s Domestic Demand, Says Leading Think Tank

CHINA CORPORATE LENS