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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
Evergrande Exits Auto Manufacturing, Underperforming Auto Stocks Surge Amid Industry Restructuring
Evergrande Exits Auto Manufacturing, Underperforming Auto Stocks Surge Amid Industry Restructuring
Chinese Banks Accelerate 2026 Interim Dividends, With Total Payouts Reaching RMB 266.1Bn
Chinese Banks Accelerate 2026 Interim Dividends, With Total Payouts Reaching RMB 266.1Bn
CMC Plans RMB 836M Investment to Gain Control of Huayi Brothers in Proposed Reorganization
CMC Plans RMB 836M Investment to Gain Control of Huayi Brothers in Proposed Reorganization
Lithium Carbonate Futures Slump Over 40% in Four Months Amid Weaker Demand Expectation – What’s Next?
Lithium Carbonate Futures Slump Over 40% in Four Months Amid Weaker Demand Expectation – What’s Next?
China’s Iron Ore Futures Face Pressure as Support Weakens
China’s Iron Ore Futures Face Pressure as Support Weakens
Regulators and Banks in Several Chinese Regions Launch Inspections and Retrospective Reviews as Personal Loan Risks Rise
Regulators and Banks in Several Chinese Regions Launch Inspections and Retrospective Reviews as Personal Loan Risks Rise
Doubao Phone Enters Mass Market as AI Smartphone Competition Intensifies
Doubao Phone Enters Mass Market as AI Smartphone Competition Intensifies
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
CHINA MACRO & POLICY
Decoding China’s Shifting Social Financing Structure: To What Extent Are Low-Cost Bonds Replacing Bank Loans?
Decoding China’s Shifting Social Financing Structure: To What Extent Are Low-Cost Bonds Replacing Bank Loans?
Hong Kong Unveils 11 New Measures to Encourage Childbirth Amid Record-Low Births
Hong Kong Unveils 11 New Measures to Encourage Childbirth Amid Record-Low Births
Hong Kong Accelerates Development of International Gold Market, Explores Allowing Exchange Fund to Increase Gold Holdings
Hong Kong Accelerates Development of International Gold Market, Explores Allowing Exchange Fund to Increase Gold Holdings
Hong Kong’s First Five-Year Plan Puts Offshore RMB Hub at Heart of Financial Strategy
Hong Kong’s First Five-Year Plan Puts Offshore RMB Hub at Heart of Financial Strategy
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 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