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Y&T Intelligence
On-the-Ground Signals from the China Markets.
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CHINA MARKET WIRE
China’s Home Appliance Market Faces Weak Holiday Demand, Manufacturers Shift From Price Wars to Product Upgrades
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 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
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
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 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
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
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
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
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
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
China Launches One-Year Mortgage Interest Subsidy for Eligible First-Home Buyers
Shanghai Announces Detailed Home Sales Rules, Tightening Presale Fund and Mortgage Controls
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 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
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
Former Japanese Foreign Minister Iwaya Takeshi Leads Delegation to China, Seeking to Improve Bilateral Relations
CHINA CORPORATE DEEP DIVE
China’s Scrap Copper Supply Tightened by Reverse Invoicing and Strengthening Tax Compliance
China’s EV Makers Turn to Technology Commercialization to Generate Revenue and Spread R&D Costs
iPhone Duo Supply Chain Check: Production Challenges Persist, Assembly Yield Remains Just Above 60% Amid Production Ramp-Up
China’s Long-Term Rental Housing Reset: State Capital Enters, Private Operators Transform
China Rewrites the Rules of Real Estate Finance: Who Bears the Risk When Homebuyers No Longer Fund Development?
Chinese Automakers Take Greater Control of Battery Supply to Break Free from CATL’s Grip
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