Y&T Intelligence

Y&T Intelligence

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

CHINA MARKET WATCH

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

China Commercial Aerospace Surges as Reusable Rocket Breakthrough Opens New Growth Era

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

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’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’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’s Forex Reserves Decline Slightly in June, PBOC Continues to Increase Gold Reserves

CHINA MACRO RADAR