天下工厂产业研究院 天下工厂产业研究院

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33studies

Base Materials & Chemicals2026 Clear all

Reports

China Dyes & Pigments 2026 — Oligopoly in Disperse/Reactive and High-End Pigment Breakthrough

Deep 2026 research on China dyes and pigments: 1.1M-t output at 60% global share; Longsheng/Runtu/Jihua disperse CR3 60%+; Runtu H acid self-sufficiency 80%; Lily/Caihong high-end pigment localization (DPP, quinacridone); reduction-product 300% surge driving Q1 2026 rebound; EU PFAS+ZDHC+REACH compliance reshaping; 2027-2030 consolidation outlook.

Reports

China Titanium Dioxide 2026 — Chloride Route Replacing Sulfate and Global Export Pricing Power

Deep 2026 research on China TiO₂: 9.4M t global capacity vs 7.45M demand; China 64% of output, 51% of exports; CR5 58%, chloride 31%; Longbai Jiaozuo 500K-t chloride line pushes cash cost to RMB 10800/t; 2.07M t exports vs global AD encirclement; ilmenite Africanization accelerates; EU PFAS+CBAM + China dual-control; industry margin recovers from 20.1% to 27% by 2030.

Reports

China Tungsten and Molybdenum Alloys 2026: Strategic Metals Across Cemented Carbide, Photovoltaic Tungsten Wire and High-end Equipment

A comprehensive analysis of China's tungsten-molybdenum alloys chain — from Jiangxi-Hunan tungsten and Henan-Shaanxi molybdenum, through APT/W-powder/cemented-carbide midstream, covering FY2025 results of China Tungsten & Hightech, Xiamen Tungsten, CMOC, Jinduicheng Molybdenum, Zhangyuan Tungsten with Sandvik/Plansee/Kennametal benchmarks, the APT price doubling to RMB 780K/ton, the Feb 2025 export controls, four emerging downstream applications, and five structural judgments for 2026-2030.

Reports

2026 China Phosphate Chemicals: From Phosphate Rock to LFP Cathode — Industrial Chain Integration

Deep research on the 2026 China phosphate chemicals industry: covering rock, yellow phosphorus, industrial phosphoric acid, iron phosphate, LFP cathode, glyphosate, and fertilizer; analyzing Yuntianhua, Xingfa, Hubei Yihua, Chuanfa Longmang, Chuanheng vs OCP, Mosaic, Nutrien, PhosAgro, EuroChem; five structural shifts 2026-2030: integration, mining rights, new energy, green low-carbon, China-Morocco duality.

Reports

China Integrated Die-Casting 2026: The 9000T Mega-Press Wave and NEV Body Reconstruction

In 2025 China integrated die-casting structural-parts market crossed thirty billion yuan; close to twenty 9,000-ton mega presses now installed; 16,000-ton class running at XPeng P7+ and Hongtu Guangzhou. A 14-chapter picture from heat-treatment-free alloy, mega molds, mega presses to Tier1 casters and OEM programs — localization milestones, the economic argument, insurance and crash dynamics, and the five-year landscape evolution.

Reports

China Fluorochemicals 2026 — Refrigerant Quotas Capped and the Fluorinated New-Materials Breakthrough

Fluorochemicals connects fluorspar mines to new-energy, semiconductors, hydrogen, and home appliances. After China's 2024 HFC quota system, R32 rose 4x to 110,000 yuan/ton; meanwhile fluoropolymers (PTFE/PVDF/FKM) and electronic fluorochemicals (LiPF6, EG-HF, PFSA membrane) are breaking through. Covers fluorspar resources, refrigerant generations, eight players, quota dynamics, new materials, policy, and 3-5 year outlook.

Reports

China Industrial Ceramics 2026 — From Alumina and Silicon Nitride to Semiconductor Wafer Carrier Breakthroughs

A comprehensive 2026 research report on China's advanced ceramics industry, covering alumina, silicon nitride, aluminum nitride, silicon carbide, and sapphire material systems; semiconductor electrostatic chucks and wafer carriers; power module substrates; 5G filter ceramics; domestic substitution progress; and Tianxia Gongchang factory database insights.

Reports

China PEEK & High-Performance Engineering Plastics 2026 — From Victrex Dominance to a Three-Pillar Domestic Breakthrough

From ICI's 1978 PEEK synthesis to China's 2026 thousand-tonne domestic production, this report maps the global competitive landscape, industrial chain value distribution, player financials, and domestic substitution progress across PEEK, PI, PPS, LCP, and PEI.

Reports

China Industrial Adhesives Industry 2026 — Sub-Segment Localization from Silicones to Lithium Battery Structural Adhesives

A systematic overview of China's industrial adhesives industry in 2026: seven chemical systems, six functional categories, and a domestic substitution matrix across all sub-segments, with focus on the three frontier areas — lithium-battery thermal adhesives, automotive BIW structural adhesives, and OCA optical adhesives. Includes financial and strategic analysis of Huitian New Materials, Guibao Technology, and other leading domestic players.

Reports

China Superhard Materials 2026: A Full-Spectrum Analysis of Synthetic Diamond, Lab-Grown Diamond, CBN and Industrial Coatings

A comprehensive analysis of China's superhard materials industry: from the price cycle of industrial diamond and lab-grown diamond to the rise of CVD diamond heat spreaders and quantum materials, covering market scale, FY2024 financials of leading companies, a nine-stage value chain breakdown, and five structural forecasts for 2026–2030.

Reports

2026 China Refractory Materials Industry Deep Research Report (FY2025-2026H1)

A systematic analysis of China's refractory materials industry covering market scale, competitive landscape, supply chain structure, and global dynamics: 2025 output of 21-22 million tonnes, product-side revenue of approximately 56.3 billion yuan; the industry's core logic is shifting from 'selling products' to 'selling capabilities,' with ICM integrated contracting accelerating penetration and leading companies diverging sharply.

Reports

2026 China Flexible Packaging Materials (BOPET + BOPP + Laminated Film + Food-Grade Aluminum Foil + Lithium Battery Aluminum-Plastic Film): Market Size and Competitive Landscape Deep Research Report

Deep research on China's flexible packaging materials: 2025 market size approx. RMB 500-550 billion, BOPET capacity near 7 million tons, BOPP over 4.5 million tons, lithium battery aluminum-plastic film domestic production exceeding 60%, Amcor-Berry Global merger reshaping global dynamics. Analysis of 11 Chinese listed companies and global giants' FY2025 results, covering five sub-tracks and 2030 outlook.