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Y&T Intelligence
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CHINA MARKET WATCH
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CHINA MARKET WIRE
Xiaomi Releases Three Self-Developed Chips in Renewed Push for Semiconductor Independence
Xiaomi Releases Three Self-Developed Chips in Renewed Push for Semiconductor Independence
Nexperia China Rebuilds Operations Through Domestic Supply Chain After Dutch Control Dispute
Nexperia China Rebuilds Operations Through Domestic Supply Chain After Dutch Control Dispute
SHEIN Launches Hong Kong IPO at $27 Bn Valuation Amid Slowing Growth and Rising Global Risks
SHEIN Launches Hong Kong IPO at $27 Bn Valuation Amid Slowing Growth and Rising Global Risks
Hong Kong Banks Tighten Compliance Measures for Some Mainland Investor Accounts
Hong Kong Banks Tighten Compliance Measures for Some Mainland Investor Accounts
Zijin Mining 1H26: Gold and Copper Boost Strong Earnings Growth, Institutional Investors Build Positions
Zijin Mining 1H26: Gold and Copper Boost Strong Earnings Growth, Institutional Investors Build Positions
China Issues New Insurance Asset-Liability Management Rules, Easing Pressure on Smaller Insurers
China Issues New Insurance Asset-Liability Management Rules, Easing Pressure on Smaller Insurers
Alibaba’s HK$80bn Share Placement Triggers Sell-off, Raising Fears of Further Market Downturn Amid Rising Bond Yields
Alibaba’s HK$80bn Share Placement Triggers Sell-off, Raising Fears of Further Market Downturn Amid Rising Bond Yields
KE Holdings 1H26: Second-Hand Home Transactions Recover, Focus Shifts to Efficiency Amid Challenging Market
KE Holdings 1H26: Second-Hand Home Transactions Recover, Focus Shifts to Efficiency Amid Challenging Market
CHINA MACRO RADAR
PBOC Liquidity Strategy Shift: Reducing MLF, Expanding Overnight Reverse Repos to Stabilize Short-Term Funding
PBOC Liquidity Strategy Shift: Reducing MLF, Expanding Overnight Reverse Repos to Stabilize Short-Term Funding
China’s Fiscal Revenue Grows Fastest in 18 Months in July, but Spending Remains Sluggish
China’s Fiscal Revenue Grows Fastest in 18 Months in July, but Spending Remains Sluggish
China to Introduce Practical and Effective Incremental Policies in 2H26, Says Vice Finance Minister
China to Introduce Practical and Effective Incremental Policies in 2H26, Says Vice Finance Minister
China and Switzerland Complete Talks to Upgrade Free Trade Agreement; 99.8% of Swiss Exports to China to Enjoy Zero Tariffs
China and Switzerland Complete Talks to Upgrade Free Trade Agreement; 99.8% of Swiss Exports to China to Enjoy Zero Tariffs
China Expands Fiscal-Financial Support to Boost Demand, Broadening Consumer Credit Subsidies and Raising Loan Caps
China Expands Fiscal-Financial Support to Boost Demand, Broadening Consumer Credit Subsidies and Raising Loan Caps
China’s Consumption Shift: Three Growth Engines Emerge Amid Structural Slowdown
China’s Consumption Shift: Three Growth Engines Emerge Amid Structural Slowdown
China’s Youth Unemployment Rate Hits Three-Year July High, Migrant Workers Also Face Rising Employment Pressure
China’s Youth Unemployment Rate Hits Three-Year July High, Migrant Workers Also Face Rising Employment Pressure
PBOC Expands Overnight Reverse Repo Operations, Reflecting New Phase in Liquidity Management
PBOC Expands Overnight Reverse Repo Operations, Reflecting New Phase in Liquidity Management
China Set to Tighten Loan Facilitation Rules, Restricting Platform Revenue Sharing and Financing Channels
China Set to Tighten Loan Facilitation Rules, Restricting Platform Revenue Sharing and Financing Channels
CORPORATE DEEP DIVE
China’s Food-Delivery Market Enters “Post-Subsidy Era,” Shifting From Price Wars to Profitable Growth
Evergrande Real Estate Enters Bankruptcy Liquidation, Nearly RMB 2 Trillion in Debt Subject to Judicial Disposal
Alibaba’s AI Investment Surge Weighs on Near-Term Profits as Cloud Growth Accelerates
Xiaomi Q2 2026: Smartphone Margins Squeezed by Cost Inflation, Auto and AI Fuel Strategic Diversification
Triumph New Energy’s Downward Spiral: PV Glass Overcapacity, Mounting Debt, and No Easy Way Out
Tinergy Chemical’s 11B Yuan Bet on Titanium Dioxide and Iron Phosphate Expansion Raises Capacity and Funding Risks
China’s Storage Module Leader Longsys’ 715-Fold Profit Surge Masks Major Risks
China’s Polysilicon Giants Launch Stronger Anti–Involution Initiative as Regulators Tighten Enforcement