Y&T Intelligence

Y&T Intelligence

On-the-Ground Signals from the China Markets.

CHINA MARKET WIRE

China’s Home Appliance Market Faces Weak Holiday Demand, Manufacturers Shift From Price Wars to Product Upgrades

China’s Top Coal-Producing Region Launches Campaign to Stabilize Coal Production and Ensure Supply

China’s Huangjiu Sector Surges Over 50% in One Month as Channel Transformation Triggers Revaluation

SHEIN Faces Further Slowdown Amid Rising Tariff, Freight and Regulatory Pressures

China’s Propane Prices Hit a Ten-Year High: What’s Behind the Rally?

China’s Lithium Carbonate Slides Below 120,000 Yuan Mark as Supply Expands and Peak-Season Demand Disappoints

Leading Chinese Android Phone Makers Launch New Flagships with Sharp Price Increases

China, US Reach $30 Bn Reciprocal Tariff Reduction Framework, Establish AI Dialogue, and Agree to Increase Flights

Chinese Brokerage in Hong Kong Begins Restricting Mainland China Services Amid Regulatory Cleanup

CHINA MACRO & POLICY

PBOC Steps Up Structural Monetary Policy Support to Boost Investment, Innovation and Private Financing

China Launches One-Year Mortgage Interest Subsidy for Eligible First-Home Buyers

Shanghai Announces Detailed Home Sales Rules, Tightening Presale Fund and Mortgage Controls

China Unveils Financial Support Measures for Asset-Light Services, Targeting AI R&D and Computing Infrastructure

China’s State Council Signals Stronger Countercyclical Policy to Stabilize Growth and Domestic Demand

Former Japanese Foreign Minister Iwaya Takeshi Leads Delegation to China, Seeking to Improve Bilateral Relations

CHINA CORPORATE DEEP DIVE