Y&T Intelligence

Y&T Intelligence

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

CHINA MARKET WATCH

China’s Auto Market Faces Persistent Weakness, Full-Year Domestic Sales Drop Almost Certain

CATL Shares Hit Lowest This Year as Automakers Accelerate Supply-Chain Diversification

China’s A-Shares See Slowdown in Margin Financing Amid Weaker Trading and Fading Risk Appetite

Huawei Commercializes Tau Law with Kirin 9050 Pro, Signaling New Path to Advanced Chip Scaling

DeepSeek Cuts Flash API Prices Less Than One Month After Sharp Price Hikes

China’s Energy Storage Battery Capacity Expansion Hits the Brakes

China’s Property Management Industry Remains Under Pressure, Sector Enters “Quality over Scale” Era

HEYTEA Quietly Resumes Franchise Applications After 18-Month Suspension

A-Share Earnings Divergence Deepens: AI-Led Growth Widens the Gap Across Sectors

CHINA MACRO RADAR

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

After China’s “828” Housing Overhaul, New Rules Take Shape in Local Land Auctions

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

CORPORATE DEEP DIVE