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On-the-Ground China Market Intelligence for Professionals.
Home
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China Market Watch
China Corporate Lens
China Macro & Policy Radar
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Y&T Intelligence
On-the-Ground China Market Intelligence for Professionals.
CHINA MARKET WATCH
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CHINA MACRO RADAR
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’s Consumer Trade-In Subsidy Program Loses Momentum, Home Appliance and Auto Demand Weakens
China’s Consumer Trade-In Subsidy Program Loses Momentum, Home Appliance and Auto Demand Weakens
China’s First DR Benchmark Loans Launched, Expanding Market-Based Loan Pricing Beyond LPR
China’s First DR Benchmark Loans Launched, Expanding Market-Based Loan Pricing Beyond LPR
CHINA MARKET WATCH
China’s Crude Oil LOF Premiums Surge Above 30%, Triggering Multiple Risk Warnings to Curb Speculation
China’s Crude Oil LOF Premiums Surge Above 30%, Triggering Multiple Risk Warnings to Curb Speculation
Hong Kong Property Market Rebounds in 2026 as Mainland Buyers Drive Luxury Housing Revival
Hong Kong Property Market Rebounds in 2026 as Mainland Buyers Drive Luxury Housing Revival
Over 70% of Chinese Steelmakers Forecast H1 Losses Amid Dual Squeeze from Oversupply and High Cost – What Lies Ahead?
Over 70% of Chinese Steelmakers Forecast H1 Losses Amid Dual Squeeze from Oversupply and High Cost – What Lies Ahead?
Key Lithium Battery Additive Prices Surge Amid Supply Tightness, Sending Multiple Stocks to Daily Limits
Key Lithium Battery Additive Prices Surge Amid Supply Tightness, Sending Multiple Stocks to Daily Limits
China’s Hog Prices Plunge Again as Supply Glut Overshadows Early Signs of Recovery
China’s Hog Prices Plunge Again as Supply Glut Overshadows Early Signs of Recovery
New “A-Share King” Takes the Throne: CXMT Opens Up 470% on Shanghai Debut, Market Cap Surpasses RMB 3.3 Trillion
New “A-Share King” Takes the Throne: CXMT Opens Up 470% on Shanghai Debut, Market Cap Surpasses RMB 3.3 Trillion
China’s PV Industry Downturn Deepens in H1 2026 Amid Widespread Losses, with Early Signs of Market Rebalancing
China’s PV Industry Downturn Deepens in H1 2026 Amid Widespread Losses, with Early Signs of Market Rebalancing
Li Auto Begins First Overseas Localized Production Project in Kazakhstan Amid Global Expansion Push
Li Auto Begins First Overseas Localized Production Project in Kazakhstan Amid Global Expansion Push
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