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Y&T Intelligence
China Market Intelligence for investment professionals. On the Ground. Beyond Headlines.
CHINA MARKET WATCH
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CHINA MARKET WATCH
SMIC Narrows Gap with Samsung Foundry as Diverging Growth Trajectories Reshape Foundry Landscape
SMIC Narrows Gap with Samsung Foundry as Diverging Growth Trajectories Reshape Foundry Landscape
AI Power Demand Fuels Gas Turbine and SOFC Boom, A-Share Companies’ Order Realization Highly Uneven
AI Power Demand Fuels Gas Turbine and SOFC Boom, A-Share Companies’ Order Realization Highly Uneven
Seres and Huawei Revamp Partnership as Automakers Face Growing Profitability Pressure
Seres and Huawei Revamp Partnership as Automakers Face Growing Profitability Pressure
China’s Property Market Enters Era of Existing Homes as Second-Hand Transactions Overtake New Homes
China’s Property Market Enters Era of Existing Homes as Second-Hand Transactions Overtake New Homes
Banks Quietly Raise Business Loan Rates as They Tighten Underwriting and Focus on Loan Quality
Banks Quietly Raise Business Loan Rates as They Tighten Underwriting and Focus on Loan Quality
ByteDance Repositions Feishu for the Agent Era, Stepss Up Investment in Enterprise Market
ByteDance Repositions Feishu for the Agent Era, Stepss Up Investment in Enterprise Market
GAC–FAW Restructuring Signals New Wave of State-Owned Auto Industry Consolidation
GAC–FAW Restructuring Signals New Wave of State-Owned Auto Industry Consolidation
CATL Shares Plunge Amid Mounting Concerns as Automakers Diversify Battery Supply
CATL Shares Plunge Amid Mounting Concerns as Automakers Diversify Battery Supply
China’s First-Tier Resale Home Prices Rise for Sixth Consecutive Month, Recovery Remains Uneven
China’s First-Tier Resale Home Prices Rise for Sixth Consecutive Month, Recovery Remains Uneven
CHINA MACRO & POLICY
China’s State Planner Holds Another Symposium to Bolster Support for Private Investment
China’s State Planner Holds Another Symposium to Bolster Support for Private Investment
China Issues Five-Year Plan for Electronic Information Manufacturing, Setting Four Priorities and RMB 30 Tn Revenue Target
China Issues Five-Year Plan for Electronic Information Manufacturing, Setting Four Priorities and RMB 30 Tn Revenue Target
China Tightens Oversight to Curb SME Arrears: Which Payment Practices Are in Focus?
China Tightens Oversight to Curb SME Arrears: Which Payment Practices Are in Focus?
China’s Industrial Production Rebounds as High-Tech and Equipment Manufacturing Drive Growth
China’s Industrial Production Rebounds as High-Tech and Equipment Manufacturing Drive Growth
China’s Consumer Spending Unexpectedly Slows Again as Auto and Property Weakness Weigh on Growth
China’s Consumer Spending Unexpectedly Slows Again as Auto and Property Weakness Weigh on Growth
China’s Fixed-Asset Investment Decline Deepens as Real Estate and Private Investment Remain Weak
China’s Fixed-Asset Investment Decline Deepens as Real Estate and Private Investment Remain Weak
CHINA MARKET DEEP DIVE
China Rewrites the Rules of Real Estate Finance: Who Bears the Risk When Homebuyers No Longer Fund Development?
Chinese Automakers Take Greater Control of Battery Supply to Break Free from CATL’s Grip
Chagee’s Tea Eggs and Guming’s Beer: Leading Tea Beverage Chains Expand Beyond Tea to Unlock All-Day Growth
China’s Lithium Industry: “Two-Giants Era” Ends as New Leaders Rise
China Banking: Mortgage Contraction Accelerates Shift in Retail Business Model
LONGi Reclaims Global PV Module Shipment Crown as BC Technology Gains Momentum
China’s Solar Shakeout Enters Second Half: Layoffs, Energy-Storage Pivot and Capacity Exits
China’s Apple Supply Chain: From Apple Dependence to Multi-Engine Growth
Behind China Gaming Growth: Widening Divide, Squeezed Mid-Tier Players, Changing Dynamics