Y&T Intelligence

Y&T Intelligence

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CHINA MARKET WATCH

China’s Leading Polysilicon Stocks Fall to Multi-Year Lows—Can New Energy Efficiency Standards Trigger a Turnaround?

China’s Excavator Sales Rise Over 30% in June Driven by Major Projects and Equipment Replacement Cycle

Tong Ren Tang Healthcare Plunges Nearly 40% on Hong Kong Debut Amid High Valuation and Weakening Fundamentals

China Expands Southbound Bond Connect, Unveils 11 Measures to Strengthen Hong Kong as Offshore RMB and Fixed-Income Hub

China Consumer Finance Sector Sees Record Bad Loan Disposals, Younger-Aged NPLs Gain Share

China’s EV Shake-Up in 2026: Leapmotor Surges to the Top in H1, Competition Turns Into Brutal Fight for Survival

China’s Summer Holiday Airfares Plunge, Some Popular Routes See Prices Fall Below High-Speed Rail Fares

Hong Kong Launches Gold Central Clearing System Trial Operatioin, Plans Yuan-Denominated Gold Futures

CHINA MACRO RADAR

All 2026 Funding for “Two Major” Projects Allocated: How Will China Further Boost Investment in H2?

How This Local Government Inflated Fiscal Revenue Through Round-Tripped Land Transactions

China Releases 15th Five-Year Plan for Circular Economy, Output Expected to reach 8 Trillion Yuan by 2030

China to End Long-standing Vehicle Tax Incentives for Certain NEVs – What’s Driving the Policy Change?

China Tightens PV Energy Efficiency Standards to Accelerate Capacity Exit and Anti-Involution Reform

China’s State Planner Holds National Meeting to Promote Private Investment, Expects Six Emerging Pillar Industries to Exceed 10 Tn Yuan in 2026 – 2030

China–EU Establish Trade and Investment Consultation Mechanism with Four Working Groups to Address Mutual Concerns

China Manufacturing Activity Returns to Expansion in June Driven by Improving Demand, Profit Pressure Persists

China Corporate Lens