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Y&T Intelligence
China Market Intelligence. On the Ground. Beyond Headlines.
CHINA MARKET WATCH
ABOUT US
CHINA MACRO RADAR
China’s Deposit Migration Slows in July, Weak Credit Demand Clouds Fund Activation Signal
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
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
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
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’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
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
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 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 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 Spot Polysilicon Prices Surge as Anti-Involution Campaign Deepens
China’s Innovative Drug Stocks Diverge After Sharp Rebound, Sustainability Requires Further Validation
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
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?
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
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
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
Full-Cash Home Purchases Rise in Shenzhen and Guangzhou, Upgrade Demand Shifts Toward Lower-Priced Homes Amid Deleveraging
CHINA DEEP DIVE
Tinergy Chemical’s 11B Yuan Bet on Titanium Dioxide and Iron Phosphate Expansion Raises Capacity and Funding Risks
China’s Storage Module Leader Longsys’ 715-Fold Profit Surge Masks Major Risks
China’s Polysilicon Giants Launch Stronger Anti–Involution Initiative as Regulators Tighten Enforcement
Inside Unitree Robotics’ Ownership Map: How Strategic Investors and State Capital Fueled Thousandfold Valuation Rise
WuXi AppTec Delivers Strong Earnings Rebound as CRDMO Growth Accelerates, Though CXO Recovery Remains Under Review
China Vanke Enters State-Led Governance Era as New Board Takes Office Amid Deepening Financial Challenges
China’s Power Battery Reckoning: Quality Issues, Rising Costs, and New Regulations Squeeze Second-Tier Manufacturers
Zijin Mining Drops Record Allied Gold Takeover, Pivots to Strategic Stake