Y&T Intelligence

Y&T Intelligence

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

CHINA MACRO RADAR

China’s DR-Based Loans Expand to 16 Provinces, Loan Pricing Shifts to Dual-Anchor Era

China’s Bank Bill Rates Stay at Regulatory Floor, Signaling Persistent Weakness in Credit Demand

China’s 15th Five-Year Coal Industry Plan Targets Structural Optimization, Supply Resilience and Industry Modernization

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 MARKET WATCH

China’s Residential Judicial Auction Market Surges as Deferred Debt Risks Surface

China’s Energy Storage Industry Sees Broad-Based Price Hikes Amid Rising Costs, Policy Changes, and Strong Demand

DeepSeek Registers Dedicated Harness Account, Signaling Potential AI Agent Launch Ahead

China’s Innovative-Drug Rally: Policy Tailwinds, Global Expansion and the Emerging Valuation Divide

Manus to Resume Independent Operations, Tencent Set to Become Largest Shareholder

China’s Dye Prices Surge on Raw Material Shortages, Boosting Leaders While Squeezing Textile Manufacturers

Lithium Carbonate Prices Rebound as Tight Supply-Demand Balance and Resilient Demand Eases Oversupply Concerns

China’s Auto Market Slump Deepens: Passenger-Car Retail Sales Slide Over 20% in July

CHINA DEEP DIVE