Y&T Intelligence

Y&T Intelligence

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

CHINA MARKET WATCH

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

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

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?

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

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’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 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’s Auto Industry Five-Year Plan Signals Shift Toward Capacity Discipline, Industry Consolidation and Orderly Competition

CORPORATE DEEP DIVE