Y&T Intelligence

Y&T Intelligence

On-the-Ground China Market Intelligence for Professionals.

CHINA MARKET WIRE

iPhone Duo Launch Day: Scalper Markups Shrink From Pre-Order Highs, Though Official Supply Stays Tight

AI Short-Drama Hype Sparks Rallies in Several Companies’ Stocks, but Commercialization Risks Mount

Food Delivery Price War Is Over, Growth Outpaces Broader Restaurant Sector, Says Meituan Executive

Hong Kong IPO Boom Turns Sour: Nearly 70% of This Year’s New Listings Break Issue Price, “A+H” Leaders Hit Hardest

DeepSeek Set to Raise RMB 100 Bn in Latest Funding Round Led by Tencent and CATL

Unitree Stock Rebounds Nearly 30% From Low, Founder Says Physical AI Could Be “Broken Through” in 1-3 Years

Chinese Bank Wealth Management Scale Hits Multi-Year High, Allocation to Public Funds Rises

Helium Roller Coaster: Prices in China Fall Over 80% From Peak While Overseas Supply Crisis Persists

MiniMax Falls Below IPO Price in Hong Kong: Why Is the Market Re-rating AI Model Companies?

CHINA MACRO & POLICY

From Energy Control to Carbon Control: China’s Industrial Sector Charts Path to Carbon Peak, 2026–2030

China Unveils First Policy on Integrated Coal Power and New Energy Development, Outlining Five Scenario Models

China’s 9M26 Residential Power Use Posts First Cumulative Decline in Decade, Industry and Digital Sectors Keep Total Consumption Growing

China Launches State-Owned National Data Group to Drive Data Resource Development and Support AI

China Household Snapshot in 9M26: Income Lags GDP, Consumption Lags Income, Services Outpace Goods

China Pledges Stronger Efforts to Boost Consumption and Stabilize Investment, to Unveil Domestic Demand Expansion Plan

CHINA CORPORATE LENS