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Y&T Intelligence
China Market Intelligence. On the Ground. Beyond Headlines.
CHINA MARKET WATCH
ABOUT US
CHINA MARKET WIRE
DeepSeek Launches Multimodal Model with Pricing Aligned with V4-Flash
DeepSeek Launches Multimodal Model with Pricing Aligned with V4-Flash
Kweichow Moutai’s Strategic Reset: Rebuilding Pricing, Channels, and Customer Demand
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
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”
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
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
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
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’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 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 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 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 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
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
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 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’s Household Deleveraging Deepens as Early Repayments Squeeze Credit Growth
China Unveils New Housing Provident Fund Rules, Expanding Coverage and Simplifying Withdrawal Procedures
China Unveils New Housing Provident Fund Rules, Expanding Coverage and Simplifying Withdrawal Procedures
CORPORATE DEEP DIVE
Evergrande Real Estate Enters Bankruptcy Liquidation, Nearly RMB 2 Trillion in Debt Face Judicial Disposal
Alibaba Restructures Business Again, AI Investment Continues to Weigh on Profits and Cash Flow
Xiaomi Q2 2026: Smartphone Margins Squeezed by Cost Inflation, Auto and AI Fuel Strategic Diversification
Triumph New Energy’s Downward Spiral: PV Glass Overcapacity, Mounting Debt, and No Easy Way Out
Tinergy Chemical’s 11B Yuan Bet on Titanium Dioxide and Iron Phosphate Expansion Raises Capacity and Funding Risks
China’s Storage Module Leader Longsys’ 715-Fold Profit Surge Masks Major Risks
China’s Polysilicon Giants Launch Stronger Anti–Involution Initiative as Regulators Tighten Enforcement
Inside Unitree Robotics’ Ownership Map: How Strategic Investors and State Capital Fueled Thousandfold Valuation Rise