[ ARCHIVE ]
All Reports
Every report from the institute in one place, filterable by section and province: industry reports, industry history, regional maps, and insights.
China's Tire Industry 2026: Volume Champion, Quality Climb, and a Second Wave of Globalization Under Tariff Siege
China makes roughly half the world's tires yet earns a margin of only about 3%—the starkest picture of being 'big but not strong.' This report dissects how China climbs from volume champion to quality contender: Sailun's Liquid Gold, the NEV OE reversal, Lighthouse factories, near-90% import dependence on natural rubber, and a second wave of globalization from Southeast Asia to Morocco and Egypt.
— Tianxia Gongchang Research
China's Shield Machine and Tunnel-Boring Equipment Industry 2026: From the Qinling Blockade Line to Seventy Percent of the World, and Where to Go After the Summit
From paying RMB 350 million per German machine at Qinling in 1997 to holding roughly 70% of global capacity in 2026 and rolling out a world record almost every month, China's shield-machine industry completed its reversal in under three decades. But after the summit, the concerns are real: 1,500 idle machines, an ebbing metro market, net margins below 5%, and a 300,000-person talent gap. This report dissects how China moves from 'first in manufacturing' to 'first in industrial health.'
— Tianxia Gongchang Research
China's Heavy-Duty Gas Turbine Industry 2026: Where AI's Power Hunger Meets a 25-Year March to Self-Reliance
AI data centers have pushed global gas turbine order books beyond 2030, with the Big Three sold out and prices roughly tripling in three years. At precisely this moment, China's homegrown heavy-duty gas turbines completed three critical steps: G50 commercial operation, 300 MW first fire, and export to North America. This 33-chapter report dissects the historic convergence, from hot-section technology and capacity pricing to the export window and its risks.
— Tianxia Gongchang Research
Catching Itself: Zhuque-3 and the Industrial Chain Behind China's Private Reusable Rockets
In late 2025 Zhuque-3's maiden flight reached orbit but its first-stage recovery failed; the static-fired Y2 now aims for China's first orbital-class first-stage recovery by a private firm. Tracing the rocket from methalox Tianque engines and a stainless-steel airframe to landing control, reuse economics, constellation launch demand, China's two recovery routes and a supply chain opening to Chinese factories, this report argues reusability is at heart a manufacturing question.
— Tianxia Gongchang Research
Catching a Rocket: China's Offshore Net-Capture Recovery and the Reusable-Launch Supply Chain
After the world's first offshore net-capture recovery of an orbital booster, this in-depth report dissects the catch mechanics, the global genealogy of recovery routes, the economics of reuse, and the fiber-net-ship supply chain behind Long March 10B - including a sober debunking of a supplier-attribution frenzy - and closes with three testable forecasts.
— Tianxia Gongchang Research
China's Injection Molding Machine Industry 2026: All-Electric, Super-Sized, and Going Global in a Cold-at-Home, Hot-Abroad Market
Haitian International posted RMB 17.733 billion in 2025 revenue with overseas sales up 26.4%, and industry-wide exports hit RMB 13.9 billion in the first ten months — incremental orders for injection molding machines are shifting from China's domestic market to Southeast Asia and Mexico, and rippling upstream through servo systems, screws and barrels, and hydraulic components.
— Tianxia Gongchang Research
China's Green Hydrogen and Electrolyzer Equipment Industry (2026): 3 GW of Tenders, 58 GW of Capacity, and the Upstream Order Map
China's domestic electrolyzer tenders reached 3.02 GW in 2025 against roughly 58 GW of nameplate capacity, with extreme alkaline bids down to about RMB 375/kW — this report translates the green hydrogen mega-base boom into an order map for upstream suppliers of diaphragms, electrodes, and rectifier power supplies.
— Tianxia Gongchang Research
China's Laser Processing Equipment and Laser Industry in Review (2026): After Localization Is Settled, Where Are the Orders Flowing?
China's laser equipment market returned to 95.8 billion yuan in 2025, Raycus's 10kW-plus laser shipments grew another 26%, and China's share of IPG's revenue fell to around 28% — with the price war over, the procurement hotspots along this industry chain are being reshuffled.
— Tianxia Gongchang Research
China's Solid-State Battery Supply Chain (2026): Order Opportunities Along the Materials and Equipment Tracks
Global solid-state battery shipments reached 5.3 GWh in 2024 — all semi-solid-state; in 2026 semi-solid-state vehicle installations are scaling up and leading battery makers' all-solid-state pilot lines are landing in clusters, while lithium sulfide still costs over RMB 3 million per tonne and all-solid-state equipment investment per GWh runs 2–3x that of liquid-electrolyte lines — procurement windows on both the materials and equipment ends are opening at the same time.
— Tianxia Gongchang Research
China's eVTOL and Low-Altitude Economy Supply Chain (2026): Now That Airframers Have Their Certificates, Which Upstream Factories Are the Orders Flowing To?
The newly revised Civil Aviation Law took effect on July 1, 2026, EHang delivered 221 aircraft in 2025, and AutoFlight won the world's first overseas airworthiness validation for an eVTOL — on the eve of volume production, order opportunities are opening up across four upstream tracks: motors and motor controllers, aerospace-grade carbon fiber, high-rate batteries, and vertiport equipment.
— Tianxia Gongchang Research
On the Eve of Humanoid Robot Mass Production: China's Components Supply Chain Reignited by Orders
Global humanoid robot shipments reached roughly 18,000 units in 2025, up more than fivefold year on year, with Chinese vendors taking the top two spots; TrendForce expects shipments to grow another sevenfold in 2026. Beyond the spotlight on complete machines, a capacity race in screws, reducers, motors, and dexterous hands is unfolding across China's component industrial clusters.
— Tianxia Gongchang Research
The Inaugural Year of Industrial AI Agents: The Real Progress of Large Models Entering Chinese Factories
From the State Council's "AI Plus" initiative to the eight-ministry special document targeting 1,000 high-caliber industrial AI agents by 2027, the policy chain has closed the loop; IDC research shows the adoption rate of large models among Chinese industrial enterprises rose from 9.6% to 47.5% within a year. This article reviews the policy trajectory, deployment scenarios, and real bottlenecks of industrial AI agents.
— Tianxia Gongchang Research