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On-the-Ground China Market Intelligence for Professionals.
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China Market Watch
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MORE
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Y&T Intelligence
On-the-Ground China Market Intelligence for Professionals.
CHINA MARKET WATCH
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CHINA MARKET WATCH
Chinese Bank Stocks Rebound Amid Market Rotation: CCB Hits Record High, ICBC Narrows Gap with CXMT
Chinese Bank Stocks Rebound Amid Market Rotation: CCB Hits Record High, ICBC Narrows Gap with CXMT
China’s Broad-Based ETFs Attract RMB 53 Bn in Weekly Inflows, Second-Highest of the Year — Another Wave of Bottom-Fishing?
China’s Broad-Based ETFs Attract RMB 53 Bn in Weekly Inflows, Second-Highest of the Year — Another Wave of Bottom-Fishing?
Techwinsemi Tumbles Over 60% from High as Earnings Slowdown and Memory Cycle Peak Fears Hit Shares
Techwinsemi Tumbles Over 60% from High as Earnings Slowdown and Memory Cycle Peak Fears Hit Shares
Moonshot AI Open-Sources Kimi K3 as US–China AI Tensions Escalate Over Open Weights and Model Distillation
Moonshot AI Open-Sources Kimi K3 as US–China AI Tensions Escalate Over Open Weights and Model Distillation
China’s Brain-Computer Interface Stocks Rallies Amid Policy Support and Commercial Breakthroughs
China’s Brain-Computer Interface Stocks Rallies Amid Policy Support and Commercial Breakthroughs
Chinese AI Models Lead OpenRouter Global Usage Rankings, Technical Gap with US Proprietary Models Remains
Chinese AI Models Lead OpenRouter Global Usage Rankings, Technical Gap with US Proprietary Models Remains
Laopu Gold Shares Plunge After Earnings Forecast as Sharp Q2 Slowdown Triggers Valuation Reset
Laopu Gold Shares Plunge After Earnings Forecast as Sharp Q2 Slowdown Triggers Valuation Reset
Public Funds Intensify Research Activity Amid Market Volatility, AI Supply Chain Stocks Remain Key Focus
Public Funds Intensify Research Activity Amid Market Volatility, AI Supply Chain Stocks Remain Key Focus
CHINA MACRO RADAR
China Issues Lengthy Statement Rejecting Overcapacity Criticism, Calls for Global Cooperation Instead of Protectionism
China Issues Lengthy Statement Rejecting Overcapacity Criticism, Calls for Global Cooperation Instead of Protectionism
China’s Personal Income Tax Revenue Surges in H1, Overtakes Consumption Tax to Become Third-Largest Tax Category
China’s Personal Income Tax Revenue Surges in H1, Overtakes Consumption Tax to Become Third-Largest Tax Category
Preview of July Politburo Meeting: More Targeted Policy Support Expected, Broad Stimulus to Remain Limited
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
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
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 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
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
Economy Snapshot: Guangdong GDP Growth Quickens in H1, Industrial Growth Picks Up But Investment, Consumer Spending Still Weak
CHINA CORPORATE LENS
Intel-Lens Technology Alliance: Inside the Race for Next-Generation AI Packaging
Nike’s China Reset: Cutting Online Distributors to Reclaim Pricing Power and Rebuild Brand Momentum
RedNote’s IPO Plans Under Scrutiny After Former Employee Dispute Highlights VIE, Stock Option, and Governance Concerns
Dobot Faces A-share Listing Test as Equity Dispute Emerges on the Eve of Listing Review
Kimi K3 Disruption: The Rise of Open-Source Frontier AI and the New Battle for Computing Capacity
Peric Special Gases Rides Tungsten Hexafluoride Boom: Record Earnings, Expanding Pricing Power, and Valuation Challenge
Audi’s Price Cuts Reflect Growing Pressure on BBA in China — A Shift in Luxury Pricing and Market Strategy
Chinese Lithium Industry Earnings Recover Amid Lithium Prices Rebound – Yet Equity Markets Remain Cautious