Y&T Intelligence

Y&T Intelligence

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

CHINA MACRO RADAR

China Tightens Real Estate Trust Rules: Higher Entry Barriers and Stricter Limits on Non-Standard Investments

China Introduces Dedicated Urban Renewal Project Loans to Strengthen Market-Based Financing

China’s Manufacturing Activity Contracts More Slowly in Aug as Demand and Production Rebound

CSRC Reiterates Support for Real Estate Developers’ Capital Market Financing

China Overhauls Real Estate Credit System, Extending Mortgage and Development Loan Tenors

China Tightens Housing Presales and Promotes Completed-Home Sales in Major Property Sector Reform

China’s State Planner NDRC Holds Several Meetings to Promote Investment: What Signals Are Being Sent?

China Unveils Implementation Plan to Develop National Logistics Network by 2030

China’s Industrial Profits Surge in Jan-Jul Driven by High-Tech Manufacturing and Cost Improvements

CHINA MARKET WIRE

China’s Smartphone Makers Launch New Round of Cost-Driven Price Increases

China’s AI Chip “Big Four” Report Explosive Revenue Growth, Funding Needs Remain Substantial

China’s Securities Firms Post Sharp Earnings Rebound in 1H26, M&A Reshapes Industry

Z.ai’s Revenue Soars 400% in 1H26 as AI Commercialization Shifts Toward APIs and Cloud Services

China Approves New Batch of QDII Quotas to Ease Overseas Investment Constraints

Semiconductor Silicon Wafers See Broad Price Hike Cycle as AI Demand Tightens Supply

Chinese Airlines in 1H26: State-Owned Carriers Post Losses, All Private Airlines Remain Profitable

ICBC’s 1H26 Earnings Rebound Gains Traction, Retail Asset Quality Remains Under Pressure

CORPORATE DEEP DIVE