Y&T Intelligence

Y&T Intelligence

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

CHINA MARKET WATCH

China Steel Prices Seen Rising Further in September

Chinese Banks Face Mounting Retail Credit Pressure as NPLs Rise and Risk Recognition Accelerates

Unitree’s Stock Roller Coaster Exposes Valuation Challenge Facing Humanoid Robotics

Tencent WorkBuddy Opens Agent Platform, Escalating China’s AI Office Ecosystem Battle

China Issues Guidelines to Regulate Automakers’ Overseas Competition

Foreign Institutions Expand A-Share Holdings: Key Sector and Stock Allocation Shifts

China Launches Coke Options, Completing Ferrous Industry Derivatives Toolkit

A-Share 1H26: Revenue Growth Masks Widespread Profit Pressure Across Key Industries

AI Supercharges China Electronics: Record 1H26 Earnings Signal Shift in Industry Winners

CHINA MACRO RADAR

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

China Government Debt Tops RMB 100T Amid Proactive Fiscal Policy, Implicit Local Government Debt Falls Sharply

China Tightens Real Estate Trust Rules: Higher Entry Barriers and Stricter Limits on Non-Standard Investments

China Introduces Dedicated Urban Renewal Project Loans to Strengthen Market-Based Financing

CORPORATE DEEP DIVE