Y&T Intelligence

Y&T Intelligence

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

CHINA MARKET WATCH

SMIC Narrows Gap with Samsung Foundry as Diverging Growth Trajectories Reshape Foundry Landscape

AI Power Demand Fuels Gas Turbine and SOFC Boom, A-Share Companies’ Order Realization Highly Uneven

Seres and Huawei Revamp Partnership as Automakers Face Growing Profitability Pressure

China’s Property Market Enters Era of Existing Homes as Second-Hand Transactions Overtake New Homes

Banks Quietly Raise Business Loan Rates as They Tighten Underwriting and Focus on Loan Quality

ByteDance Repositions Feishu for the Agent Era, Stepss Up Investment in Enterprise Market

GAC–FAW Restructuring Signals New Wave of State-Owned Auto Industry Consolidation

CATL Shares Plunge Amid Mounting Concerns as Automakers Diversify Battery Supply

China’s First-Tier Resale Home Prices Rise for Sixth Consecutive Month, Recovery Remains Uneven

CHINA MACRO & POLICY

China’s State Planner Holds Another Symposium to Bolster Support for Private Investment

China Issues Five-Year Plan for Electronic Information Manufacturing, Setting Four Priorities and RMB 30 Tn Revenue Target

China Tightens Oversight to Curb SME Arrears: Which Payment Practices Are in Focus?

China’s Industrial Production Rebounds as High-Tech and Equipment Manufacturing Drive Growth

China’s Consumer Spending Unexpectedly Slows Again as Auto and Property Weakness Weigh on Growth

China’s Fixed-Asset Investment Decline Deepens as Real Estate and Private Investment Remain Weak

CHINA MARKET DEEP DIVE