Y&T Intelligence

Y&T Intelligence

On-the-Ground China Market Intelligence for Professionals.

CHINA MARKET WIRE

China’s Rare Earth Leaders All Post Earnings Growth in 9M26, So Why Are Their Shares Sliding?

Chinese Banks’ Q3 Scan: NIMs Rebound on Falling Deposit Costs, Revenue and Profit Growth Accelerate

Hong Kong Rebound Hits Day Five: Internet Giants Take the Lead, Computing Hardware Pulls Back

Chinese Shipping Companies Post Strong Earnings as Tankers Lead and Container and Dry Bulk Markets Rally

AI Floods Micro-Drama Market: China’s 10-Month Output Hits 17 Times 2025 Total, Over 94% AI-Made

China’s Steel Prices Expected to Slide Further in November

A-Share IPO Market Cools in 2H26: Acceptances and Reviews Slow Sharply as Terminations Climb

Shanghai’s October Resale Transactions Hit Nearly Six-Year High, Supported by First-Time Buyer Demand

Tencent Releases New Hunyuan Model Hy4 with Visual Understanding for the First Time, Open-Source Weights Coming Soon

CHINA MACRO & POLICY

China Details the 15th Five-Year Plan Blueprint for Transport, Water and Logistics Infrastructure

Rich but Restrained: Mapping China’s 2025 Household Consumption Across 31 Provinces

China Races Toward 400 km/h: CR450 Nears Commercial Service as 15th Five-Year Plan Sets New Rail Agenda

China Moves to Accelerate Comprehensive AI Legislation While Building Out Sector-Specific Rules

China to Closely Monitor AI’s Impact on Jobs, Strengthen Early Warning, Official Says

China’s State Planner Maps Strategy to Double Emerging Pillar Industries to Over 10 Trillion Yuan by 2030

CHINA CORPORATE LENS