Y&T Intelligence

Y&T Intelligence

China Market Intelligence for investment professionals. On the Ground. Beyond Headlines.

CHINA MACRO RADAR

CSRC Reiterates Support for Real Estate Developers’ Capital Market Financing

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’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’s Industrial Profits Surge in Jan-Jul Driven by High-Tech Manufacturing and Cost Improvements

China Accelerates “Six-Network” Initiative, Establishing Diversified Investment and Financing Models

China to Expand BeiDou Industry to Trillion-Yuan Scale in Five Years, Second Batch of City Pilots to Launch

China’s Mortgage Subsidy Push Gains Momentum as Cities Seek to Revive Housing Demand

CHINA MARKET WIRE

China’s Tea Beverage Chains Diverge as Industry Shifts: Market Leader Slows, Second-Tier Players Accelerate

Sunac China’s Liquidity Strain Persists as Cash Falls Below RMB10B and RMB117B in Debt Remains Unpaid

Lithium Earnings Are Back— Can Supply Constraints Sustain the Rally?

Meituan Earnings Rebound Sharply as Food-Delivery Competition Eases, While Investment Cycle Continues

China Vanke’s Losses Deepen in 1H26, Property Weakness and Refinancing Risks Weigh on Recovery

China Exposes Production Conformity Issues at Multiple Automakers as Oversight Tightens

China’s Newly Added Energy Storage Capacity Falls 18% YoY in H1 2026, Projects Get Larger and Longer-Duration

Shui On Land Returns to Profit in 1H26, Considers Land Buying as It Sees China’s Property Market Nearing Bottom

CORPORATE DEEP DIVE