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Y&T Intelligence
China Market Intelligence for Institutional Investors. On the Ground. Beyond Headlines.
CHINA MARKET WATCH
ABOUT US
CHINA MACRO RADAR
China’s DR-Based Loans Expand to 16 Provinces, Loan Pricing Shifts to Dual-Anchor Era
China’s DR-Based Loans Expand to 16 Provinces, Loan Pricing Shifts to Dual-Anchor Era
China’s Bank Bill Rates Stay at Regulatory Floor, Signaling Persistent Weakness in Credit Demand
China’s Bank Bill Rates Stay at Regulatory Floor, Signaling Persistent Weakness in Credit Demand
China’s 15th Five-Year Coal Industry Plan Targets Structural Optimization, Supply Resilience and Industry Modernization
China’s 15th Five-Year Coal Industry Plan Targets Structural Optimization, Supply Resilience and Industry Modernization
China’s July Inflation Cools Sharply as Oil Prices Weigh and Domestic Price Momentum Softens
China’s July Inflation Cools Sharply as Oil Prices Weigh and Domestic Price Momentum Softens
Beijing Further Eases Property Policy: Lowering Home Purchase Restrictions, Expanding Housing Finance Support
Beijing Further Eases Property Policy: Lowering Home Purchase Restrictions, Expanding Housing Finance Support
PBOC Extends Gold-Buying Streak to 21 Months, China’s FX Reserves Edge Higher in July
PBOC Extends Gold-Buying Streak to 21 Months, China’s FX Reserves Edge Higher in July
China’s Foreign Trade Remains Resilient in July Driven by AI Exports, but Growth Slows from June’s Surge
China’s Foreign Trade Remains Resilient in July Driven by AI Exports, but Growth Slows from June’s Surge
China’s July Inflation Expected to Ease as CPI Growth Narrows and PPI Recovery Loses Momentum
China’s July Inflation Expected to Ease as CPI Growth Narrows and PPI Recovery Loses Momentum
CHINA MARKET WATCH
DeepSeek Registers Dedicated Harness Account, Signaling Potential AI Agent Launch Ahead
DeepSeek Registers Dedicated Harness Account, Signaling Potential AI Agent Launch Ahead
China’s Innovative-Drug Rally: Policy Tailwinds, Global Expansion and the Emerging Valuation Divide
China’s Innovative-Drug Rally: Policy Tailwinds, Global Expansion and the Emerging Valuation Divide
Manus to Resume Independent Operations, Tencent Set to Become Largest Shareholder
Manus to Resume Independent Operations, Tencent Set to Become Largest Shareholder
China’s Dye Prices Surge on Raw Material Shortages, Boosting Leaders While Squeezing Textile Manufacturers
China’s Dye Prices Surge on Raw Material Shortages, Boosting Leaders While Squeezing Textile Manufacturers
Lithium Carbonate Prices Rebound as Tight Supply-Demand Balance and Resilient Demand Eases Oversupply Concerns
Lithium Carbonate Prices Rebound as Tight Supply-Demand Balance and Resilient Demand Eases Oversupply Concerns
China’s Auto Market Slump Deepens: Passenger-Car Retail Sales Slide Over 20% in July
China’s Auto Market Slump Deepens: Passenger-Car Retail Sales Slide Over 20% in July
China’s Coal Prices Surge Amid Supply Constraints, Peak Summer Demand, and Capacity Reform
China’s Coal Prices Surge Amid Supply Constraints, Peak Summer Demand, and Capacity Reform
China’s New LOF Delisting Rules Trigger Sharp Premium Compression and Trading Surge
China’s New LOF Delisting Rules Trigger Sharp Premium Compression and Trading Surge
CHINA DEEP DIVE
China’s Polysilicon Giants Launch Stronger Anti–Involution Initiative as Regulators Tighten Enforcement
Inside Unitree Robotics’ Ownership Map: How Strategic Investors and State Capital Fueled Thousandfold Valuation Rise
WuXi AppTec Delivers Strong Earnings Rebound as CRDMO Growth Accelerates, Though CXO Recovery Remains Under Review
China Vanke Enters State-Led Governance Era as New Board Takes Office Amid Deepening Financial Challenges
China’s Power Battery Reckoning: Quality Issues, Rising Costs, and New Regulations Squeeze Second-Tier Manufacturers
Zijin Mining Drops Record Allied Gold Takeover, Pivots to Strategic Stake
GigaDevice’s Stock Plunges from 846 Yuan to 364 Yuan in 22 Days, 330 Bn Yuan in Market Value Evaporated — What’s Behind the Collapse?
Intel-Lens Technology Alliance: Inside the Race for Next-Generation AI Packaging