Y&T Intelligence

Y&T Intelligence

China Market Intelligence. On the Ground. Beyond Headlines.

CHINA MACRO RADAR

Chinese Banks See First Rebound in Net Interest Margins Since 2022, Profitability Indicators Show Signs of Improvement

China’s July Bank Loans Slump, Overall Credit Expansion Holds Up on Bond Financing

Provincial Audits Expose Risks in SOE Outbound Investments, Citing Weak Risk Controls and Poor Asset Management

China’s Monetary Easing Space Widens as RRR and Rate-Cut Expectations Diverge

China July Economic Preview: Industrial Momentum May Ease, While Consumption and Infrastructure Investment Improve

PBOC Advances Short-Term Rate Framework, Signaling Timely Adjustments to Monetary Policy Tools

China Economic Powerhouse Guangdong’s Foreign Trade Tops 1T Yuan for Second Straight Month, Imports Surge on AI Demand

China’s DR-Based Loans Expand to 16 Provinces, Loan Pricing Shifts to Dual-Anchor Era

CHINA MARKET WATCH

CSRC Flags Accounting and Disclosure Issues at Listed Companies, R&D Expenditures Emerge as Key Focus

Full-Cash Home Purchases Rise in Shenzhen and Guangzhou, Upgrade Demand Shifts Toward Lower-Priced Homes Amid Deleveraging

Hong Kong Eyes New Tax Incentives to Attract Global Financial Talent and Capital

Didi’s 1H26: Steady Growth in Domestic Mobility, Increased Investment in Overseas Markets and AI

DJI and Insta360 Escalate Competition in the Fast-Growing 360-Degree Camera Market

Hang Seng TECH Index Set for Biggest Reform Since 2020 to Broaden Exposure to AI and Hard Tech

China Releases 15th Five-Year Plan for Safety and Emergency Equipment, Targeting 1.4 Trillion Yuan Market by 2030

SMIC’s Q2 Revenue Tops $3 Bn for First Time as AI Demand Drives Volume, Pricing and Margin Expansion

CHINA DEEP DIVE