Y&T Intelligence

Y&T Intelligence

China Market Intelligence. On the Ground. Beyond Headlines.

CHINA MARKET WIRE

DeepSeek Launches Multimodal Model with Pricing Aligned with V4-Flash

Kweichow Moutai’s Strategic Reset: Rebuilding Pricing, Channels, and Customer Demand

Daqo New Energy Posts Wider Loss as Polysilicon Downturn Deepens, Bets RMB 6 Bn on Computing Power

DouYu 2Q26: Rebuids Gaming Content Ecosystem, Livestreaming and Diversification Become “Dual Engines”

US Launches Section 337 Investigation Into Chinese Battery Producer EVE Energy and Downstream Customers

Laopu Gold’s Resale Premium Collapses as Gold Prices Cool, Challenging Value Retention of High-End Traditional Gold

Semiconductor Industry Enters New Price-Hike Cycle Amid Supply Constraints and Rising Costs

China’s Express Delivery Industry Shifts from Price Wars to Profitability, with AI and Overseas Expansion Driving Growth

CHINA MACRO RADAR

China to Introduce Practical and Effective Incremental Policies in 2H26, Says Vice Finance Minister

China and Switzerland Complete Talks to Upgrade Free Trade Agreement; 99.8% of Swiss Exports to China to Enjoy Zero Tariffs

China Expands Fiscal-Financial Support to Boost Demand, Broadening Consumer Credit Subsidies and Raising Loan Caps

China’s Consumption Shift: Three Growth Engines Emerge Amid Structural Slowdown

China’s Youth Unemployment Rate Hits Three-Year July High, Migrant Workers Also Face Rising Employment Pressure

PBOC Expands Overnight Reverse Repo Operations, Reflecting New Phase in Liquidity Management

China Set to Tighten Loan Facilitation Rules, Restricting Platform Revenue Sharing and Financing Channels

China’s Household Deleveraging Deepens as Early Repayments Squeeze Credit Growth

China Unveils New Housing Provident Fund Rules, Expanding Coverage and Simplifying Withdrawal Procedures

CORPORATE DEEP DIVE