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Y&T Intelligence
China Market Intelligence for investment professionals. On the Ground. Beyond Headlines.
CHINA MARKET WATCH
ABOUT US
CHINA MARKET WIRE
Jack Ma and Alibaba Management Increase Holdings of Alibaba Shares — Can They Reverse Stock Price Decline?
Jack Ma and Alibaba Management Increase Holdings of Alibaba Shares — Can They Reverse Stock Price Decline?
Chinese Lithium Battery Makers Announce Price Hikes Ahead of Consumption Tax Rollout
Chinese Lithium Battery Makers Announce Price Hikes Ahead of Consumption Tax Rollout
Longsys Electronics’ Funding Drive Faces Reality Check Amid Cash Burn, Inventory Risks, and Cycle Uncertainty
Longsys Electronics’ Funding Drive Faces Reality Check Amid Cash Burn, Inventory Risks, and Cycle Uncertainty
China’s Leading Livestream E-commerce Platforms See Profit Recovery
China’s Leading Livestream E-commerce Platforms See Profit Recovery
China’s CXO Sector Recovery Accelerates as Innovation Drug Boom Drives Orders and Emerging Businessesp
China’s CXO Sector Recovery Accelerates as Innovation Drug Boom Drives Orders and Emerging Businessesp
XPeng’s Robotics Unit Plans to Raise $900M, Post-Money Valuation Reaches $6.3B
XPeng’s Robotics Unit Plans to Raise $900M, Post-Money Valuation Reaches $6.3B
Leapmotor Achieves Strong 1H26 Growth Through Low-Cost Strategy, Lowers Full-Year Profit Target
Leapmotor Achieves Strong 1H26 Growth Through Low-Cost Strategy, Lowers Full-Year Profit Target
PDD’s Solid Profit and Cash Flow Cushion Revenue Pressure, Global Expansion Faces Constraints
PDD’s Solid Profit and Cash Flow Cushion Revenue Pressure, Global Expansion Faces Constraints
CHINA MACRO RADAR
China to Expand BeiDou Industry to Trillion-Yuan Scale in Five Years, Second Batch of City Pilots to Launch
China to Expand BeiDou Industry to Trillion-Yuan Scale in Five Years, Second Batch of City Pilots to Launch
China’s Mortgage Subsidy Push Gains Momentum as Cities Seek to Revive Housing Demand
China’s Mortgage Subsidy Push Gains Momentum as Cities Seek to Revive Housing Demand
China Advances Autonomous Vehicle Legalization with New Road Traffic Law Amendment
China Advances Autonomous Vehicle Legalization with New Road Traffic Law Amendment
China’s Official Commentaries Offer Interpretation of Economic Conditions, Policy Priorities, and Challenges Ahead
China’s Official Commentaries Offer Interpretation of Economic Conditions, Policy Priorities, and Challenges Ahead
PBOC Liquidity Strategy Shift: Reducing MLF, Expanding Overnight Reverse Repos to Stabilize Short-Term Funding
PBOC Liquidity Strategy Shift: Reducing MLF, Expanding Overnight Reverse Repos to Stabilize Short-Term Funding
China’s Fiscal Revenue Grows Fastest in 18 Months in July, but Spending Remains Sluggish
China’s Fiscal Revenue Grows Fastest in 18 Months in July, but Spending Remains Sluggish
China to Introduce Practical and Effective Incremental Policies in 2H26, Says Vice Finance Minister
China to Introduce Practical and Effective Incremental Policies in 2H26, Says Vice Finance Minister
China and Switzerland Complete Talks to Upgrade Free Trade Agreement; 99.8% of Swiss Exports to China to Enjoy Zero Tariffs
China and Switzerland Complete Talks to Upgrade Free Trade Agreement; 99.8% of Swiss Exports to China to Enjoy Zero Tariffs
China Expands Fiscal-Financial Support to Boost Demand, Broadening Consumer Credit Subsidies and Raising Loan Caps
China Expands Fiscal-Financial Support to Boost Demand, Broadening Consumer Credit Subsidies and Raising Loan Caps
CORPORATE DEEP DIVE
ByteDance Launches Doubao Work in AI Office Pivot Amid Intensifying Enterprise AI Agent Race
China’s Food-Delivery Market Enters “Post-Subsidy Era,” Shifting From Price Wars to Profitable Growth
Evergrande Real Estate Enters Bankruptcy Liquidation, Nearly RMB 2 Trillion in Debt Subject to Judicial Disposal
Alibaba’s AI Investment Surge Weighs on Near-Term Profits as Cloud Growth Accelerates
Xiaomi Q2 2026: Smartphone Margins Squeezed by Cost Inflation, Auto and AI Fuel Strategic Diversification
Triumph New Energy’s Downward Spiral: PV Glass Overcapacity, Mounting Debt, and No Easy Way Out
Tinergy Chemical’s 11B Yuan Bet on Titanium Dioxide and Iron Phosphate Expansion Raises Capacity and Funding Risks
China’s Storage Module Leader Longsys’ 715-Fold Profit Surge Masks Major Risks