Y&T Intelligence

Y&T Intelligence

On-the-Ground China Market Intelligence for Professionals.

CHINA MARKET WIRE

Shanxi’s Coal Output Falls 31% YoY in Sept as Mine Restarts Falter

China Tightens Share Reduction Oversight Again, Ramps Up Penalties for Disguised Cash-Out Tricks

China’s Hog Prices Test Year’s Lows Again Amid “Weak Reality” and “Strong Expectations”

China’s Embodied Intelligence Funding Cools, Investors Shift From Hype to Real Orders

Sales of Lower-Priced Homes in Tier-One Cities Accelerate as Mortgage Interest Subsidy Takes Effect

Shanghai Second-Hand Home Prices Rise YoY for First Time in Three Years, Led by Small, Low-Priced Units

Tencent Hits One-Year Low as AI Spending Squeezes Profit Outlook, Market Value Down Nearly 40% From Peak

CATL’s Q3 Profit Declines QoQ on Tax and Other Changes, Shares Tumble Over 12%

Smart Money Steps Back From China Jushi Despite Record Profit: Social Security Portfolios Cut Holdings, Major Shareholder Cashes Out

CHINA MACRO & POLICY

China Unveils First Policy on Integrated Coal Power and New Energy Development, Outlining Five Scenario Models

China’s 9M26 Residential Power Use Posts First Cumulative Decline in Decade, Industry and Digital Sectors Keep Total Consumption Growing

China Launches State-Owned National Data Group to Drive Data Resource Development and Support AI

China Household Snapshot in 9M26: Income Lags GDP, Consumption Lags Income, Services Outpace Goods

China Pledges Stronger Efforts to Boost Consumption and Stabilize Investment, to Unveil Domestic Demand Expansion Plan

Why Is the PBOC Diversifying Loan Pricing Benchmarks and Retiring the Benchmark Deposit and Lending Rates?

CHINA CORPORATE LENS