Y&T Intelligence

Y&T Intelligence

On-the-Ground China Market Intelligence for Professionals.

CHINA MACRO RADAR

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’s Consumer Trade-In Subsidy Program Loses Momentum, Home Appliance and Auto Demand Weakens

China’s First DR Benchmark Loans Launched, Expanding Market-Based Loan Pricing Beyond LPR

CHINA MARKET WATCH

China’s Crude Oil LOF Premiums Surge Above 30%, Triggering Multiple Risk Warnings to Curb Speculation

Hong Kong Property Market Rebounds in 2026 as Mainland Buyers Drive Luxury Housing Revival

Over 70% of Chinese Steelmakers Forecast H1 Losses Amid Dual Squeeze from Oversupply and High Cost – What Lies Ahead?

Key Lithium Battery Additive Prices Surge Amid Supply Tightness, Sending Multiple Stocks to Daily Limits

China’s Hog Prices Plunge Again as Supply Glut Overshadows Early Signs of Recovery

New “A-Share King” Takes the Throne: CXMT Opens Up 470% on Shanghai Debut, Market Cap Surpasses RMB 3.3 Trillion

China’s PV Industry Downturn Deepens in H1 2026 Amid Widespread Losses, with Early Signs of Market Rebalancing

Li Auto Begins First Overseas Localized Production Project in Kazakhstan Amid Global Expansion Push

CHINA CORPORATE LENS