Y&T Intelligence

Y&T Intelligence

On-the-Ground Signals from the China Markets.

CHINA MARKET WIRE

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

Asia’s Capital Flows Are Shifting — Is China Back in Focus?

CATL’s Hungary Battery Plant Begins Production Amid Heightened Environmental Scrutiny

China’s Home Appliance Market Faces Weak Holiday Demand, Manufacturers Shift From Price Wars to Product Upgrades

CHINA MACRO & POLICY

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

Shanghai Announces Detailed Home Sales Rules, Tightening Presale Fund and Mortgage Controls

China Unveils Financial Support Measures for Asset-Light Services, Targeting AI R&D and Computing Infrastructure

CHINA CORPORATE DEEP DIVE