Y&T Intelligence

Y&T Intelligence

China Market Intelligence for investment professionals. On the Ground. Beyond Headlines.

CHINA MARKET WATCH

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

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

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

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

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 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’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 Aug Inflation: CPI and PPI Growth Accelerate Amid Higher International Commodity Prices

CORPORATE DEEP DIVE