Y&T Intelligence

Y&T Intelligence

On-the-Ground China Market Intelligence for Professionals.

CHINA MARKET WATCH

Chinese Bank Stocks Rebound Amid Market Rotation: CCB Hits Record High, ICBC Narrows Gap with CXMT

China’s Broad-Based ETFs Attract RMB 53 Bn in Weekly Inflows, Second-Highest of the Year — Another Wave of Bottom-Fishing?

Techwinsemi Tumbles Over 60% from High as Earnings Slowdown and Memory Cycle Peak Fears Hit Shares

Moonshot AI Open-Sources Kimi K3 as US–China AI Tensions Escalate Over Open Weights and Model Distillation

China’s Brain-Computer Interface Stocks Rallies Amid Policy Support and Commercial Breakthroughs

Chinese AI Models Lead OpenRouter Global Usage Rankings, Technical Gap with US Proprietary Models Remains

Laopu Gold Shares Plunge After Earnings Forecast as Sharp Q2 Slowdown Triggers Valuation Reset

Public Funds Intensify Research Activity Amid Market Volatility, AI Supply Chain Stocks Remain Key Focus

CHINA MACRO RADAR

China Issues Lengthy Statement Rejecting Overcapacity Criticism, Calls for Global Cooperation Instead of Protectionism

China’s Personal Income Tax Revenue Surges in H1, Overtakes Consumption Tax to Become Third-Largest Tax Category

Preview of July Politburo Meeting: More Targeted Policy Support Expected, Broad Stimulus to Remain Limited

China’s Industrial Firms See H1 Operating Profit Margin Hit Highest Since 2024, Cash Flow and Demand Pressures Persist

PBOC Steps Up Overnight Reverse Repo Operations to Stabilise Cross-Month Liquidity

China Tightens Offshore Trust Tax Rules, Introducing Look-Through Taxation for Cross-Border Wealth Structures

China’s Provincial Economic Growth Divergence Widens in H1, New Growth Drivers Reshape Regional Performance

Economy Snapshot: Guangdong GDP Growth Quickens in H1, Industrial Growth Picks Up But Investment, Consumer Spending Still Weak

CHINA CORPORATE LENS