Y&T Intelligence

Y&T Intelligence

China Market Intelligence for Institutional Investors. On the Ground. Beyond Headlines.

CHINA MACRO RADAR

China’s July Inflation Cools Sharply as Oil Prices Weigh and Domestic Price Momentum Softens

Beijing Further Eases Property Policy: Lowering Home Purchase Restrictions, Expanding Housing Finance Support

PBOC Extends Gold-Buying Streak to 21 Months, China’s FX Reserves Edge Higher in July

China’s Foreign Trade Remains Resilient in July Driven by AI Exports, but Growth Slows from June’s Surge

China’s July Inflation Expected to Ease as CPI Growth Narrows and PPI Recovery Loses Momentum

China’s Local Government Finances Recover Slightly in H1, but Fiscal Pressures Remain Acute

China Launches Broad Countermeasures Against US Tech and Trade Restrictions, Highlighting Supply Chain Competition

China’s Local Bond Issuance Slows Again in July — H2 Fund Deployment in Focus

CHINA MARKET WATCH

China’s Exchanges Set LOF Delisting Timeline as Excessive Premiums Highlight Structural Market Inefficiencies

Cambricon Posts Strong 1H26 Earnings, but Sequential Revenue Growth Slows Amid Intensifying Competiton

Export Ban Drives Surge in China’s Nonferrous Metal Stocks, Supply Impact Expected Be Limited

CATL’s Yichun Lithium Mine Remains Suspended, Restart Process Advances Amid Lithium Market Uncertainty

ByteDance Reviews AI Progress at Company-Wide Meeting: Admits Falling Behind Overseas Rivals, Doubles Down on Long-Term AGI Push

From AI Hype to Valuation Reset: Why Manycore Tech Lost Nearly 80% of Peak Just Three Months After Listing

China’s Machinery Industry Posts Strong Growth in H1, but Faces Rising Cost and Demand Pressures

Unitree Robotics’ IPO Valuation Reaches 60 Bn Yuan, DeepSeek Participates in Strategic Placement

CHINA DEEP DIVE