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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 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’s DR-Based Loans Expand to 16 Provinces, Loan Pricing Shifts to Dual-Anchor Era
China’s DR-Based Loans Expand to 16 Provinces, Loan Pricing Shifts to Dual-Anchor Era
China’s Bank Bill Rates Stay at Regulatory Floor, Signaling Persistent Weakness in Credit Demand
China’s Bank Bill Rates Stay at Regulatory Floor, Signaling Persistent Weakness in Credit Demand
CHINA MARKET WATCH
Chinese Banks’ Net Interest Margin Rebounds in Q2, Profitability Indicators Show Signs of Improvement
Chinese Banks’ Net Interest Margin Rebounds in Q2, Profitability Indicators Show Signs of Improvement
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
Hong Kong Eyes New Tax Incentives to Attract Global Financial Talent and Capital
Hong Kong Eyes New Tax Incentives to Attract Global Financial Talent and Capital
Didi’s 1H26: Steady Growth in Domestic Mobility, Increased Investment in Overseas Markets and AI
Didi’s 1H26: Steady Growth in Domestic Mobility, Increased Investment in Overseas Markets and AI
DJI and Insta360 Escalate Competition in the Fast-Growing 360-Degree Camera Market
DJI and Insta360 Escalate Competition in the Fast-Growing 360-Degree Camera Market
Hang Seng TECH Index Set for Biggest Reform Since 2020 to Broaden Exposure to AI and Hard Tech
Hang Seng TECH Index Set for Biggest Reform Since 2020 to Broaden Exposure to AI and Hard Tech
China Releases 15th Five-Year Plan for Safety and Emergency Equipment, Targeting 1.4 Trillion Yuan Market by 2030
China Releases 15th Five-Year Plan for Safety and Emergency Equipment, Targeting 1.4 Trillion Yuan Market by 2030
CHINA DEEP DIVE
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
GigaDevice’s Stock Plunges from 846 Yuan to 364 Yuan in 22 Days, 330 Bn Yuan in Market Value Evaporated — What’s Behind the Collapse?