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On-the-Ground China Market Intelligence for Professionals.
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Y&T Intelligence
China Market Intelligence for investment professionals. On the Ground. Beyond Headlines.
CHINA MARKET WATCH
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CHINA MARKET WATCH
Chinese Banks Accelerate Exit from Personal Precious-Metals Trading as Gold Volatility Exposes Risks
Chinese Banks Accelerate Exit from Personal Precious-Metals Trading as Gold Volatility Exposes Risks
Chinese PCB Stocks Surge as Price Hikes Continue to Ripple Through the Industry
Chinese PCB Stocks Surge as Price Hikes Continue to Ripple Through the Industry
China’s Recent Offshore RMB Local Government Bonds Draw Strong Demand
China’s Recent Offshore RMB Local Government Bonds Draw Strong Demand
China’s Crude Futures Hit New High Ever as Middle East Risks Tighten Oil Supply Outlook
China’s Crude Futures Hit New High Ever as Middle East Risks Tighten Oil Supply Outlook
MetaX Faces Major Share Unlock as Institutions Sit on Sharp Floating Gains — Will It Repeat Moore Threads’ Slump?
MetaX Faces Major Share Unlock as Institutions Sit on Sharp Floating Gains — Will It Repeat Moore Threads’ Slump?
China’s Energy Storage Leader Raises Prices: Is the Industry Moving Beyond Involution-Style Competition?
China’s Energy Storage Leader Raises Prices: Is the Industry Moving Beyond Involution-Style Competition?
State-Owned Automaker FAW Group May Take Stake in GAC Amid Intensifying Market Competition
State-Owned Automaker FAW Group May Take Stake in GAC Amid Intensifying Market Competition
Z.ai Raises $5B in Second Financing Round in Two Months as China’s AI Arms Race Accelerates
Z.ai Raises $5B in Second Financing Round in Two Months as China’s AI Arms Race Accelerates
CATL’s Record RMB 40 Bn Buyback Finally Hits the Market
CATL’s Record RMB 40 Bn Buyback Finally Hits the Market
CHINA MACRO RADAR
China Strengthen Policy Support for Smart Home Consumption, Reinforcing Subsidies, Standards and Whole-Home Adoption
China Strengthen Policy Support for Smart Home Consumption, Reinforcing Subsidies, Standards and Whole-Home Adoption
China’s Financing Structure Continues to Shift Amid Moderating Bank Loan Growth
China’s Financing Structure Continues to Shift Amid Moderating Bank Loan Growth
China Intensifies Accountability for Local Officials Over Falsified Debt Resolution and New Hidden Debt—What Signal Does It Send?
China Intensifies Accountability for Local Officials Over Falsified Debt Resolution and New Hidden Debt—What Signal Does It Send?
China Tightens Rules to Tackle SME Payment Arrears, Mandates Cash Payments for Government Procurement and Central SOEs
China Tightens Rules to Tackle SME Payment Arrears, Mandates Cash Payments for Government Procurement and Central SOEs
China Sets New Cost-Accounting Framework for Key Industrial Products to Curb Disorderly Low-Price Competition
China Sets New Cost-Accounting Framework for Key Industrial Products to Curb Disorderly Low-Price Competition
China’s Auto Industry Five-Year Plan Signals Shift Toward Capacity Discipline, Industry Consolidation and Orderly Competition
China’s Auto Industry Five-Year Plan Signals Shift Toward Capacity Discipline, Industry Consolidation and Orderly Competition
CORPORATE DEEP DIVE
Chinese Automakers Seek to Break Free from CATL’s Grip as They Take Greater Control of Battery Supply
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
LONGi Reclaims Global PV Module Shipment Crown as BC Technology Gains Momentum
China’s Solar Shakeout Enters Second Half: Layoffs, Energy-Storage Pivot and Capacity Exits
China’s Apple Supply Chain: From Apple Dependence to Multi-Engine Growth
Behind China Gaming Growth: Widening Divide, Squeezed Mid-Tier Players, Changing Dynamics