Y&T Intelligence

Y&T Intelligence

On-the-Ground China Market Intelligence for Professionals.

CHINA MARKET WATCH

China’s Tech Stocks Suffer Massive Selloff in July, 271 Stocks Plunge Over 50% From June Highs

Zhongji InnoLight Debuts Below IPO Price in Hong Kong, A-Shares Tumble Amid AI Infrastructure Selloff

Chinese Bond Market Surges as Politburo Meeting Communiqué Fuels Expectations for Further Easing

Graphics Cards See New Round of Price Hikes, Prices Rise 30% as Supply Tightens and Memory Costs Escalate

ByteDance Restructures AI Business: Why Feishu, Doubao and Volcano Engine Are Being Realigned

China’s Game Revenue Growth Slows in H1, Overseas Mobile Game Revenue Growth Hits Five-Year High

Long-Term Funds Adjust Positions in Q2, First Batch of QFII and Insurance Fund Additions Emerges

Moonshot AI Completes $3.5 Bn Funding Round, Accelerates Pre-IPO Financing Round at $50 Bn Valuation

CHINA MACRO RADAR

Guangzhou Launches Voluntary Completed-Home Sales Pilot in Nansha, Linking Deferred Land Payments to Pre-Sale Restrictions

Politburo Meeting Calls for Stronger Economic Policy Support, Pledges Timely and Effective Incremental Measures

China’s Electricity Load Hits Three Record Highs in July as Extreme Heat Tests Power Supply Resilience

China Issues Lengthy Statement Rejecting Overcapacity Criticism, Calls for Global Cooperation Instead of Protectionism

China’s Personal Income Tax Revenue Surges in H1, Overtakes Consumption Tax to Become Third-Largest Tax Category

Preview of July Politburo Meeting: More Targeted Policy Support Expected, Broad Stimulus to Remain Limited

China’s Industrial Firms See H1 Operating Profit Margin Hit Highest Since 2024, Cash Flow and Demand Pressures Persist

PBOC Steps Up Overnight Reverse Repo Operations to Stabilise Cross-Month Liquidity

CHINA CORPORATE LENS