Y&T Intelligence

Y&T Intelligence

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

CHINA MARKET WIRE

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

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 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

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

CHINA MACRO RADAR

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 Advances Autonomous Vehicle Legalization with New Road Traffic Law Amendment

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

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 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

CORPORATE DEEP DIVE