Y&T Intelligence

Y&T Intelligence

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

CHINA MARKET WIRE

Meituan Returns to Profit as Food-Delivery War Cools, Core Local Commerce Recovers

China Vanke’s Losses Deepen to RMB 16B in 1H26 Amid Property Downturn and Intensifying Debt Pressure

China Exposes Production Consistency Violations at Multiple Automakers as Oversight Tightens

China’s Newly Added Energy Storage Capacity Falls 18% YoY in H1 2026, Projects Get Larger and Longer-Duration

Shui On Land Returns to Profit in 1H26, Considers Land Buying as It Sees China’s Property Market Nearing Bottom

Sunrise Raises RMB 2B as China’s AI Inference Chip Sector Heats Up, Valuation Doubles in Four Months

Insta360’s 1H26 Profit Plunges Over 90% as Costs Surge and Competition Intensifies, Q2 Swings to Loss

China Consumer Electronics: AI-Driven Profit Reallocation Amid Rising Component Costs and Accelerating Overseas Expansion

CHINA MACRO RADAR

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 Accelerates “Six-Network” Initiative, Establishing Diversified Investment and Financing Models

China to Expand BeiDou Industry to Trillion-Yuan Scale in Five Years, Second Batch of City Pilots to Launch

China’s Mortgage Subsidy Push Gains Momentum as Cities Seek to Revive Housing Demand

China Advances Autonomous Vehicle Legalization with New Road Traffic Law Amendment

CORPORATE DEEP DIVE