Y&T Intelligence

Y&T Intelligence

On-the-Ground China Market Intelligence for Professionals.

CHINA MARKET WIRE

China Steps Up Market-Stabilization Efforts: Two Monetary Policy Tools Strengthened, Buyback Rules Eased, Margin Requirement Ratio Lowered

Airlines Lose, Rails Win: China’s Beijing-Shanghai High-Speed Railway Keeps Compounding Profits

PBOC to Launch Third Round of Swap Facility Operations to Boost Liquidity After Oct Market Sell-Off

HKMA Launches “SAGE” Project to Build Governance and Enablement Framework for AI Agent-Driven Finance

China’s Raw Milk Prices Turn Up After 53 Months: Dairy’s Profit Playbook Is Being Tested

China’s Three Oil Majors Stage Collective Profit Recovery on Crude Price Rebound, Downstream Recovery Lags

China’s Big Insurers See Q3 Profits Plunge: Market Volatility, New Accounting Rules and the Limits of Spread-Driven Model

China’s Liquor Industry Extends Slide in Q3, High-End Players Diverge Sharply

China Vanke’s Wall of Short-Term Debt Hits RMB 190 Bn, Nine-Month Loss Shrinks 14.6%

CHINA MACRO & POLICY

China’s State Council Issues Plan to Build “Employment-Friendly” AI Development Model

China’s October Manufacturing PMI Slips Back into Contraction as Supply and Demand Both Weaken

PBOC Policy Rate “Anchor Switch” Takes Effect, Overnight Reverse Repo Takes Over as Main Policy Rate

China’s 3Q26 Loan Allocation: Corporate Lending Carries Growth, Tech and Green in Front, as Property and Household Credit Contract

Major Projects Accelerate Across Multiple Chinese Regions; Full-Year Infrastructure Investment Growth Could Turn Positive

China’s Power Demand Cools in Q3 as Solar Overtook Coal, Data Centers and EV Charging Drive Growth

CHINA CORPORATE LENS