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Y&T Intelligence
China Market Intelligence. On the Ground. Beyond Headlines.
CHINA MARKET WATCH
ABOUT US
CHINA MARKET WIRE
Pop Mart’s H1 Results: Strong China Growth, Overseas Decline and More Cautious Outlook
Pop Mart’s H1 Results: Strong China Growth, Overseas Decline and More Cautious Outlook
Xiangpiaopiao Posts First Profitable H1 Results in Seven Years, Marking Turnaround in Earnings
Xiangpiaopiao Posts First Profitable H1 Results in Seven Years, Marking Turnaround in Earnings
Ping An Insurance Reports 8.3% Rise in H1 Operating Profit as Investment Gains Surge
Ping An Insurance Reports 8.3% Rise in H1 Operating Profit as Investment Gains Surge
China’s Service Consumption and E-Commerce Outpace Overall Consumption, Services Trade Deficit Narrows
China’s Service Consumption and E-Commerce Outpace Overall Consumption, Services Trade Deficit Narrows
Hisense Faces Profitability Reset as HVAC Slumps, Overseas Margins Tighten and Strategy Shifts Toward Technology
Hisense Faces Profitability Reset as HVAC Slumps, Overseas Margins Tighten and Strategy Shifts Toward Technology
Shanghai Announce Further Property Easing: Cuts Second-Home Down Payment Outside Outer Ring, Expands Provident Fund Use
Shanghai Announce Further Property Easing: Cuts Second-Home Down Payment Outside Outer Ring, Expands Provident Fund Use
Unitree’s IPO Reality Check: Shares Slide as Founder Warns Humanoid Robots Are Not Ready for Mass Factory Deployment
Unitree’s IPO Reality Check: Shares Slide as Founder Warns Humanoid Robots Are Not Ready for Mass Factory Deployment
China Escalates Retaliation Against EU Foreign Subsidies Investigations
China Escalates Retaliation Against EU Foreign Subsidies Investigations
CHINA MACRO RADAR
China’s Consumption Shift: Three Growth Engines Emerge Amid Structural Slowdown
China’s Consumption Shift: Three Growth Engines Emerge Amid Structural Slowdown
China’s Youth Unemployment Rate Hits Three-Year July High, Migrant Workers Also Face Rising Employment Pressure
China’s Youth Unemployment Rate Hits Three-Year July High, Migrant Workers Also Face Rising Employment Pressure
PBOC Expands Overnight Reverse Repo Operations, Reflecting New Phase in Liquidity Management
PBOC Expands Overnight Reverse Repo Operations, Reflecting New Phase in Liquidity Management
China Set to Tighten Loan Facilitation Rules, Restricting Platform Revenue Sharing and Financing Channels
China Set to Tighten Loan Facilitation Rules, Restricting Platform Revenue Sharing and Financing Channels
China’s Household Deleveraging Deepens as Early Repayments Squeeze Credit Growth
China’s Household Deleveraging Deepens as Early Repayments Squeeze Credit Growth
China Unveils New Housing Provident Fund Rules, Expanding Coverage and Simplifying Withdrawal Procedures
China Unveils New Housing Provident Fund Rules, Expanding Coverage and Simplifying Withdrawal Procedures
China Moves to Unlock County-Level Consumption Growth with New Policy Package
China Moves to Unlock County-Level Consumption Growth with New Policy Package
Chinese Premier Li Flags Weak Domestic Demand, Calls for Additional Growth-Stabilization Measures
Chinese Premier Li Flags Weak Domestic Demand, Calls for Additional Growth-Stabilization Measures
China’s Housing Recovery Loses Momentum in July as Gains Fail to Spread Beyond Top-Tier Cities
China’s Housing Recovery Loses Momentum in July as Gains Fail to Spread Beyond Top-Tier Cities
CORPORATE DEEP DIVE
Xiaomi Q2 2026: Smartphone Margins Squeezed by Cost Inflation, Auto and AI Fuel Strategic Diversification
Triumph New Energy’s Downward Spiral: PV Glass Overcapacity, Mounting Debt, and No Easy Way Out
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