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Y&T Intelligence
On-the-Ground China Market Intelligence. Real-World Signals for Professionals.
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CHINA MARKET WIRE
New World Development Spins Off Shanghai K11 for REIT Listing in Another Deleveraging Move
New World Development Spins Off Shanghai K11 for REIT Listing in Another Deleveraging Move
HKEX Proposes Raising Major Transaction Threshold to 50% and Strengthening Disclosure Requirements
HKEX Proposes Raising Major Transaction Threshold to 50% and Strengthening Disclosure Requirements
China’s Innovative Drug Sector Stages Strong Rebound: Capital Rotation or Fundamental Touraround?
China’s Innovative Drug Sector Stages Strong Rebound: Capital Rotation or Fundamental Touraround?
Z.ai Open-Sources ZCode Amid Controversy Over Alleged Silent Uploading of Users’ Repository Data
Z.ai Open-Sources ZCode Amid Controversy Over Alleged Silent Uploading of Users’ Repository Data
China Tightens Personal Lending Cost Disclosure: Ending Misleading Marketing Rates, Adding Pressure on Loan-Facilitation Platforms
China Tightens Personal Lending Cost Disclosure: Ending Misleading Marketing Rates, Adding Pressure on Loan-Facilitation Platforms
China’s Pulp Futures Approaches RMB 5,000 as Supply-Demand Conditions Show Marginal Improvement
China’s Pulp Futures Approaches RMB 5,000 as Supply-Demand Conditions Show Marginal Improvement
China Property Stocks Rally on Reported Rules Supporting Existing Home Sales
China Property Stocks Rally on Reported Rules Supporting Existing Home Sales
China Coal Prices Surge in Off-Season as Production Cuts in Major Coal-Producing Region Tighten Supply
China Coal Prices Surge in Off-Season as Production Cuts in Major Coal-Producing Region Tighten Supply
China’s Power Battery Recycling Faces Bottlenecks as 1 Million-Tonne Retirement Wave Nears
China’s Power Battery Recycling Faces Bottlenecks as 1 Million-Tonne Retirement Wave Nears
CHINA MACRO & POLICY
China’s Electricity Consumption Tops 1T kWh for Two Consecutive Months, Driven by Industrial Upgrading and Emerging Technologies
China’s Electricity Consumption Tops 1T kWh for Two Consecutive Months, Driven by Industrial Upgrading and Emerging Technologies
China’s LPR Holds Steady for 16th Consecutive Month Amid Stable Policy Rates and External Constraints
China’s LPR Holds Steady for 16th Consecutive Month Amid Stable Policy Rates and External Constraints
China Proposes Stricter Online Protections for Minors, Limiting AI Companions and Social Features
China Proposes Stricter Online Protections for Minors, Limiting AI Companions and Social Features
China’s August Fiscal Revenue Growth Slows as Tax Revenue Weakens, Fiscal Spending Returns to Decline
China’s August Fiscal Revenue Growth Slows as Tax Revenue Weakens, Fiscal Spending Returns to Decline
China’s Homebuyers Shift Toward Cash Purchases, Household Leverage Falls Sharply Across Multiple Cities
China’s Homebuyers Shift Toward Cash Purchases, Household Leverage Falls Sharply Across Multiple Cities
China’s “New Three” and AI Exports Surge, Labor-Intensive Exports Continue to Improve
China’s “New Three” and AI Exports Surge, Labor-Intensive Exports Continue to Improve
CHINA CORPORATE LENS
iPhone Duo Supply Chain Check: Production Challenges Persist, Assembly Yield Remains Just Above 60% Amid Production Ramp-Up
China’s Long-Term Rental Housing Reset: State Capital Enters, Private Operators Transform
China Rewrites the Rules of Real Estate Finance: Who Bears the Risk When Homebuyers No Longer Fund Development?
Chinese Automakers Take Greater Control of Battery Supply to Break Free from CATL’s Grip
Chagee’s Tea Eggs and Guming’s Beer: Leading Tea Beverage Chains Expand Beyond Tea to Unlock All-Day Growth
China’s Lithium Industry: “Two-Giants Era” Ends as New Leaders Rise
China Banking: Mortgage Contraction Accelerates Shift in Retail Business Model
LONGi Reclaims Global PV Module Shipment Crown as BC Technology Gains Momentum
China’s Solar Shakeout Enters Second Half: Layoffs, Energy-Storage Pivot and Capacity Exits