Y&T Intelligence

Y&T Intelligence

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

CHINA MARKET WATCH

CICC Joins Trillion-Yuan Club After Landmark Merger, Multiple Risk Indicators Improve

China’s Consumer Loan Facilitation Platforms Face Sharp Contraction Under New Rules

China’s Battery Price Hike Cycle Accelerates as Tax and Tight Supply Lift Pricing Power

China Further Tightens Automakers’ Payment Terms, Ramps Up Enforcement and Penalties

China’s Gold Reserves Rise for 22nd Consecutive Month, FX Reserves Rise to $3.43 Trillion

Moore Threads Plunges 20% to Hit New Low as Share Unlock Intensifies Valuation Concerns

WeChat Tests AI-to-AI Social Feature, Expanding Xiaowei’s Role in User Interactions

Longsys Sets Hong Kong IPO Price at Deep Discount, Raising Questions Over Valuation, Funding Needs and Downside Risks

China’s Auto Profit Divergence Deepens: Major Listed Automakers Combined Earn Less Than Half of CATL

CHINA MACRO RADAR

China Issues Five-Year Roadmap for Information and Communications Industry, Eyes 3.8 Trillion Yuan in Investment

China’s Export Growth Accelerates to 25% in August, AI Products Remain Key Drivers

China Issues First National Policy to Drive High-Quality Development of “Traditional and Heritage Industries”

China Deploys First Batch of RMB 800B New Policy-Based Financial Instrument to Support Investment

China Holds Three “Six Networks” Coordination Meetings in Two Weeks, Accelerating Major Project Rollout

Chinese Local Governments Accelerate Bond Issuance in Aug: Where Did RMB 7.8T Bonds Go in Jan – Aug?

CORPORATE DEEP DIVE