Y&T Intelligence

Y&T Intelligence

On-the-Ground China Market Intelligence for Professionals.

CHINA MARKET WIRE

China’s Embodied Intelligence Funding Cools, Investors Shift From Hype to Real Orders

Sales of Lower-Priced Homes in Tier-One Cities Accelerate as Mortgage Interest Subsidy Takes Effect

Shanghai Second-Hand Home Prices Rise YoY for First Time in Three Years, Led by Small, Low-Priced Units

Tencent Hits One-Year Low as AI Spending Squeezes Profit Outlook, Market Value Down Nearly 40% From Peak

CATL’s Q3 Profit Declines QoQ on Tax and Other Changes, Shares Tumble Over 12%

Smart Money Steps Back From China Jushi Despite Record Profit: Social Security Portfolios Cut Holdings, Major Shareholder Cashes Out

Chinese A-Shares See Four Straight Days of Big Buying as ETFs Flee to Quality: What Are They Buying?

China Jushi Posts Record Profit in Q3 as AI Boom Lifts Electronic Cloth Sector

A-Share Deleveraging Deepens: Margin Financing Posts Heavy Outflows as Tech Sectors Bear the Brunt

CHINA MACRO & POLICY

China Launches State-Owned National Data Group to Drive Data Resource Development and Support AI

China Household Snapshot in 9M26: Income Lags GDP, Consumption Lags Income, Services Outpace Goods

China Pledges Stronger Efforts to Boost Consumption and Stabilize Investment, to Unveil Domestic Demand Expansion Plan

Why Is the PBOC Diversifying Loan Pricing Benchmarks and Retiring the Benchmark Deposit and Lending Rates?

PBOC Governor Pan Says RMB Share of International Payments Reaches 6%-7%, Ranking Third Globally

China’s Tax Authority Clarifies Offshore Trust Tax Rules as Oct 22 Transition Deadline Nears

CHINA CORPORATE LENS