Y&T Intelligence

On-the-Ground Signals from the China Markets. By Yuan Talks.

[Y&T Intelligence @YTIntelligence]

“It’s Already a Bit Late”: Pony Ma Presses #Tencent for a Make-or-Break #AI Overhaul

https://t.co/fClbbJDQRG

[Y&T Intelligence @YTIntelligence]

Why Is #SatelliteChemical Pouring RMB 20.7 Bn into a Money-Losing Business?

https://t.co/lgnrmCrAaH

[Y&T Intelligence @YTIntelligence]

Global Risk Focus Shifts, Market-Stabilization Tools Step Up: Reading the Signals in #PBOC’s Latest Policy Report

https://t.co/1iCb4seAGw

[Y&T Intelligence @YTIntelligence]

Decoding #China’s Multitrillion-Yuan “Six Networks” Build-Out: Who Pays, and Will It Pay Off?

https://t.co/3OfW9cH3r3

[Y&T Intelligence @YTIntelligence]

#China’s Large Equity Private #Funds Keep Buying as A-Shares Dip, Betting on Structural Opportunities

https://t.co/CIHV2VZb9T

[Y&T Intelligence @YTIntelligence]

Golden Solar’s RMB 1.536 Bn Computing Bet: A Record Order, Negative Margins and Looming Share Unlock

https://t.co/ahSWgkTY2p

[Y&T Intelligence @YTIntelligence]

https://t.co/0nYMJ7FxqM Bets on Free Short Dramas, Aiming to Turn Viewers Into Buyers

https://t.co/vrtFX8ofhE

[Y&T Intelligence @YTIntelligence]

#Beijing City Unveils Three-Year Roadmap to Build World-Class Humanoid #Robot Industry

https://t.co/dA0ZhqQFP6

[Y&T Intelligence @YTIntelligence]

#AI Compute Boom Drives Glass #Cloth Prices to Multi-Year Highs, Supply Gap Expected to Persist Through 2027

https://t.co/2ZW2KtrrjI

[Y&T Intelligence @YTIntelligence]

#China’s #Property Developers Pivot to Project-Backed #Bond Financing as New Sales Rules Reshape the Funding

https://t.co/m8H9Ja8l3F

[Y&T Intelligence @YTIntelligence]

Four Price Hikes, Shrinking Profits: The Squeeze on #China’s #Tire Giants

https://t.co/tFEm4S3eNp

[Y&T Intelligence @YTIntelligence]

#China’s Double 11 Shopping Festival Hit 1.78 Tn Yuan, but the Fastest Growth Came From Services, Not Goods

https://t.co/Hla4Wx3lr7

[Y&T Intelligence @YTIntelligence]

#China Lifts Key Barriers to Hospital Adoption of Innovative #Drugs. Will Prescriptions Follow?

https://t.co/wjY7p75B69

[Y&T Intelligence @YTIntelligence]

Decoding #China’s Multitrillion-Yuan “Six Networks” Build-Out: Who Pays, and Will It Pay Off?

https://t.co/3OfW9cH3r3

[Y&T Intelligence @YTIntelligence]

#China’s Double 11 Shopping Festival Hit 1.78 Tn Yuan, but the Fastest Growth Came From Services, Not Goods

https://t.co/Hla4Wx3lr7

[Y&T Intelligence @YTIntelligence]

Four Price Hikes, Shrinking Profits: The Squeeze on #China’s #Tire Giants

https://t.co/tFEm4S3eNp

[Y&T Intelligence @YTIntelligence]

#China Tightens High-Tech Enterprise Reviews as Thousands Lose Status and Tax Breaks

https://t.co/WGUTPectjm

[Y&T Intelligence @YTIntelligence]

#China’s Offshore Trust #Tax Declarations Top RMB 160 Billion, Driving Oct Individual Income Tax Revenue Up Nearly 90%

https://t.co/olbEbWCf0m

[Y&T Intelligence @YTIntelligence]

#Huafa Group’s Deepening #Liquidity Crisis: Fitch Downgrades Issuer Rating, Property Arm Terminates Domestic Credit Rating

https://t.co/rsHf5d1dem

[Y&T Intelligence @YTIntelligence]

#China’s #Property Developers Pivot to Project-Backed #Bond Financing as New Sales Rules Reshape the Funding

https://t.co/m8H9Ja8l3F