Y&T Intelligence

Y&T Intelligence

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

CHINA MARKET WATCH

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

New QDII Quotas Quickly Exhausted, Subscription Limits Tighten and Premiums Surge

China Revises Futures Company Regulatory Measures. Business Categories Introduced to Strengthen Risk Management

China’s STAR 50 Hits New Phase Low as Technology Stocks Face Broad-Based Selling Pressure

Chinese MLCC Stocks Rally on AI Server Demand and Supply Optimization

Enflame Surges Nearly 200% on STAR Market Debut: Strong AI Demand Meets Valuation and Commercialization Risk

Hong Kong Regulator Suspends Cloudbreak Pharma Trading Over Suspected IPO Demand Manipulation

CHINA MACRO RADAR

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

China Signals Further Capital-Account Opening, with Focus on Investment and Financial Markets

China Aug Inflation: CPI and PPI Growth Accelerate Amid Higher International Commodity Prices

CORPORATE DEEP DIVE