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On-the-Ground China Market Intelligence for Professionals.
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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
China’s Auto Market Faces Persistent Weakness, Full-Year Domestic Sales Drop Almost Certain
China’s Auto Market Faces Persistent Weakness, Full-Year Domestic Sales Drop Almost Certain
CATL Shares Hit Lowest This Year as Automakers Accelerate Supply-Chain Diversification
CATL Shares Hit Lowest This Year as Automakers Accelerate Supply-Chain Diversification
China’s A-Shares See Slowdown in Margin Financing Amid Weaker Trading and Fading Risk Appetite
China’s A-Shares See Slowdown in Margin Financing Amid Weaker Trading and Fading Risk Appetite
Huawei Commercializes Tau Law with Kirin 9050 Pro, Signaling New Path to Advanced Chip Scaling
Huawei Commercializes Tau Law with Kirin 9050 Pro, Signaling New Path to Advanced Chip Scaling
DeepSeek Cuts Flash API Prices Less Than One Month After Sharp Price Hikes
DeepSeek Cuts Flash API Prices Less Than One Month After Sharp Price Hikes
China’s Energy Storage Battery Capacity Expansion Hits the Brakes
China’s Energy Storage Battery Capacity Expansion Hits the Brakes
China’s Property Management Industry Remains Under Pressure, Sector Enters “Quality over Scale” Era
China’s Property Management Industry Remains Under Pressure, Sector Enters “Quality over Scale” Era
HEYTEA Quietly Resumes Franchise Applications After 18-Month Suspension
HEYTEA Quietly Resumes Franchise Applications After 18-Month Suspension
A-Share Earnings Divergence Deepens: AI-Led Growth Widens the Gap Across Sectors
A-Share Earnings Divergence Deepens: AI-Led Growth Widens the Gap Across Sectors
CHINA MACRO RADAR
China Aug Inflation: CPI and PPI Growth Accelerate Amid Higher International Commodity Prices
China Aug Inflation: CPI and PPI Growth Accelerate Amid Higher International Commodity Prices
After China’s “828” Housing Overhaul, New Rules Take Shape in Local Land Auctions
After China’s “828” Housing Overhaul, New Rules Take Shape in Local Land Auctions
China Issues Five-Year Roadmap for Information and Communications Industry, Eyes 3.8 Trillion Yuan in Investment
China Issues Five-Year Roadmap for Information and Communications Industry, Eyes 3.8 Trillion Yuan in Investment
China’s Export Growth Accelerates to 25% in August, AI Products Remain Key Drivers
China’s Export Growth Accelerates to 25% in August, AI Products Remain Key Drivers
China Issues First National Policy to Drive High-Quality Development of “Traditional and Heritage Industries”
China Issues First National Policy to Drive High-Quality Development of “Traditional and Heritage Industries”
China Deploys First Batch of RMB 800B New Policy-Based Financial Instrument to Support Investment
China Deploys First Batch of RMB 800B New Policy-Based Financial Instrument to Support Investment
CORPORATE DEEP DIVE
Mortgage Retreat Forces a Strategic Shift in China’s Retail Banking
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
BYD’s Overseas Expansion and Premiumization Boost Auto Margins, While FX and Export Mix Pressure Earnings
Beyond 60% Profit Plunge: GWM Faces Growing Risks in Overseas Markets, Premiumization and New Energy
BOC’s Net Profit Grows Fastest Among Large State Banks, NIM Rebounds for First Time in Four Years — What’s Driving the Recovery?