Y&T Intelligence

Y&T Intelligence

China Market Intelligence. On the Ground. Beyond Headlines.

CHINA MARKET WIRE

Xiaomi Releases Three Self-Developed Chips in Renewed Push for Semiconductor Independence

Nexperia China Rebuilds Operations Through Domestic Supply Chain After Dutch Control Dispute

SHEIN Launches Hong Kong IPO at $27 Bn Valuation Amid Slowing Growth and Rising Global Risks

Hong Kong Banks Tighten Compliance Measures for Some Mainland Investor Accounts

Zijin Mining 1H26: Gold and Copper Boost Strong Earnings Growth, Institutional Investors Build Positions

China Issues New Insurance Asset-Liability Management Rules, Easing Pressure on Smaller Insurers

Alibaba’s HK$80bn Share Placement Triggers Sell-off, Raising Fears of Further Market Downturn Amid Rising Bond Yields

KE Holdings 1H26: Second-Hand Home Transactions Recover, Focus Shifts to Efficiency Amid Challenging Market

CHINA MACRO RADAR

PBOC Liquidity Strategy Shift: Reducing MLF, Expanding Overnight Reverse Repos to Stabilize Short-Term Funding

China’s Fiscal Revenue Grows Fastest in 18 Months in July, but Spending Remains Sluggish

China to Introduce Practical and Effective Incremental Policies in 2H26, Says Vice Finance Minister

China and Switzerland Complete Talks to Upgrade Free Trade Agreement; 99.8% of Swiss Exports to China to Enjoy Zero Tariffs

China Expands Fiscal-Financial Support to Boost Demand, Broadening Consumer Credit Subsidies and Raising Loan Caps

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

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

CORPORATE DEEP DIVE