Y&T Intelligence

Y&T Intelligence

On-the-Ground Signals from the China Markets.

CHINA MARKET WIRE

China’s Holiday Property Market Picks Up on Policy Support and Promotions, New Home Transactions Rise 30% in 25 Major Cities

JAC Motors Hits Limit Down After MAEXTRO V800 Brake-Bracket Failure Triggers Fierce Backlash

World’s Largest Modified Plastics Producer Raises Prices Again as Oil-Driven Costs Squeeze Margins

Chinese Battery Stocks Rally Amid Policy Support, Energy Storage Demand and Sodium-Ion and Solid-State Battery Commercialization

China’s Fuel Oil Futures Hit Record High as Middle East Geopolitical Risks Intensify

Hong Kong Sees Strong Tourism and Retail Rebound During Golden Week, Shift to Online Consumption Continues

Chinese Optical Chips and CPO Stocks Plunge as Policy Uncertainty and Valuation Concerns Trigger Repricing

Major International Rating Agencies Upgrade Chinese Securities Firms: Key Signals and Implications

Anta Sports Invests €1.51 Bn for 29% Stake in Puma, Becoming Its Largest Shareholder

CHINA MACRO & POLICY

China May Need to Defend 4% GDP Growth, Policy Shift Looms, Says Economist

China’s Experiential Consumption Gains Momentum During the Holiday, Tourist Flows Boost Dining Demand

PBOC Rejects RMB Undervaluation Narrative, Says Global Imbalances Reflect Structural and Monetary-System Factors

China’s Golden Week Holiday Passenger Flow Growth Slows, Rail Travel Outpaces Road and Air

China Issues RMB 225 Bn in Special Treasury Bonds, 30-Year Government Bond Yield Rises Amid Long-End Market Volatility

Payment Data Signals Stronger Outbound Travel and Overseas Consumption in Extended Holiday

CHINA CORPORATE DEEP DIVE