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Y&T Intelligence
China Market Intelligence for investment professionals. On the Ground. Beyond Headlines.
CHINA MARKET WATCH
ABOUT US
CHINA MACRO RADAR
China Tightens Real Estate Trust Rules: Higher Entry Barriers and Stricter Limits on Non-Standard Investments
China Tightens Real Estate Trust Rules: Higher Entry Barriers and Stricter Limits on Non-Standard Investments
China Introduces Dedicated Urban Renewal Project Loans to Strengthen Market-Based Financing
China Introduces Dedicated Urban Renewal Project Loans to Strengthen Market-Based Financing
China’s Manufacturing Activity Contracts More Slowly in Aug as Demand and Production Rebound
China’s Manufacturing Activity Contracts More Slowly in Aug as Demand and Production Rebound
CSRC Reiterates Support for Real Estate Developers’ Capital Market Financing
CSRC Reiterates Support for Real Estate Developers’ Capital Market Financing
China Overhauls Real Estate Credit System, Extending Mortgage and Development Loan Tenors
China Overhauls Real Estate Credit System, Extending Mortgage and Development Loan Tenors
China Tightens Housing Presales and Promotes Completed-Home Sales in Major Property Sector Reform
China Tightens Housing Presales and Promotes Completed-Home Sales in Major Property Sector Reform
China’s State Planner NDRC Holds Several Meetings to Promote Investment: What Signals Are Being Sent?
China’s State Planner NDRC Holds Several Meetings to Promote Investment: What Signals Are Being Sent?
China Unveils Implementation Plan to Develop National Logistics Network by 2030
China Unveils Implementation Plan to Develop National Logistics Network by 2030
China’s Industrial Profits Surge in Jan-Jul Driven by High-Tech Manufacturing and Cost Improvements
China’s Industrial Profits Surge in Jan-Jul Driven by High-Tech Manufacturing and Cost Improvements
CHINA MARKET WIRE
China’s Smartphone Makers Launch New Round of Cost-Driven Price Increases
China’s Smartphone Makers Launch New Round of Cost-Driven Price Increases
China’s AI Chip “Big Four” Report Explosive Revenue Growth, Funding Needs Remain Substantial
China’s AI Chip “Big Four” Report Explosive Revenue Growth, Funding Needs Remain Substantial
China’s Securities Firms Post Sharp Earnings Rebound in 1H26, M&A Reshapes Industry
China’s Securities Firms Post Sharp Earnings Rebound in 1H26, M&A Reshapes Industry
Z.ai’s Revenue Soars 400% in 1H26 as AI Commercialization Shifts Toward APIs and Cloud Services
Z.ai’s Revenue Soars 400% in 1H26 as AI Commercialization Shifts Toward APIs and Cloud Services
China Approves New Batch of QDII Quotas to Ease Overseas Investment Constraints
China Approves New Batch of QDII Quotas to Ease Overseas Investment Constraints
Semiconductor Silicon Wafers See Broad Price Hike Cycle as AI Demand Tightens Supply
Semiconductor Silicon Wafers See Broad Price Hike Cycle as AI Demand Tightens Supply
Chinese Airlines in 1H26: State-Owned Carriers Post Losses, All Private Airlines Remain Profitable
Chinese Airlines in 1H26: State-Owned Carriers Post Losses, All Private Airlines Remain Profitable
ICBC’s 1H26 Earnings Rebound Gains Traction, Retail Asset Quality Remains Under Pressure
ICBC’s 1H26 Earnings Rebound Gains Traction, Retail Asset Quality Remains Under Pressure
CORPORATE DEEP DIVE
BOC’s Net Profit Grows Fastest Among Large State Banks, NIM Rebounds for First Time in Four Years — What’s Driving the Recovery?
China Beauty Market Reversal: Domestic Brands Lose Momentum and Global Players Recover
China Overseas Land Reclaims Top-Tier Sales Position Through Core City Strategy, Profitability Remains Under Pressure
Chery’s Overseas Boom Masks Domestic Struggles: Global Expansion, New Energy Growth, and Challenge of Brand Transformation
ByteDance Launches Doubao Work in AI Office Pivot Amid Intensifying Enterprise AI Agent Race
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