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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 Condiment Industry Market Scale and Competitive Landscape — Deep Research Report
China's condiment market approached 600 billion yuan in 2024. The soy sauce duopoly (Haitian 26.9 bn yuan revenue vs. Qianhe's first-ever revenue decline) widened sharply; Hengshun Vinegar net profit surged 46.5%; compound condiment leaders Tianwei, Yihai, and Baoli sustained high growth. This report covers the full supply chain, twelve listed company financials, national industrial cluster geography, and 2030 projections.
— Tianxia Gongchang Research
2026 China Wind Turbine Industry Market Scale and Competitive Landscape: An In-Depth Research Report
In 2024, China's newly installed wind power capacity reached approximately 87 GW, with cumulative installations of 520 GW accounting for half the global total. Chinese turbine makers claimed the top four global positions for the first time. Yet average turbine prices fell to a historic low of 1,381 yuan/kW, with turbine gross margins compressed to just 3–8%. This report examines three key variables—the onshore price war, offshore scale-up to 18MW→26MW, and accelerating exports—and maps the in...
— Tianxia Gongchang Research
China Steel Industry 2026: Market Scale, Competitive Landscape & Deep Research Report
China produced 1.005 billion tonnes of crude steel in 2024 (53%+ of global output), with steel exports at 110.7 Mt — near-record. Industry profits fell 90%+ from 2021 peak as real estate contraction, overcapacity, and anti-dumping waves collided. Covers Baowu/ArcelorMittal/Nippon Steel competition, supply-demand balance, supply chain, eight companies 2024 financials, rebar/auto-sheet/special-steel segments, EAF and hydrogen decarbonization roadmap, 2026-2030 output and carbon forecasts.
— Tianxia Gongchang Research
China Industrial Robot Sector: 2026 Market Scale and Competitive Landscape Research Report
In 2024, China added 295,000 newly installed industrial robots (54% of global total), with domestic brands capturing 57% domestic share for the first time—a historic inflection. The Big Four (Fanuc, ABB, KUKA, Yaskawa) still hold the high-end segment with precision-reducer and controller moats, while Estun and Inovance drive domestic breakthroughs. Humanoid robots are the largest upside scenario and the greatest uncertainty through 2030.
— Tianxia Gongchang Research
2026 China Construction Machinery Industry: Market Size and Competitive Landscape Deep Research Report
Overseas expansion and electrification define China's construction machinery industry in 2026: domestic real estate contraction drove the four majors toward global markets; excavator domestic/export parity marks a structural shift; electric excavators totaled 86 units in 2024 but loaders crossed 10% penetration. Hengli Hydraulic leads hydraulic localization; SANY, XCMG, Zoomlion, and LiuGong target 58-62% overseas revenue by 2030.
— Tianxia Gongchang Research
China Semiconductor Equipment Market 2026: Scale, Competition, and Localization Roadmap
China is the world's largest semiconductor equipment market (~$40B in 2024, 37% of global demand), yet domestic equipment covers only ~10-12% of total demand. Localization rates span enormously from stripping (65%) to lithography (<5%). This report analyzes ASML, AMAT, Lam, TEL, KLA, thirteen Chinese listed equipment makers, upstream chokepoints, six regional clusters, and forecasts category-level domestic penetration rates through 2030.
— Tianxia Gongchang Research
2026 China Solar Module Industry: Market Scale and Competitive Landscape Deep Research Report
In 2024, China produced ~600 GW of solar modules — over 80% of global output — while the six major module giants combined for losses exceeding 140 billion RMB. Under the triple pressure of overcapacity, price floors (0.65 RMB/W), and overseas anti-dumping duties, the industry faces a war of attrition. This report analyzes technology route competition (TOPCon vs BC vs HJT), the integration vs. specialization debate, and the 2026-2030 outlook.
— Tianxia Gongchang Research
China Lithium Battery Four Key Materials 2026: Market Scale and Competitive Landscape Deep Research Report
Deep-dive on China's four key lithium battery materials, updated through FY2025 annual reports. 2025 cathode ~5.03 million tonnes (+50%), output value ~RMB 274bn (+31%). Yuneng net profit +115%, Tianci net profit +181%, SEMCORP returned to profit. Lithium carbonate ~RMB 170,000/tonne by May 2026. Covers LMFP ramp, sodium-ion, semi-solid milestones, EU battery rules, and 2026-2030 forecasts.
— Tianxia Gongchang Research
China MLCC and Passive Components: Market Scale and Competitive Landscape Research Report 2026
China consumes 40% of global MLCC output yet mainland producers held only 10% revenue share in 2024. Global MLCC market: USD 140-180B, dominated by Murata (~40%), SEMCO (~24%), Taiyo Yuden, TDK, Yageo (CR5 ~75%). BEVs use 10,000+ MLCCs vs 3,000 in ICE vehicles; automotive localization rate <5%. An Nvidia GB200 rack needs 440,000 MLCCs -- 30x a smartphone. Three-Ring Group leads domestic automotive-grade MLCC. 2030 forecast: USD 230-280B.
— Tianxia Gongchang Research
2026 China Automotive OEM Industry: Market Size and Competitive Landscape Deep Research Report
In 2025, China's auto production/sales both exceeded 34 million units. NEV sales hit 16.49 million with ~53-54% retail penetration (Dec. 60%+). Exports of 7.098 million held global No. 1 for a 2nd year. Domestic brands captured ~70% share. Leapmotor achieved first full-year profit; BYD overseas surpassed 1M units. EU 'price undertaking' framework confirmed; US tariffs reached 137.5%. This report presents FY2025 actuals and 2026-2030 projections.
— Tianxia Gongchang Research
China Baijiu Industry 2026: Market Scale and Competitive Landscape — Deep Research Report
In 2024, China's baijiu sector generated ~RMB 796 billion in output value, with production at 4.145 million kiloliters — seven years of volume decline offset by premiumization. Concentration is extreme: Moutai captures ~40% of industry profits; CR3 at the premium tier exceeds 70%. After the sauce-aroma bubble deflated, the industry faces inventory overhang, Gen Z disengagement, and e-commerce channel disruption. This deep-research report covers 12 aroma types, 19 listed companies' 2024 financ...
— Tianxia Gongchang Research
China Home Appliance Industry 2026: Market Scale, Competitive Landscape, and Global Reach
China home appliance sector 2026: domestic retail ~RMB 907bn (+6.4%), exports record USD 112.4bn (+14%). White goods CR3 ~70%+ (Midea+Gree+Haier). Trade-in subsidy stimulated ~RMB 270bn in 2024. Chinese TV brands overtook Samsung+LG globally. Robot vacuums grew 21.9% to ~RMB 21.7bn; Chinese brands dominate all global top-5. BOE+CSOT+HKC hold ~70.6% of global TV LCD panel share. Mini-LED TV: 4.16mn units (+352%). 2030 forecasts: domestic CAGR ~3-5%, export CAGR ~7-10%.
— Tianxia Gongchang Research