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Y&T Intelligence
On-the-Ground China Market Intelligence for Investment Professionals.
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CHINA MARKET WATCH
Beyond Solar and Storage: Sungrow’s Next Growth Frontier in AI Infrastructure Power Through Solid-State Transformer Innovation
Beyond Solar and Storage: Sungrow’s Next Growth Frontier in AI Infrastructure Power Through Solid-State Transformer Innovation
AI Model Developer MiniMax Secures HK$16 Billion Financing, Founder Pledges Compensation Freeze Until AGI Milestone
AI Model Developer MiniMax Secures HK$16 Billion Financing, Founder Pledges Compensation Freeze Until AGI Milestone
China Commercial Aerospace Surges as Reusable Rocket Breakthrough Opens New Growth Era
China Commercial Aerospace Surges as Reusable Rocket Breakthrough Opens New Growth Era
Meituan Launches Workforce Restructuring Amid Competition Pressure and AI Transformation
Meituan Launches Workforce Restructuring Amid Competition Pressure and AI Transformation
Global Capital Pivots to Chinese Tech: Northbound A-Share Holdings Tops 3 Trillion Yuan for First Time Amid AI and Semiconductor Surge
Global Capital Pivots to Chinese Tech: Northbound A-Share Holdings Tops 3 Trillion Yuan for First Time Amid AI and Semiconductor Surge
Xiaomi Launches Multi-Department Layoffs to Reduce Costs, Smartphone and Automobile Divisions Affected
Xiaomi Launches Multi-Department Layoffs to Reduce Costs, Smartphone and Automobile Divisions Affected
China Sees First Convertible Bond Default of the Year, Further Challenging the Long-Held Belief in Guaranteed Repayment
China Sees First Convertible Bond Default of the Year, Further Challenging the Long-Held Belief in Guaranteed Repayment
China’s Auto Exports Hit Record in June, Surpassing One Million Units for the First Time
China’s Auto Exports Hit Record in June, Surpassing One Million Units for the First Time
CHINA MACRO RADAR
China Imposes Temporary Export Ban on “Golden Gas” as Strategic Resource Supply Risks Rise
China Imposes Temporary Export Ban on “Golden Gas” as Strategic Resource Supply Risks Rise
China’s PPI Falls MoM in June as Oil Price Support Fades and Cost Pressures Ease — Has PPI Recovery Peaked?
China’s PPI Falls MoM in June as Oil Price Support Fades and Cost Pressures Ease — Has PPI Recovery Peaked?
China Releases 2030 Carbon Roadmap: Expanding Renewable Energy, Driving Industrial Decarbonization, and Building Green Economy
China Releases 2030 Carbon Roadmap: Expanding Renewable Energy, Driving Industrial Decarbonization, and Building Green Economy
PBOC Q2 2026 Policy Meeting Warns of More Complex External Environment and Domestic Triple Challenges
PBOC Q2 2026 Policy Meeting Warns of More Complex External Environment and Domestic Triple Challenges
China Updates Essential Medicines List After Eight-Year Hiatus, Expanding Coverage and Welcoming Innovative Drugs for First Time
China Updates Essential Medicines List After Eight-Year Hiatus, Expanding Coverage and Welcoming Innovative Drugs for First Time
China Issues Policy Package to Boost Retail Innovation, Supporting Top Retailers to Go Public and Develop Private Labels
China Issues Policy Package to Boost Retail Innovation, Supporting Top Retailers to Go Public and Develop Private Labels
China’s June Inflation Diverges: CPI Moderates While Base Effects Push PPI to 4-Year High
China’s June Inflation Diverges: CPI Moderates While Base Effects Push PPI to 4-Year High
China’s Forex Reserves Decline Slightly in June, PBOC Continues to Increase Gold Reserves
China’s Forex Reserves Decline Slightly in June, PBOC Continues to Increase Gold Reserves
CHINA MACRO RADAR
China’s eVTOL Pioneer EHang Hit Roadblock as Delayed Commercialization Weighs on Shares
Why Does “Electrolyte King” Tinci Materials Halt 2.6 Bn Yuan Project Amid Recovering Demand?
CATL’s Jianxiawo Lithium Mine Clears Restart Hurdle, Reshaping China’s Lithium Supply Outlook
Tencent’s Road Back: Can AI Reignite Growth After HK$2 Trillion Market Value Wipeout?
China’s Auto Parts Industry Faces “Double Squeeze” as Surging Material Prices Meet Price Wars
AVATR Launches Second Hong Kong IPO Bid Amid Surging Revenue, Deep Losses and Weakening Sales Momentum
Copper Smelting Fees Turn Negative Amid Rapid Smelting Capacity Expansion
Kling AI Secures Landmark Financing Round Backed by Chinese Tech Giants — What’s Behind BAT’s Bet?