Y&T Intelligence

Y&T Intelligence

On-the-Ground Signals from the China Markets.

CHINA MARKET WIRE

China’s Auto Market Enters 4Q26 Amid Intensifying Competition, Slower Domestic Demand and Accelerating Overseas Expansion

More Chinese Brokerages in Hong Kong Tighten Controls on Mainland Cross-Border Securities Activities

China’s Major Developers Post RMB 2.26 Tn in Sales in Jan – Sept, Moderate Recovery Emerges in Sept

Hengrui Grants Novo Global Rights to Weight-Loss Drug in $2.6 Billion Deal

China Banks at New Highs: Assessing the Impact of Mortgage Subsidies and Structural Rate Cuts

AstraZeneca Bets on China’s Star Bispecific Cancer Drug, Investing $2 Bn in Summit Therapeutics

Hong Kong Central Office Rents Surge as Financial Demand Strengthens and Premium Supply Tightens

Hong Kong IPO Market Sees Weakening First-Day Performance Amid Surging New-Share Supply

Gotion High-Tech and Volkswagen Team Up on Major Battery Investment in Europe

CHINA MACRO & POLICY

Wuhan Releases Detailed Rules for “8/28” Housing Reform, Introducing Bank Guarantee Mechanism for First Time

China’s Mortgage Interest Subsidy Takes Effect, Another Fiscal Measure Set to Follow

Guangzhou Releases Rules for Housing Sales Reform, Allowing Up to 5% Deposits for Completed-Home Sales

China’s Manufacturing PMI Returns to Expansion as Services and Construction Rebound

PBOC Steps Up Structural Monetary Policy Support to Boost Investment, Innovation and Private Financing

China Launches One-Year Mortgage Interest Subsidy for Eligible First-Home Buyers

CHINA CORPORATE DEEP DIVE