Y&T Intelligence

Y&T Intelligence

China Market Intelligence for Institutional Investors. On the Ground. Beyond Headlines.

CHINA MACRO RADAR

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

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

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 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 MARKET WATCH

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

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?

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’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 DEEP DIVE