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Y&T Intelligence
On-the-Ground China Market Intelligence. Real-World Signals for Professionals.
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CHINA MARKET WIRE
China’s Public REITs Face Deep Correction, With Over 80% Down This Year — Are Valuations Now Attractive?
China’s Public REITs Face Deep Correction, With Over 80% Down This Year — Are Valuations Now Attractive?
Xiaomi Open-Sources MiMo-V2.6, Offering Comparable Intelligence at 1/20 to 1/60 the Price of Overseas Models
Xiaomi Open-Sources MiMo-V2.6, Offering Comparable Intelligence at 1/20 to 1/60 the Price of Overseas Models
China’s Coal Exports Decline 18% MoM in August
China’s Coal Exports Decline 18% MoM in August
BYD’s Xi’an Base Launches Large-Scale Hiring Amid Shifting Production Dynamics
BYD’s Xi’an Base Launches Large-Scale Hiring Amid Shifting Production Dynamics
China’s Ethylene Oxide Prices Hit Multi-Year High, Profitability Diverges Across the Supply Chain
China’s Ethylene Oxide Prices Hit Multi-Year High, Profitability Diverges Across the Supply Chain
New World Development Spins Off Shanghai K11 for REIT Listing in Another Deleveraging Move
New World Development Spins Off Shanghai K11 for REIT Listing in Another Deleveraging Move
HKEX Proposes Lower Transaction Approval Thresholds, Shorter Lock-Up Period for Spin-Off Listings
HKEX Proposes Lower Transaction Approval Thresholds, Shorter Lock-Up Period for Spin-Off Listings
China’s Innovative Drug Sector Stages Strong Rebound: Capital Rotation or Fundamental Touraround?
China’s Innovative Drug Sector Stages Strong Rebound: Capital Rotation or Fundamental Touraround?
Z.ai Open-Sources ZCode Amid Controversy Over Alleged Silent Uploading of Users’ Repository Data
Z.ai Open-Sources ZCode Amid Controversy Over Alleged Silent Uploading of Users’ Repository Data
CHINA MACRO & POLICY
China’s State Planner Unveils 36 Projects to Attract Private Investment in Energy, Water Conservancy and Other Sectors
China’s State Planner Unveils 36 Projects to Attract Private Investment in Energy, Water Conservancy and Other Sectors
China Plans to Expand BeiDou Industry Beyond RMB 1 Trillion Within Five Years
China Plans to Expand BeiDou Industry Beyond RMB 1 Trillion Within Five Years
China’s Electricity Consumption Tops 1T kWh for Two Consecutive Months, Driven by Industrial Upgrading and Emerging Technologies
China’s Electricity Consumption Tops 1T kWh for Two Consecutive Months, Driven by Industrial Upgrading and Emerging Technologies
China’s LPR Holds Steady for 16th Consecutive Month Amid Stable Policy Rates and External Constraints
China’s LPR Holds Steady for 16th Consecutive Month Amid Stable Policy Rates and External Constraints
China Proposes Stricter Online Protections for Minors, Limiting AI Companions and Social Features
China Proposes Stricter Online Protections for Minors, Limiting AI Companions and Social Features
China’s August Fiscal Revenue Growth Slows as Tax Revenue Weakens, Fiscal Spending Returns to Decline
China’s August Fiscal Revenue Growth Slows as Tax Revenue Weakens, Fiscal Spending Returns to Decline
CHINA CORPORATE LENS
China’s EV Makers Turn to Technology Commercialization to Generate Revenue and Spread R&D Costs
iPhone Duo Supply Chain Check: Production Challenges Persist, Assembly Yield Remains Just Above 60% Amid Production Ramp-Up
China’s Long-Term Rental Housing Reset: State Capital Enters, Private Operators Transform
China Rewrites the Rules of Real Estate Finance: Who Bears the Risk When Homebuyers No Longer Fund Development?
Chinese Automakers Take Greater Control of Battery Supply to Break Free from CATL’s Grip
Chagee’s Tea Eggs and Guming’s Beer: Leading Tea Beverage Chains Expand Beyond Tea to Unlock All-Day Growth
China’s Lithium Industry: “Two-Giants Era” Ends as New Leaders Rise
China Banking: Mortgage Contraction Accelerates Shift in Retail Business Model
LONGi Reclaims Global PV Module Shipment Crown as BC Technology Gains Momentum