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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 Athletic Footwear & Apparel Industry: Market Size and Competitive Landscape Deep Research Report
China's athletic footwear and apparel market reached approximately RMB 598.9 billion in 2025. Anta crossed RMB 80 billion, domestic brands surpassed 50% market share, and Arc'teryx Greater China grew nearly 50%. This is a historic migration from manufacturing exporter to brand exporter. This report analyzes domestic brand ascendance, Nike Greater China's decline, sub-category explosions, and supply chain realignment.
— Tianxia Gongchang Research
2026 China Power Battery Industry: Market Scale and Competitive Landscape Deep Research Report
In 2025, China EV power battery installation reached 769.7 GWh (world #1), LFP share 81.2%; CATL + BYD hold ~65% domestic share; Chinese firms surpassed 70% global share for the first time. This report covers the cell/module/Pack value chain, key company financials and technology, six major industrial clusters, semi-solid/sodium-ion/large-format cylindrical/CTC frontier topics, and a 2026-2030 five-year forecast.
— Tianxia Gongchang Research
China Intelligent Driving (ADAS/AD) Supply Chain: Market Scale and Competitive Landscape 2026 Deep Research Report
China's passenger vehicle intelligent driving penetration exceeded 60% in 2025, with NOA reaching ~22%. First L3 pilots, Tesla FSD entry, and end-to-end large models replacing rule code drove the supply chain into a dual inflection point. This report covers chips (Horizon, Black Sesame, Huawei), domain controllers (Desay SV, JOYSON), algorithms, HD maps, and L4 Robotaxi (Baidu Apollo, Pony.ai, WeRide), forecasting NOA exceeding 50% by 2030.
— Tianxia Gongchang Research
2026 Deep Research Report: China Automotive Parts Market Scale and Competitive Landscape
In 2025, China's automotive parts market reached ~RMB 5 trillion at the crossroads of NEV and intelligent-driving transformation. Five high-growth tracks — thermal management, integrated die-casting, brake-by-wire, air suspension, and robot actuators — grew 30%+ annually. Chinese companies reached 15 seats in the Global Top-100 for the first time; CATL broke into fifth globally. Tuopu, Sanhua, and Yinlun posted combined revenue of nearly CNY 76.3 billion.
— Tianxia Gongchang Research
Apple Chain Reshaping and the AI Hardware Boom: China Consumer Electronics Foundry Deep Research Report 2026
In 2025, Luxshare surpassed Foxconn in iPhone assembly share; India production reached 25% of global iPhone output, while China's Apple chain share declined to 65–70%. AI servers, AI glasses, and foldables are opening a RMB 1–2 trillion new growth window. This report covers FY2025 data for ten leading companies and forecasts the 2026–2030 landscape.
— Tianxia Gongchang Research
China Auto Industry Watch January-April 2026: The Hot Exports / Cold Domestic Sales Scissors Gap
January-April 2026: China vehicle exports hit 3.12 million units (+61.5% YoY), April alone reaching 901,000 -- a historic record; NEV exports topped 50% for the first time. Meanwhile domestic Q1 sales fell ~6%, dealer inventory climbed to 1.89 months, and OEM net margins hit a near-record low of 3.2%. This report dissects the structural causes of the divergence, five regional export dynamics, four tariff shocks, Q1 earnings from major OEMs, and the outlook through 2027.
— Tianxia Gongchang Research
2026 China Chemical New Materials Industry: Market Scale and Competitive Landscape Deep Research Report
China's chemical new materials market is approximately RMB 1 trillion; overall domestic substitution rate is ~70%. Advanced photoresist remains below 5% localised. Wanhua MDI anchors the base while Yake and TongCheng crack open ArF photoresist. Strategic bottleneck materials localisation is entering a new phase.
— Tianxia Gongchang Research
2026 China Medical Device Industry: Market Size and Competitive Landscape Deep Research Report
China's medical device market hit ~RMB 1.3 trillion in 2024 (global #2). UIH broke the GPS imaging monopoly; Mindray leads globally in patient monitor shipments; procurement pressure drives domestic expansion overseas. This 14-chapter report covers global landscape, supply chain, key companies (Mindray/UIH/MicroPort/Weigao/AnTu), segment deep-dives (imaging/IVD/orthopedics/cardiovascular/ophthalmology), technology evolution, and 2026–2030 forecasts.
— Tianxia Gongchang Research
2026 China CMOS Image Sensor (CIS) Industry Market Scale and Competitive Landscape Deep Research Report
CMOS Image Sensors (CIS) are among the most widely deployed visual perception chips today, with a global market of approximately USD 23.7 billion in 2024. Sony leads with ~52% market share. China's domestic localization rate stands at ~30%, with the Big Three (Will/OmniVision, Galaxycore, SmartSens) holding ~23% combined global share and accelerating through automotive ADAS and security tracks. Projected composite localization rate: 45–50% by 2030.
— Tianxia Gongchang Research
2026 China Display Panel Industry: Market Scale and Competitive Landscape Deep Research Report
Mainland China controls 70%+ of global LCD panel capacity, led by BOE, TCL CSOT, and HKC. Chinese OLED smartphone share surpassed Korea for the first time (50.7%, H1 2024). Gen 8.6 OLED lines — BOE B12 (evaporation) and CSOT t8 (inkjet-printed) — are the biggest technology variable of 2024-2026. This report covers technology taxonomy, global landscape, supply chain, key companies, cluster geography, six application markets, technology roadmap, and 2030 forecasts.
— Tianxia Gongchang Research
2026 China Dairy Industry Market Size and Competitive Landscape: Deep Research Report
Yili and Mengniu hold firm as a duopoly; Feihe and Danone diverge in infant formula; liquid milk suffers volume-price compression in a zero-sum fight for share, while low-temperature pasteurized milk, cheese, and adult nutrition are structural growth channels. Comprehensive deep analysis of China's RMB 520 billion dairy market.
— Tianxia Gongchang Research
2026 China Optical Transceiver Industry: Market Size and Competitive Landscape Research Report
The global optical transceiver market reached approximately USD 17–18 billion in 2024 (+52% YoY), with Chinese vendors holding 7 of the global top 10 positions and CR3 combined share exceeding 50%. This report systematically reviews the optical transceiver supply chain, 800G/1.6T technology roadmaps, key company financials, and a five-year market forecast. Core conclusion: the most certain Chinese advantage segment in the AI compute downstream chain; upstream optical chips are the next domest...
— Tianxia Gongchang Research