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Y&T Intelligence
China Market Intelligence for Institutional Investors. On the Ground. Beyond Headlines.
CHINA MARKET WATCH
ABOUT US
CHINA MACRO RADAR
China Releases Five-Year Plan for Coal Industry, Targeting Capacity Optimization, Supply Security and Modernization
China Releases Five-Year Plan for Coal Industry, Targeting Capacity Optimization, Supply Security and Modernization
China’s July Inflation Cools Sharply as Oil Prices Weigh and Domestic Price Momentum Softens
China’s July Inflation Cools Sharply as Oil Prices Weigh and Domestic Price Momentum Softens
Beijing Further Eases Property Policy: Lowering Home Purchase Restrictions, Expanding Housing Finance Support
Beijing Further Eases Property Policy: Lowering Home Purchase Restrictions, Expanding Housing Finance Support
PBOC Extends Gold-Buying Streak to 21 Months, China’s FX Reserves Edge Higher in July
PBOC Extends Gold-Buying Streak to 21 Months, China’s FX Reserves Edge Higher in July
China’s Foreign Trade Remains Resilient in July Driven by AI Exports, but Growth Slows from June’s Surge
China’s Foreign Trade Remains Resilient in July Driven by AI Exports, but Growth Slows from June’s Surge
China’s July Inflation Expected to Ease as CPI Growth Narrows and PPI Recovery Loses Momentum
China’s July Inflation Expected to Ease as CPI Growth Narrows and PPI Recovery Loses Momentum
China’s Local Government Finances Recover Slightly in H1, but Fiscal Pressures Remain Acute
China’s Local Government Finances Recover Slightly in H1, but Fiscal Pressures Remain Acute
China Launches Broad Countermeasures Against US Tech and Trade Restrictions, Highlighting Supply Chain Competition
China Launches Broad Countermeasures Against US Tech and Trade Restrictions, Highlighting Supply Chain Competition
CHINA MARKET WATCH
ByteDance’s AI Model Doubao’s 12% Hotel Channel Fee Sparks Debate Over AI Recommendations, Advertising, and Commercialization
ByteDance’s AI Model Doubao’s 12% Hotel Channel Fee Sparks Debate Over AI Recommendations, Advertising, and Commercialization
China’s eVTOL Commercialization: Cargo eVTOLs Set to Take the Lead, Energy Replenishment Solutions Remain Divided
China’s eVTOL Commercialization: Cargo eVTOLs Set to Take the Lead, Energy Replenishment Solutions Remain Divided
Midea Real Estate’s Profit Model Shifts After Development Spin-Off, Asset Operations Emerge as Core Profit Engine
Midea Real Estate’s Profit Model Shifts After Development Spin-Off, Asset Operations Emerge as Core Profit Engine
Longsys’ H1 Net Profit Soars 715-Fold: Can Strong Growth Ease Concerns Over Premium-Priced Private Placement?
Longsys’ H1 Net Profit Soars 715-Fold: Can Strong Growth Ease Concerns Over Premium-Priced Private Placement?
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 Thermal Coal Output Recovers, but Demand Still Supports Prices
China Thermal Coal Output Recovers, but Demand Still Supports Prices
China’s PV Industry Shows Early Signs of Recovery, Industry Leader’s Module Margin Turn Positive for First Time Since 2025
China’s PV Industry Shows Early Signs of Recovery, Industry Leader’s Module Margin Turn Positive for First Time Since 2025
China’s Renewable Energy Expansion Faces New Challenge: Addressing Declining Utilization and System Integration Bottlenecks
China’s Renewable Energy Expansion Faces New Challenge: Addressing Declining Utilization and System Integration Bottlenecks
CHINA DEEP DIVE
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?
Intel-Lens Technology Alliance: Inside the Race for Next-Generation AI Packaging