Y&T Intelligence

Y&T Intelligence

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

CHINA MARKET WATCH

Insurance Funds Rebalance A-Share Portfolios in Q2: Favoring High-Dividend Stocks While Reshuffling Tech Holdings

China’s Thermal Coal Prices Surge Beyond Peak Season to Hit Two-Year High: What’s Driving the Rally?

Chinese Ultra-Long Special Government Bonds Draw Heavy Demand as 10-Year Yield Falls Below 1.7%

Insta360 Tumbles Over 70% in One Year as Revenue Growth Meets Plunging Profits and Intensifying Competition

Beijing’s First Post-New-Policy Land Auction Signals Sharp Cooling in Developer Appetite

China’s Argon Prices Surge Over 250% as Semiconductor and AI Demand Meets Tight Supply

Natural Rubber Prices Hit Nearly Two-Year High, Downstream Tire Makers Raise Prices

China Medical Aesthetics: Upstream Growth Comes Under Pressure, Downstream Chains Gain Momentum

Chinese Memory Chip Companies See Earnings Surge: How Much Room Is Left?

CHINA MACRO RADAR

China Deploys First Batch of RMB 800B New Policy-Based Financial Instrument to Support Investment

China Holds Three “Six Networks” Coordination Meetings in Two Weeks, Accelerating Major Project Rollout

Chinese Local Governments Accelerate Bond Issuance in Aug: Where Did RMB 7.8T Bonds Go in Jan – Aug?

China Ends 30-Year Dividend Tax Exemption for Foreign Investors, Introducing Individual Income Tax

China’s Summer Tourism Demand Disappoints Amid Shifting Travel Preferences: Where Is Growth Moving?

China’s Solar Power Capacity Surpasses Coal for First Time, Industry Overcapacity Persists

CORPORATE DEEP DIVE