Y&T Intelligence

Y&T Intelligence

On-the-Ground China Market Intelligence for Professionals.

CHINA MARKET WIRE

China Tightens Export Incentives for NEVs, Cutting VAT Rebate Rate to 9%

China’s Lithium Carbonate Futures Tumble Nearly 12%, Breaking Below 110,000 Yuan/Ton as Oversupply Fears Mount

Seres Rallies on MAEXTRO SUV Rumors as JAC Motors Faces Fresh Uncertainty Over Huawei Partnership

HKEX Explores Extending Derivatives Night Trading Hours and Advancing Market infrastructure Reforms

ByteDance’s PineDrama Surpasses 100M Downloads, Sparking A-Share Rally on AI Short-Drama Industrializatioin

China’s Thermal Coal Tops RMB 1,000/Ton in Off-Season, Coal Stock Index Leads A-Shares

CreditEase Reports Insolvency, Beijing Police Open Criminal Investigation

China’s Bank Stocks Hit Record Highs on Attractive Valuations, Strong Dividends and Potential Earnings Recovery

China’s Electric Two-Wheeler Crackdown: Regulatory Tightening Threatens Near-Term Sales and Accelerates Industry Consolidation

CHINA MACRO & POLICY

China’s State Planner Holds Another Symposium with Private Enterprises, Signals Fresh Q4 Stimulus

China’s Finance Ministry Releases Mid-Year Fiscal Policy Implementation Report: Key Highlights and Policy Priorities

China Announces RMB 550 Billion in Additional Local Government Debt Quota to Support Growth

China May Need to Defend 4% GDP Growth, Policy Shift Looms, Says Economist

China’s Experiential Consumption Gains Momentum During the Holiday, Tourist Flows Boost Dining Demand

PBOC Rejects RMB Undervaluation Narrative, Says Global Imbalances Reflect Structural and Monetary-System Factors

CHINA CORPORATE LENS