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All Reports
Every report from the institute in one place, filterable by section and province: industry reports, industry history, regional maps, and insights.
2026 China Power Semiconductor Market Scale and Competitive Landscape: Deep Research Report
2025 global power semiconductor market ~USD 60B; China ~USD 25B (42%). Automotive IGBT domestic rate ~67%; Tianyue Advanced SiC substrates global #1 (27.6%); Wolfspeed bankruptcy; Starpower revenue RMB 4B; Innoscience GaN enters Nvidia supply chain. Triple drivers: NEV 800V SiC + PV IGBT + energy storage PCS.
— Tianxia Gongchang Research
The Power of the Contract: A 2026 Deep-Dive Research Report on China's CXO (CRO + CDMO) Pharmaceutical Outsourcing Industry
The global CXO market has surpassed USD 150 billion, with China accounting for 25–30%. The BIOSECURE Act became law in December 2025; GLP-1 peptides and ADC drugs are driving order recovery; AI is reshaping the model. This report tracks China CXO's structural shift from low-cost labor to technology-barrier differentiation.
— Tianxia Gongchang Research
Four Faces of Glass: Solar Overcapacity, Float Bottoming, Fuyao's Monopoly, and Electronic Breakthrough (2026 Deep Report)
China produces enough glass each year to cover the entire island of Hainan. But behind the word 'glass' lie four completely different stories: solar glass trapped in the most brutal price war in its history; float glass bottoming out alongside real estate; a Fujian company quietly capturing one-third of the global automotive glass market; and electronic glass substitution, inch by inch prying open an iron curtain long held by Corning and AGC.
— Tianxia Gongchang Research
2026 China MCU Microcontroller Industry: Market Size and Competitive Landscape Deep Research Report
Global MCU market in 2025 approximately US8 billion; ST/NXP/Microchip/Renesas/Infineon/TI six giants hold 80% globally. China MCU market approximately RMB 35 billion, 32-bit exceeding 70% share, domestic localization rate approximately 20%, automotive-grade under 5%. GigaDevice GD32 cumulative shipments exceed 2 billion units, Espressif ESP32 global Wi-Fi MCU share over 30%; automotive-grade localization is the deepest moat, RISC-V + AI MCU is the next battle.
— Tianxia Gongchang Research
Battery Equipment: The Hidden Backbone of Chinese Manufacturing (2026 Deep Research Report)
China's lithium battery equipment market reached approximately RMB 800–900 billion in 2025. After the 2024–2025 trough, recovery is now underway in 2026. Pioneer Intelligent leads globally; Hymson Laser holds the high ground in laser welding; Hangke Technology anchors the back-end formation and grading segment. Solid-state battery pilot lines and overseas factory orders are reshaping this sector's competitive landscape.
— Tianxia Gongchang Research
Supercharging Arms Race: 2026 China EV Charging Infrastructure Market Size and Competitive Landscape Deep Research Report
By end-2025, China's EV charging infrastructure installed base surpassed 20.09 million units — the world's largest. The supercharging arms race has restructured the value chain: Huawei launched a 1,440kW megawatt supercharger, and liquid-cooled modules have become the gating component for supercharger deployment. This report systematically covers the 2025–2026 China EV charging market: size, competitive landscape, industrial clusters, and 2030 outlook.
— Tianxia Gongchang Research
Copper vs. Aluminium: 2026 Deep-Dive Research Report on China's Non-Ferrous Metals Industry
In 2025, LME copper peaked above USD 12,000/tonne — best year since 2009 — while China's refined copper broke 14 million tonnes and electrolytic aluminium held near the 45-million-tonne policy ceiling. Against the triple overlay of AI infrastructure, grid upgrades, and EV acceleration, non-ferrous metals face structural demand revolution. This report covers copper, aluminium, lead-zinc, nickel, tungsten, molybdenum, and rare earths through a 2026–2030 outlook.
— Tianxia Gongchang Research
2026 China Semiconductor Packaging and Test (OSAT) Industry: Market Size and Competitive Landscape Deep Research Report
The global OSAT market reached ~USD 48B in 2025. Mainland China holds ~30% of global capacity, forming the "Second Pole" alongside Taiwan. JCET ranks global 3rd, Tongfu 4th, Huatian 6th — together ~22-24% of global OSAT. Yet in CoWoS/HBM advanced packaging, mainland localization is under 5%. This report maps the global OSAT landscape, sub-segment localization rates, advanced packaging gaps, and equipment controls, with a 2026-2030 forecast.
— Tianxia Gongchang Research
China Cement Industry 2026: Market Size and Competitive Landscape Deep Research Report
China's cement output reached approximately 1.69 billion tonnes in 2025, down over 30% from the 2014 peak of 2.495 billion tonnes. This report systematically covers the global landscape, China market scale, full value chain, and key companies (Conch Cement, Huaxin Cement, Tianshan Shares, China Resources Building Materials, Jinyun Jidong), with analysis of the 2026–2030 consolidation, overseas expansion, and carbon neutrality themes.
— Tianxia Gongchang Research
2026 China Third-Generation Semiconductor (SiC/GaN) Substrate and Device Industry: Market Size and Competitive Landscape Deep Research Report
In 2025, China's SiC substrate capacity ranks No.1 globally; Tianyue Advanced leads conductive SiC substrates with 27.6% global share and 51.3% of 8-inch SiC; Innoscience's GaN power devices turn gross-margin positive for the first time; and Wolfspeed's bankruptcy restructuring reshapes global supply. This deep-dive covers China's complete third-generation semiconductor supply chain, FY2025 enterprise data, the 8-inch SiC technology roadmap, and 2026-2030 market forecasts.
— Tianxia Gongchang Research
Smartphones: China's Global Contest for the Palm of Your Hand (2026 Deep Research Report)
In 2025, more than one in every two smartphones sold globally came from a Chinese brand. Huawei reclaimed China's top shipment position for the first time in five years; Apple set an all-time iPhone shipment record; foldable screen penetration surpassed 3%; and on-device AI large language models became the new standard on flagship handsets. This is a systematic study of the structure, technology, and future trajectory of China's smartphone industry.
— Tianxia Gongchang Research
The Sub-RMB-1500 Inflection: 2026 Deep Research Report on China LiDAR Industry Market Size and Competitive Landscape
In 2025, global automotive LiDAR shipments surpassed 2.5 million units with Chinese vendors capturing 80%+; RoboSense MX achieved the historic sub-RMB 1,500 mass-production price point; Luminar filed for bankruptcy; and robot LiDAR materialized as current-quarter revenue. This report uses 2026 as its observation point to systematically review China LiDAR technology routes, supply chain, market size, key companies, and 2026-2030 forecasts.
— Tianxia Gongchang Research