Y&T Intelligence

Y&T Intelligence

On-the-Ground China Market Intelligence for Investment Professionals.

CHINA MARKET WATCH

Chinese Lithium Miners Report Explosive Earnings Growth as Lithium Boom Returns

A-Share Margin Financing Drops Over RMB 100 Bn in July: Which Sectors Are Seeing Outflows?

China’s Housing Destocking: New-Home Inventory in Some Core Cities Falls Below One Year, City-Level Divergence Widens

China’s Innovative Drugs Reach Record Highs as Outbound Strategy Shifts

Market Paradigm Shift: LimX Dynamics’ Landmark Pre-IPO and the Strategic Elevation of Chinese Embodied AI

StepFun Releases Agent Operating System, Showcases First AI Smartphone STEPX Neo

Major Chinese Automakers Forecast Loss for H1 Amid Rising Costs and Intense Rivalry 

China’s Auto Market Reaches Historic 1:1 New-to-Used Parity Amidst NEV Growth and Price Realignments

CHINA MACRO RADAR

China’s 15th Consumption Plan Signals Directions for Housing Consumption Over Next Five Years

China’s Foreign Trade Hits Record in H1 – What’s the Driving the 25 Trillion Yuan Peak

China’s 60-Trillion Yuan Consumer Agenda: Key Priorities and Structural Transitions for 15th Five-Year Plan

China Releases 2026–2028 Plan to Reduce Emission Across Energy Sector: Policy Priorities, Pathways, and Strategic Implications

China Imposes Temporary Export Ban on “Golden Gas” as Strategic Resource Supply Risks Rise

China’s PPI Falls MoM in June as Oil Price Support Fades and Cost Pressures Ease — Has PPI Recovery Peaked?

China Releases 2030 Carbon Roadmap: Expanding Renewable Energy, Driving Industrial Decarbonization, and Building Green Economy

PBOC Q2 2026 Policy Meeting Warns of More Complex External Environment and Domestic Triple Challenges

CHINA MACRO RADAR