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Y&T Intelligence
On-the-Ground China Market Intelligence for Investment Professionals.
CHINA MARKET WATCH
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CHINA MARKET WATCH
A-Share Tech Rout: Optical Fiber, PCB, and Storage Leaders Plummet 40% in Two Weeks
A-Share Tech Rout: Optical Fiber, PCB, and Storage Leaders Plummet 40% in Two Weeks
Zhongji Innolight Denies Performance Rumors and Affirms Strong AI-Driven Growth Strategy Through 2027
Zhongji Innolight Denies Performance Rumors and Affirms Strong AI-Driven Growth Strategy Through 2027
Chinese Publishers Command 41.6% of Global Mobile Gaming Revenue Ahead of Peak Summer Pipeline
Chinese Publishers Command 41.6% of Global Mobile Gaming Revenue Ahead of Peak Summer Pipeline
Rare Earth Quotes End Seven-Quarter Gains: Q3 Price Dips, Earnings Surges, and Emerging Demand Outlook
Rare Earth Quotes End Seven-Quarter Gains: Q3 Price Dips, Earnings Surges, and Emerging Demand Outlook
China’s Soda Ash Supply Glut: 10-Year Price Lows and Delayed Capacity Cuts
China’s Soda Ash Supply Glut: 10-Year Price Lows and Delayed Capacity Cuts
China’s PV Market Faces Persistent Price Pressure: Emerging Signals Across the Solar Supply Chain
China’s PV Market Faces Persistent Price Pressure: Emerging Signals Across the Solar Supply Chain
SHEIN’s Hong Kong IPO Advances Amid Global Expansion, Valuation Challenges and Rising Regulatory Pressure
SHEIN’s Hong Kong IPO Advances Amid Global Expansion, Valuation Challenges and Rising Regulatory Pressure
Beyond Solar and Storage: Sungrow’s Next Growth Frontier in AI Infrastructure Power Through Solid-State Transformer Innovation
Beyond Solar and Storage: Sungrow’s Next Growth Frontier in AI Infrastructure Power Through Solid-State Transformer Innovation
CHINA MACRO RADAR
China Releases 2026–2028 Plan to Reduce Emission Across Energy Sector: Policy Priorities, Pathways, and Strategic Implications
China Releases 2026–2028 Plan to Reduce Emission Across Energy Sector: Policy Priorities, Pathways, and Strategic Implications
China Imposes Temporary Export Ban on “Golden Gas” as Strategic Resource Supply Risks Rise
China Imposes Temporary Export Ban on “Golden Gas” as Strategic Resource Supply Risks Rise
China’s PPI Falls MoM in June as Oil Price Support Fades and Cost Pressures Ease — Has PPI Recovery Peaked?
China’s PPI Falls MoM in June as Oil Price Support Fades and Cost Pressures Ease — Has PPI Recovery Peaked?
China Releases 2030 Carbon Roadmap: Expanding Renewable Energy, Driving Industrial Decarbonization, and Building Green Economy
China Releases 2030 Carbon Roadmap: Expanding Renewable Energy, Driving Industrial Decarbonization, and Building Green Economy
PBOC Q2 2026 Policy Meeting Warns of More Complex External Environment and Domestic Triple Challenges
PBOC Q2 2026 Policy Meeting Warns of More Complex External Environment and Domestic Triple Challenges
China Updates Essential Medicines List After Eight-Year Hiatus, Expanding Coverage and Welcoming Innovative Drugs for First Time
China Updates Essential Medicines List After Eight-Year Hiatus, Expanding Coverage and Welcoming Innovative Drugs for First Time
China Issues Policy Package to Boost Retail Innovation, Supporting Top Retailers to Go Public and Develop Private Labels
China Issues Policy Package to Boost Retail Innovation, Supporting Top Retailers to Go Public and Develop Private Labels
China’s June Inflation Diverges: CPI Moderates While Base Effects Push PPI to 4-Year High
China’s June Inflation Diverges: CPI Moderates While Base Effects Push PPI to 4-Year High
CHINA MACRO RADAR
Retreat from Mass Luxury: Jaguar Land Rover Concludes 14-Year Localization Experiment in China
Behind the Limit-Down Plunge: Do-Fluoride’s Rapidly Eroding Profit Momentum and High-Risk Battery Pivot
Shenzhen State Capital Takes Full Control of Vanke’s Board, Professional Manager Era Ends Amid Deepening Losses
Wanli Tires IPO Paradox: Aggressive Expansion Meets Eroding Core Competitiveness
China’s eVTOL Pioneer EHang Hit Roadblock as Delayed Commercialization Weighs on Shares
Why Does “Electrolyte King” Tinci Materials Halt 2.6 Bn Yuan Project Amid Recovering Demand?
CATL’s Jianxiawo Lithium Mine Clears Restart Hurdle, Reshaping China’s Lithium Supply Outlook
Tencent’s Road Back: Can AI Reignite Growth After HK$2 Trillion Market Value Wipeout?