Y&T Intelligence

Y&T Intelligence

China Market Intelligence. On the Ground. Beyond Headlines.

CHINA MARKET WATCH

Shanghai Further Eases Housing Policies: Cuts Second-Home Down Payment Outside Outer Ring, Expands Provident Fund Use

Unitree’s IPO Reality Check: Shares Slide as Founder Warns Humanoid Robots Are Not Ready for Mass Factory Deployment

CK Hutchison Escalates Panama Port Dispute, Launches Investment Treaty Arbitration Seeking Over $1.5B

Hui Ka Yan Receives Life Sentence in First-Instance Trial, Evergrande Hit with Nearly RMB 16 Bn in Combined Fines

Yangtze Memory Technologies Completes IPO Counseling, Boosting Valuation Expectations

QFII Flows Show Stronger Foreign Commitment to New Growth Engines, with Focus on High-End Manufacturing and New Materials

World’s Largest Transformer Maker Hitachi Energy Expands China Capacity with $300M Investment

GigaDevice’s Profit Surges 11-Fold, Shares Drop as Investors Debate Sustainability of Memory Cycle

CHINA MACRO RADAR

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

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’s Household Deleveraging Deepens as Early Repayments Squeeze Credit Growth

China Unveils New Housing Provident Fund Rules, Expanding Coverage and Simplifying Withdrawal Procedures

China Moves to Unlock County-Level Consumption Growth with New Policy Package

Chinese Premier Li Flags Weak Domestic Demand, Calls for Additional Growth-Stabilization Measures

China’s Housing Recovery Loses Momentum in July as Gains Fail to Spread Beyond Top-Tier Cities

CORPORATE DEEP DIVE