Y&T Intelligence

Y&T Intelligence

On-the-Ground China Market Intelligence. Real-World Signals for Professionals.

CHINA MARKET WIRE

New World Development Spins Off Shanghai K11 for REIT Listing in Another Deleveraging Move

HKEX Proposes Raising Major Transaction Threshold to 50% and Strengthening Disclosure Requirements

China’s Innovative Drug Sector Stages Strong Rebound: Capital Rotation or Fundamental Touraround?

Z.ai Open-Sources ZCode Amid Controversy Over Alleged Silent Uploading of Users’ Repository Data

China Tightens Personal Lending Cost Disclosure: Ending Misleading Marketing Rates, Adding Pressure on Loan-Facilitation Platforms

China’s Pulp Futures Approaches RMB 5,000 as Supply-Demand Conditions Show Marginal Improvement

China Property Stocks Rally on Reported Rules Supporting Existing Home Sales

China Coal Prices Surge in Off-Season as Production Cuts in Major Coal-Producing Region Tighten Supply

China’s Power Battery Recycling Faces Bottlenecks as 1 Million-Tonne Retirement Wave Nears

CHINA MACRO & POLICY

China’s Electricity Consumption Tops 1T kWh for Two Consecutive Months, Driven by Industrial Upgrading and Emerging Technologies

China’s LPR Holds Steady for 16th Consecutive Month Amid Stable Policy Rates and External Constraints

China Proposes Stricter Online Protections for Minors, Limiting AI Companions and Social Features

China’s August Fiscal Revenue Growth Slows as Tax Revenue Weakens, Fiscal Spending Returns to Decline

China’s Homebuyers Shift Toward Cash Purchases, Household Leverage Falls Sharply Across Multiple Cities

China’s “New Three” and AI Exports Surge, Labor-Intensive Exports Continue to Improve

CHINA CORPORATE LENS