Y&T Intelligence

Y&T Intelligence

On-the-Ground China Market Intelligence for Investment Professionals.

CHINA MARKET WATCH

A-Share Tech Rout: Optical Fiber, PCB, and Storage Leaders Plummet 40% in Two Weeks

Zhongji Innolight Denies Performance Rumors and Affirms Strong AI-Driven Growth Strategy Through 2027

Chinese Publishers Command 41.6% of Global Mobile Gaming Revenue Ahead of Peak Summer Pipeline

Rare Earth Quotes End Seven-Quarter Gains: Q3 Price Dips, Earnings Surges, and Emerging Demand Outlook

China’s Soda Ash Supply Glut: 10-Year Price Lows and Delayed Capacity Cuts

China’s PV Market Faces Persistent Price Pressure: Emerging Signals Across the Solar Supply Chain

SHEIN’s Hong Kong IPO Advances Amid Global Expansion, Valuation Challenges and Rising Regulatory Pressure

Beyond Solar and Storage: Sungrow’s Next Growth Frontier in AI Infrastructure Power Through Solid-State Transformer Innovation

CHINA MACRO RADAR

China Releases 2026–2028 Plan to Reduce Emission Across Energy Sector: Policy Priorities, Pathways, and Strategic Implications

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 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

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’s June Inflation Diverges: CPI Moderates While Base Effects Push PPI to 4-Year High

CHINA MACRO RADAR