Y&T Intelligence

Y&T Intelligence

China Market Intelligence for Institutional Investors. On the Ground. Beyond Headlines.

CHINA MACRO RADAR

China’s July Inflation Cools Sharply as Oil Prices Weigh and Domestic Price Momentum Softens

Beijing Further Eases Property Policy: Lowering Home Purchase Restrictions, Expanding Housing Finance Support

PBOC Extends Gold-Buying Streak to 21 Months, China’s FX Reserves Edge Higher in July

China’s Foreign Trade Remains Resilient in July Driven by AI Exports, but Growth Slows from June’s Surge

China’s July Inflation Expected to Ease as CPI Growth Narrows and PPI Recovery Loses Momentum

China’s Local Government Finances Recover Slightly in H1, but Fiscal Pressures Remain Acute

China Launches Broad Countermeasures Against US Tech and Trade Restrictions, Highlighting Supply Chain Competition

China’s Local Bond Issuance Slows Again in July — H2 Fund Deployment in Focus

CHINA MARKET WATCH

China Auto Market Polarization: Premium EVs Gain Momentum as Low-End Segments Face Structural Decline

Moore Threads Launches Hong Kong Listing Plan Eight Months After Its STAR Market Debut

China Pharma Rally Gains Momentum on Innovative Drugs and CXO Recovery, Industry Leaders Raise Full-Year Guidance

MLCC Market Check: AI Demand Tightens High-Capacitance Supply, Driving Structural Market Rebalancing

China’s Deposit Market Sees Divergence: Some Banks Cut Rates While Others Raise Them to Compete for Funds

China’s Exchanges Set LOF Delisting Timeline as Excessive Premiums Highlight Structural Market Inefficiencies

Cambricon Posts Strong 1H26 Earnings, but Sequential Revenue Growth Slows Amid Intensifying Competiton

Export Ban Drives Surge in China’s Nonferrous Metal Stocks, Supply Impact Expected Be Limited

CHINA DEEP DIVE