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Y&T Intelligence
China Market Intelligence for investment professionals. On the Ground. Beyond Headlines.
CHINA MARKET WATCH
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CHINA MARKET WATCH
China’s STAR 50 Hits New Phase Low as Technology Stocks Face Broad-Based Selling Pressure
China’s STAR 50 Hits New Phase Low as Technology Stocks Face Broad-Based Selling Pressure
Chinese MLCC Stocks Rally on AI Server Demand and Supply Optimization
Chinese MLCC Stocks Rally on AI Server Demand and Supply Optimization
Enflame Surges Nearly 200% on STAR Market Debut: Strong AI Demand Meets Valuation and Commercialization Risk
Enflame Surges Nearly 200% on STAR Market Debut: Strong AI Demand Meets Valuation and Commercialization Risk
Hong Kong Regulator Suspends Cloudbreak Pharma Trading Over Suspected IPO Demand Manipulation
Hong Kong Regulator Suspends Cloudbreak Pharma Trading Over Suspected IPO Demand Manipulation
China’s Auto Exports Surge Toward 10M, Overseas Localization Becomes Next Challenge
China’s Auto Exports Surge Toward 10M, Overseas Localization Becomes Next Challenge
China’s Cement Industry Sees Broad-Based Price Hikes as Costs Rise and Supply Tightens
China’s Cement Industry Sees Broad-Based Price Hikes as Costs Rise and Supply Tightens
Electronic Fiberglass Cloth Enters New Price Hike Cycle Amid Surging AI Demand
Electronic Fiberglass Cloth Enters New Price Hike Cycle Amid Surging AI Demand
Local Land Auction Signals Deeper Shift: Reserve-Price Sales, Parcel Withdrawals and Deferred Cash Recovery
Local Land Auction Signals Deeper Shift: Reserve-Price Sales, Parcel Withdrawals and Deferred Cash Recovery
Kimi Expands Enterprise Push, Partnering with IT Service Providers on AI Deployment
Kimi Expands Enterprise Push, Partnering with IT Service Providers on AI Deployment
CHINA MACRO RADAR
China Intensifies Accountability for Local Officials Over Falsified Debt Resolution and New Hidden Debt—What Signal Does It Send?
China Intensifies Accountability for Local Officials Over Falsified Debt Resolution and New Hidden Debt—What Signal Does It Send?
China Tightens Rules to Tackle SME Payment Arrears, Mandates Cash Payments for Government Procurement and Central SOEs
China Tightens Rules to Tackle SME Payment Arrears, Mandates Cash Payments for Government Procurement and Central SOEs
China Sets New Cost-Accounting Framework for Key Industrial Products to Curb Disorderly Low-Price Competition
China Sets New Cost-Accounting Framework for Key Industrial Products to Curb Disorderly Low-Price Competition
China’s Auto Industry Five-Year Plan Signals Shift Toward Capacity Discipline, Industry Consolidation and Orderly Competition
China’s Auto Industry Five-Year Plan Signals Shift Toward Capacity Discipline, Industry Consolidation and Orderly Competition
China Signals Further Capital-Account Opening, with Focus on Investment and Financial Markets
China Signals Further Capital-Account Opening, with Focus on Investment and Financial Markets
China Aug Inflation: CPI and PPI Growth Accelerate Amid Higher International Commodity Prices
China Aug Inflation: CPI and PPI Growth Accelerate Amid Higher International Commodity Prices
CORPORATE DEEP DIVE
Chagee’s Tea Eggs and Guming’s Beer: Leading Tea Beverage Chains Expand Beyond Tea to Unlock All-Day Growth
China’s Lithium Industry: “Two-Giants Era” Ends as New Leaders Rise
China Banking: Mortgage Contraction Accelerates Shift in Retail Business Model
LONGi Reclaims Global PV Module Shipment Crown as BC Technology Gains Momentum
China’s Solar Shakeout Enters Second Half: Layoffs, Energy-Storage Pivot and Capacity Exits
China’s Apple Supply Chain: From Apple Dependence to Multi-Engine Growth
Behind China Gaming Growth: Widening Divide, Squeezed Mid-Tier Players, Changing Dynamics
BYD’s Overseas Expansion and Premiumization Boost Auto Margins, While FX and Export Mix Pressure Earnings