Y&T Intelligence

Y&T Intelligence

On-the-Ground China Market Intelligence for Professionals.

CHINA MARKET WATCH

Moonshot AI Completes $3.5 Bn Funding Round, Accelerates Pre-IPO Financing Round at $50 Bn Valuation

China’s Lithium Carbonate Inventory Destocking Accelerates, Lithium Concentrate Supply Tightens

A-Share Companies Announce Buybacks as Market Volatility Spurs Confidence-Building Measures

Home Appliance Exports Rebound in H1: Performance Uneven Across Categories, Portable Air Conditioner Shipments to EU Surge

Four Major Chinese Cities Hold Same-Day Land Auctions, Market Divergence Widens

Zhongji Innolight Announces Up to RMB 8 Bn Buyback, Responds to 1.6T Price-Cut Rumours in Late-Night Investor Call

CXMT’S Blockbuster IPO Creates Massive Windfalls for Early Investors While Exposing Costly Missed Opportunities

China Exchanges Shift Market Data Access from LAN to WAN, Tightening Constraints on High-Frequency Quant Trading

CHINA MACRO RADAR

China Issues Lengthy Statement Rejecting Overcapacity Criticism, Calls for Global Cooperation Instead of Protectionism

China’s Personal Income Tax Revenue Surges in H1, Overtakes Consumption Tax to Become Third-Largest Tax Category

Preview of July Politburo Meeting: More Targeted Policy Support Expected, Broad Stimulus to Remain Limited

China’s Industrial Firms See H1 Operating Profit Margin Hit Highest Since 2024, Cash Flow and Demand Pressures Persist

PBOC Steps Up Overnight Reverse Repo Operations to Stabilise Cross-Month Liquidity

China Tightens Offshore Trust Tax Rules, Introducing Look-Through Taxation for Cross-Border Wealth Structures

China’s Provincial Economic Growth Divergence Widens in H1, New Growth Drivers Reshape Regional Performance

Economy Snapshot: Guangdong GDP Growth Quickens in H1, Industrial Growth Picks Up But Investment, Consumer Spending Still Weak

CHINA CORPORATE LENS