Y&T Intelligence

Y&T Intelligence

China Market Intelligence. On the Ground. Beyond Headlines.

CHINA MACRO RADAR

China Moves to Unlock County-Level Consumption Growth with New Policy Package

Chinese Premier Li Flags Weak Domestic Demand, Calls for Additional Growth-Stabilization Measures Amid Rising Economic Pressure

China’s Housing Recovery Loses Momentum in July as Gains Fail to Spread Beyond Top-Tier Cities

China’s Carbon Market Set to Expand to Petrochemical and Chemical Industries, Covering 80% of Carbon Emissions

China Releases 15th Five-Year Plan for Oil and Gas Development, Prioritizing Energy Security and Green Transition

China’s Fixed-Asset Investment Slump Deepens, Property and Private Investment Weigh

China’s July Industrial Production Growth Hit Second-Lowest This Year Amid Weak Demand and Coal Disruptions

China’s Retail Sales Slow Again in July as Policy Boost Fades and Demand Weakens

CHINA MARKET WATCH

Hong Kong Banks Tighten Compliance Checks on Mainland Investors’ Existing Investment Accounts

A-Share Margin Financing Rebound Signals Sentiment Recovery, Technology Leverage Risks Remain

Geely Automobile Begins Founder-to-Professional Management Transition as Li Shufu Steps Down

SenseTime Turns Profitable for the First Time Amid Shift from AI Price Wars to Commercialization

Chinese Insurance Funds’ Equity Allocation Hits New High, Stock and Fund Holdings Rise Nearly RMB 700B in 1H26

China’s Value Supermarket Race Accelerates as JD.com, Meituan and Hema Expand Hard-Discount Formats

China’s Spot Polysilicon Prices Surge as Anti-Involution Campaign Deepens

China’s Innovative Drug Stocks Diverge After Sharp Rebound, Sustainability Requires Further Validation

CHINA DEEP DIVE