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Home
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Y&T Intelligence for Corporates
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MORE
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Y&T Intelligence
On-the-Ground Signals from the China Markets.
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CHINA MARKET WIRE
Hengrui Grants Novo Global Rights to Weight-Loss Drug in $2.6 Billion Deal
Hengrui Grants Novo Global Rights to Weight-Loss Drug in $2.6 Billion Deal
China Banks at New Highs: Assessing the Impact of Mortgage Subsidies and Structural Rate Cuts
China Banks at New Highs: Assessing the Impact of Mortgage Subsidies and Structural Rate Cuts
AstraZeneca Bets on China’s Star Bispecific Cancer Drug, Investing $2 Bn in Summit Therapeutics
AstraZeneca Bets on China’s Star Bispecific Cancer Drug, Investing $2 Bn in Summit Therapeutics
Hong Kong Central Office Rents Surge as Financial Demand Strengthens and Premium Supply Tightens
Hong Kong Central Office Rents Surge as Financial Demand Strengthens and Premium Supply Tightens
Hong Kong IPO Market Sees Weakening First-Day Performance Amid Surging New-Share Supply
Hong Kong IPO Market Sees Weakening First-Day Performance Amid Surging New-Share Supply
Gotion High-Tech and Volkswagen Team Up on Major Battery Investment in Europe
Gotion High-Tech and Volkswagen Team Up on Major Battery Investment in Europe
Asia’s Capital Flows Are Shifting — Is China Back in Focus?
Asia’s Capital Flows Are Shifting — Is China Back in Focus?
CATL’s Hungary Battery Plant Begins Production Amid Heightened Environmental Scrutiny
CATL’s Hungary Battery Plant Begins Production Amid Heightened Environmental Scrutiny
China’s Home Appliance Market Faces Weak Holiday Demand, Manufacturers Shift From Price Wars to Product Upgrades
China’s Home Appliance Market Faces Weak Holiday Demand, Manufacturers Shift From Price Wars to Product Upgrades
CHINA MACRO & POLICY
Guangzhou Releases Rules for Housing Sales Reform, Allowing Up to 5% Deposits for Completed-Home Sales
Guangzhou Releases Rules for Housing Sales Reform, Allowing Up to 5% Deposits for Completed-Home Sales
China’s Manufacturing PMI Returns to Expansion as Services and Construction Rebound
China’s Manufacturing PMI Returns to Expansion as Services and Construction Rebound
PBOC Steps Up Structural Monetary Policy Support to Boost Investment, Innovation and Private Financing
PBOC Steps Up Structural Monetary Policy Support to Boost Investment, Innovation and Private Financing
China Launches One-Year Mortgage Interest Subsidy for Eligible First-Home Buyers
China Launches One-Year Mortgage Interest Subsidy for Eligible First-Home Buyers
Shanghai Announces Detailed Home Sales Rules, Tightening Presale Fund and Mortgage Controls
Shanghai Announces Detailed Home Sales Rules, Tightening Presale Fund and Mortgage Controls
China Unveils Financial Support Measures for Asset-Light Services, Targeting AI R&D and Computing Infrastructure
China Unveils Financial Support Measures for Asset-Light Services, Targeting AI R&D and Computing Infrastructure
CHINA CORPORATE DEEP DIVE
CATL’s Push into AC-Side Energy Storage: Challenges in Building Capabilities Beyond Batteries
China’s Optical Module Industry Accelerates Capacity Expansion, Raising Concerns of Overcapacity and Price Declines
China’s Scrap Copper Supply Tightened by Reverse Invoicing and Strengthening Tax Compliance
China’s EV Makers Turn to Technology Commercialization to Generate Revenue and Spread R&D Costs
iPhone Duo Supply Chain Check: Production Challenges Persist, Assembly Yield Remains Just Above 60% Amid Production Ramp-Up
China’s Long-Term Rental Housing Reset: State Capital Enters, Private Operators Transform
China Rewrites the Rules of Real Estate Finance: Who Bears the Risk When Homebuyers No Longer Fund Development?
Chinese Automakers Take Greater Control of Battery Supply to Break Free from CATL’s Grip
Chagee’s Tea Eggs and Guming’s Beer: Leading Tea Beverage Chains Expand Beyond Tea to Unlock All-Day Growth