天下工厂产业研究院 天下工厂产业研究院

Report library

Report library

All published research. Filter by section, series, province and year; filters can be combined.

698studies

Insights

Baotou's Two Ordnance Plants: Seventy Years of Yiji and Erji (1954–2026)

Yiji (Inner Mongolia First Machinery Group, Plant 617) and Erji (Inner Mongolia North Heavy Industries Group, Plant 447), both among the Soviet-assisted "156 Projects," were founded in Baotou's Qingshan District in 1954. This report traces their products, military-to-civilian conversion and capital paths, analyzes ten years of the listed company's annual reports, assembles NHI Group's operating data, and uses the Tianxia Gongchang database to examine Baotou's equipment-manufacturing base.

Research Report

China General-Purpose Servo Market White Paper (2026) Released: Market at RMB 22.96 Billion, Still 7.1% Below the 2021 Peak

39 pages, 28 charts. China's general-purpose servo market grew 8.0% in 2025; 77.8% of the increment came from three industries and 73.6% went to a single vendor. All five listed companies sampled saw unit shipments grow faster than revenue, with average unit prices down 3.9% to 18.3% year on year.

Research Report

China Low-Voltage Switchgear Market White Paper (2026): RMB 109.9 Bn at Home, RMB 181.4 Bn Exported

44 pages, 16 charts. We split one year of this industry's books into four non-overlapping measurement bases and found that 64% of the 3.1% growth came from an expansion of statistical scope, while the real growth happened at customs.

Research Report

2026 China High-Temperature Superconductor Industry: Market Size & Competitive Landscape

Superconductivity is over 110 years old, yet China's entire HTS tape market sells only a few hundred million yuan a year. Now fusion brings real orders: one compact tokamak consumes some 10,000 km of REBCO tape. This report dissects the business of selling certainty to a dream: one of the world's only two kilometer-scale tape makers in Shanghai, localization of substrates, targets and equipment, the LTS/HTS accounting traps, and a 2026-2030 outlook set by the fusion calendar.

Research Report

2026 China Electric Motor Industry: Market Size & Competitive Landscape

Everything that spins hides an electric motor, yet no consumer can name a motor brand. This report dissects the heart of industry: the volume-down-value-up shift since the 2021 output peak, high-efficiency motor output rising from 39% to 73% in three years, WEG overtaking ABB while Nidec exits EV traction, 7.76 million EV drive units and their profit squeeze, humanoid-robot hype versus a RMB 209M frameless-motor market, and a 2026-2030 outlook.

Research Report

2026 China Surface Treatment Industry: Market Size & Competitive Landscape

The last stop for almost every industrial product is a plating tank, an anodizing line or a spray booth. Surface treatment never appears on the nameplate, yet it decides how long a product lasts. This report dissects the invisible industry: a RMB 180 billion plating services market, 40,000+ companies, some 160 centralized parks, two decades of environmental consolidation, the localization battle in chemistry, the copper foil bust, semiconductor plating growth, and a 2026-2030 outlook.

Yunnan

Yuxi Industry: A Second Venture After the Cigarette

Yuxi is a city shaped by a single cigarette: in 2024 its per-capita GDP of ~114,000 yuan ranked first in Yunnan, yet tobacco made up roughly 70% of above-scale industrial profit. This report dissects this 'tobacco city': from the rise of Hongta Group and a balanced look at Chu Shijian, to the Dahongshan steel tradition and a hundred-billion-yuan new-energy battery cluster led by global separator champion Semcorp, to Tonghai vegetables and Chu Orange—Yuxi's second venture 'after the cigarette.'

Yunnan

Kunming Industry: A Provincial Capital's Industrial Breakout

Kunming is an industrial city hidden behind its 'Spring City' image: in 2024 its GDP reached 827.5 billion yuan, a quarter of Yunnan's total. This report dissects this provincial capital's industry: from its Third Front equipment base, petrochemicals, and metallurgy, to a 'City of Medicine' (Yunnan Baiyao, Winona, Walvax) and Asia's largest flower market at Dounan, to the China-Laos Railway hub—and its breakout paths toward the high end, green, openness, and reform.

Reports

2026 China Sewing Machinery Industry: Market Size & Competitive Landscape

In 2025 Vietnam overtook China as the largest apparel supplier to the US — yet the sewing machines stitching those garments still come from Taizhou. This report dissects China's sewing machinery industry: 170 years of migration (US–Japan–China), a strongly cyclical market and its export structure, the four survival paths of leading firms, four decades of the Taizhou cluster, the Zhuji embroidery-machine belt, the frontier of automated sewing, and our 2026–2030 outlook.

Yunnan

Yunnan Manufacturing: A Resource-Rich Province's Green Breakout

In 2024 Yunnan's GDP reached 3.15 trillion yuan, 18th in China, yet its industry has long been defined by three things: tobacco, nonferrous metals, and phosphate rock. This resource-based province now holds an enviable card: green power, with clean energy at 86.3% of generation. It examines how Yunnan is moving from tobacco dominance and resource dependence toward green manufacturing—hydropower aluminium and silicon, PV, and new-energy batteries—the green breakout of a resource-rich province.

History

The Tax-Sharing Reform and Chinese Manufacturing: The Thirty-Year Industrial Tail of a Fiscal Overhaul

The 1994 tax-sharing reform was designed to rescue central finances - and ended up shaping the geography of Chinese manufacturing for three decades. VAT sharing tied local governments to factories; land-based finance bred 2,500-plus development zones and an inter-county investment tournament; fiscal transfers underwrote industry's move inland. This study traces the reform's design, its transmission channels, its evolution, and the rewrite now under way.

History

Zhu Rongji and Chinese Manufacturing: Institutional Foundations and Industrial Legacy, 1987-2003

Zhu Rongji died on August 12, 2026, at 98. This 41-chapter study traces his sixteen years of institution-building for Chinese manufacturing: Santana localization and Pudong; the 1994 tax-sharing and exchange-rate reforms; the SOE turnaround, spindle cutting, the 1998 ministerial restructuring, and WTO accession - mapped onto the ground beneath China's 4.8 million factories today. With a chronology, notes on statistics, and verified quotations.