Y&T Intelligence

Y&T Intelligence

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

CHINA MARKET WATCH

Li Auto Increase Stake in Sunwoda Power as Automakers Shift Toward Diversified Battery Supply

Insurance Funds Rebalance A-Share Portfolios in Q2: Favoring High-Dividend Stocks While Reshuffling Tech Holdings

China’s Thermal Coal Prices Surge Beyond Peak Season to Hit Two-Year High: What’s Driving the Rally?

Chinese Ultra-Long Special Government Bonds Draw Heavy Demand as 10-Year Yield Falls Below 1.7%

Insta360 Tumbles Over 70% in One Year as Revenue Growth Meets Plunging Profits and Intensifying Competition

Beijing’s First Post-New-Policy Land Auction Signals Sharp Cooling in Developer Appetite

China’s Argon Prices Surge Over 250% as Semiconductor and AI Demand Meets Tight Supply

Natural Rubber Prices Hit Nearly Two-Year High, Downstream Tire Makers Raise Prices

China Medical Aesthetics: Upstream Growth Comes Under Pressure, Downstream Chains Gain Momentum

CHINA MACRO RADAR

China Deploys First Batch of RMB 800B New Policy-Based Financial Instrument to Support Investment

China Holds Three “Six Networks” Coordination Meetings in Two Weeks, Accelerating Major Project Rollout

Chinese Local Governments Accelerate Bond Issuance in Aug: Where Did RMB 7.8T Bonds Go in Jan – Aug?

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

CORPORATE DEEP DIVE