Y&T Intelligence

Y&T Intelligence

On-the-Ground Signals from the China Markets.

CHINA MARKET WIRE

China, US Reach $30 Bn Reciprocal Tariff Reduction Framework, Establish AI Dialogue, and Agree to Increase Flights

Chinese Brokerage in Hong Kong Begins Restricting Mainland China Services Amid Regulatory Cleanup

Seven “60/40 ETFs” List on HKEX as Chinese Asset Managers Bet on ETF Connect

Geely and NIO Forge Deep Charging-and-Swapping Alliance as China’s EV Energy-Replenishment Battle Escalates

Global Shipbuilding Orders Flood Into Chinese Yards, Extending Production Schedules Four Years Ahead

Hengtong Optic-Electric Hit Limit-Down After RMB 6.6 Bn Refinancing Plan Triggers Capacity-Expansion Concerns

Li Auto Advances In-House Battery Development Toward 15C Ultra-Fast Charging and Solid-State Technology

From Corporate Credit to Project-Based Financing: The Logic of Real Estate Financing Is Changing

Hong Kong SFC Defends HK$1 Billion PwC-Evergrande Settlement as Serving the Public Interest

CHINA MACRO & POLICY

China, US Reach $30 Bn Reciprocal Tariff Reduction Framework, Establish AI Dialogue, and Agree to Increase Flights

China’s Industrial Profit Growth Slows in Aug; Accounts Receivable Growth Hits 16-Month High

China Unveils First National Five-Year Plan for Battery Industry, Prioritizes Accelerating Full-Chain Innovation

Interpreting the Changes in PBOC’s Q3 Monetary Policy Wording and Their Implications for Policy Outlook

China, US Reach Eight-Point Consensus and Advances Bilateral Cooperation

PBOC Stresses Guarding Against Herd Behavior in FX Market and Self-Reinforcing Irrational Expectations

CHINA CORPORATE DEEP DIVE