Y&T Intelligence

Y&T Intelligence

China Market Intelligence. On the Ground. Beyond Headlines.

CHINA MACRO RADAR

China’s Deposit Migration Slows in July, Weak Credit Demand Clouds Fund Activation Signal

Chinese Banks See First Rebound in Net Interest Margins Since 2022, Profitability Indicators Show Signs of Improvement

China’s July Bank Loans Slump, Overall Credit Expansion Holds Up on Bond Financing

Provincial Audits Expose Risks in SOE Outbound Investments, Citing Weak Risk Controls and Poor Asset Management

China’s Monetary Easing Space Widens as RRR and Rate-Cut Expectations Diverge

China July Economic Preview: Industrial Momentum May Ease, While Consumption and Infrastructure Investment Improve

PBOC Advances Short-Term Rate Framework, Signaling Timely Adjustments to Monetary Policy Tools

China Economic Powerhouse Guangdong’s Foreign Trade Tops 1T Yuan for Second Straight Month, Imports Surge on AI Demand

CHINA MARKET WATCH

China’s Consumer Growth Slows Again in July as Policy Boost Fades and Demand Weakens

China’s Spot Polysilicon Prices Surge as Anti-Involution Campaign Deepens

China’s Innovative Drug Stocks Diverge After Sharp Rebound, Sustainability Requires Further Validation

Unitree Robotics’ IPO Sparks Private “Dark Trading” Market Before Listing, Private Offers Surge

Chinese Banks Launch “Token Loans”: How Far Can “Computing Power Proves Creditworthiness” Go?

Property Management Leader Onewo Shrinks Vanke Exposure, Increases Bad-Debt Provisions, and Exits 139 Residential Projects

CSRC Flags Accounting and Disclosure Issues at Listed Companies, R&D Expenditures Emerge as Key Focus

Full-Cash Home Purchases Rise in Shenzhen and Guangzhou, Upgrade Demand Shifts Toward Lower-Priced Homes Amid Deleveraging

CHINA DEEP DIVE