天下工厂产业研究院 天下工厂产业研究院

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Reports

2026 China Aviation Engine & Large Commercial Aircraft Supply Chain: Industry Scale and Competitive Landscape Deep Research Report

Three parallel narratives — C919 mass production, C929 first flight, and CJ-1000A domestic engine breakthrough — simultaneously reached decisive windows in 2026. This report surveys the RMB 800 billion market across 14 chapters.

Reports

2026 China Low-Altitude Economy & eVTOL Industry: Market Scale and Competitive Landscape In-Depth Research Report

From China's 2023 'low-altitude economy' policy elevation to EHang's world-first eVTOL four-certificate commercial operations in 2025 — this report reviews market scale (670B yuan in 2024, targeting 3–5T yuan by 2030), the three-track industrial structure (GA/eVTOL/industrial drones), key company profiles, technology evolution, and core risks, with forward projections for the 2026–2030 competitive landscape.

Reports

China High-Speed Rail and Rail Transit Equipment: Market Scale and Competitive Landscape 2026

China now operates over 50,000 km of high-speed rail — more than all other countries combined — with 4,500+ EMUs in service and CRRC ranked No. 1 globally in rail transit equipment revenue. This report maps the complete supply chain from rolling stock to traction, signaling, braking and bogies; profiles the major listed companies' FY2025 financials; traces key industrial clusters; and assesses CR450, SiC power devices, and autonomous operation trends through the 2026–2030 forecast horizon.

Reports

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.

Reports

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.

Reports

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.

Reports

Reports

Aviation Transport and Airport Sector Research: Post-Pandemic Recovery, Competitive Dynamics, and Supply-Chain Opportunities

China's civil aviation sector climbed from near-total pandemic shutdown to a record 700 million passengers in 2024. This report maps the industry structure, the four key players in the chain, demand cycles, competitive landscape, and risks — and points to upstream opportunities in aviation equipment manufacturing.

Reports

2026 China Heavy Truck and Commercial Vehicle Industry: Market Scale and Competitive Landscape — In-Depth Research Report

China's heavy truck sales topped 1 million units in 2025, NEV penetration reached ~23% for the year and 54% in the final month, exports hit a record ~330,000 units. Electrification, overseas expansion, and intelligent driving are reshaping a market long held by SINOTRUK, FAW Jiefang, Shaanxi Auto, Dongfeng, Foton, and Yutong. This report maps the full transformation: market scale, supply chains, enterprise financials, industrial belts, technology, and forecasts to 2030.