Y&T Intelligence

Y&T Intelligence

China Market Intelligence for investment professionals. On the Ground. Beyond Headlines.

CHINA MARKET WATCH

Evergrande Exits Auto Manufacturing, Underperforming Auto Stocks Surge Amid Industry Restructuring

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

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

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

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

CHINA MACRO & POLICY

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 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

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 MARKET DEEP DIVE