Y&T Intelligence

Y&T Intelligence

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

CHINA MARKET WATCH

Chinese Baijiu Stocks See Diverging Capital Flows After Years of Decline

Apple’s Foldable Push Reshapes Supply Chain, Lingyi iTECH Secures Strategic Foothold

Chinese Banks See Broad NIM Stabilization, Turning Point Remains Uncertain

China’s Lithium Industry: “Two-Giants Era” Ends as New Leaders Rise

New QDII Quotas Ease Constraints, but Strong Demand Quickly Drives Renewed Subscription Restrictions

JD.com Bets Big on Physical AI with 100,000-Card Domestic Computing Cluster

Beijing Housing Market: Transactions and Inventory Improve One Month After Policy Easing, Prices Remain Under Pressure

Haidilao Shares Plunge After Zhang Yong Family Trust Sells 259 Million Shares

DeepSeek Prepares for STAR Market IPO as Financing and Expansion Accelerate

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