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Four Faces of Glass: Solar Overcapacity, Float Bottoming, Fuyao's Monopoly, and Electronic Breakthrough (2026 Deep Report)
China produces enough glass each year to cover the entire island of Hainan. But behind the word 'glass' lie four completely different stories: solar glass trapped in the most brutal price war in its history; float glass bottoming out alongside real estate; a Fujian company quietly capturing one-third of the global automotive glass market; and electronic glass substitution, inch by inch prying open an iron curtain long held by Corning and AGC.
Copper vs. Aluminium: 2026 Deep-Dive Research Report on China's Non-Ferrous Metals Industry
In 2025, LME copper peaked above USD 12,000/tonne — best year since 2009 — while China's refined copper broke 14 million tonnes and electrolytic aluminium held near the 45-million-tonne policy ceiling. Against the triple overlay of AI infrastructure, grid upgrades, and EV acceleration, non-ferrous metals face structural demand revolution. This report covers copper, aluminium, lead-zinc, nickel, tungsten, molybdenum, and rare earths through a 2026–2030 outlook.
China Cement Industry 2026: Market Size and Competitive Landscape Deep Research Report
China's cement output reached approximately 1.69 billion tonnes in 2025, down over 30% from the 2014 peak of 2.495 billion tonnes. This report systematically covers the global landscape, China market scale, full value chain, and key companies (Conch Cement, Huaxin Cement, Tianshan Shares, China Resources Building Materials, Jinyun Jidong), with analysis of the 2026–2030 consolidation, overseas expansion, and carbon neutrality themes.
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.
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.
China's Modified Plastics Industry 2026: Market Size and Competitive Landscape
A systematic analysis of China's modified-plastics industry in 2026. Modified plastics tunes base resins into high-performance materials, where value lies in formulation and additives. China makes about 29.75 million tonnes a year, yet its modification rate is only about 25%, less than half the global level (about 50%) and the core room for growth. The market is highly fragmented: CR3 about 14%, Kingfa only about 7.86%, over 10,000 firms.
China's Coatings Industry 2026: Market Size and Competitive Landscape
A systematic analysis of China's coatings industry in 2026: nearly 35 million tonnes produced a year and first worldwide for 15 straight years, yet a textbook large-industry-of-small-companies where the top ten hold only about 21.7% and foreign brands dominate the high end. Raw materials (resins, titanium dioxide) make up 80-90% of cost. Architectural coatings are dragged down by the property downturn and a wave of project bad debt, while industrial coatings have risen to about 66%.
2026 China Polyurethane MDI Industry Research Report: Wanhua Integration and Global Pricing Power
2026 China Polyurethane MDI industry report. From 2025 global MDI/TDI oligopoly, Wanhua integration, upstream aniline and PO chain, downstream rigid/flexible foam and CASE TPU, to 2024-2026 price cycle, policy, and 2026-2030 outlook with risks.
China Titanium Alloy 2026 — Domestic Breakthrough in Aerospace High-End Materials
Sponge titanium capacity 75% of global; aerospace titanium share jumped from <5% (2020) to 22% (2025); ~7 tons titanium per COMAC C919. But highest-end grades TC21, Ti60 still in engineering ramp; process database gap to VSMPO remains the core unfinished work. From midstream processing lens, this report unpacks Chinese titanium capacity, price cycle, process barriers, downstream map, import substitution, industry belt, and five-year key nodes.
China Superalloys and Single-Crystal Turbine Blades 2026 — The Last Mile of Aero-Engine Localisation
A full-spectrum analysis of China's superalloy and single-crystal turbine blade industry in 2026: localisation milestones from DD6 to DD9, powder metallurgy turbine discs, thermal barrier coatings, and structural opportunities across the five-year outlook.
2026 China Building Ceramics and Sanitary Ware Deep Research: Competitive Landscape of Tiles, Sanitary Ceramics, Bathroom Hardware, and Smart Toilets
China is the world's largest building ceramics producer, with annual tile output of approximately 5.91 billion square meters — over half of global production — and a full sanitary ware value chain of approximately 600–700 billion RMB. Overseas expansion, rock slab premiumization, and smart toilet adoption are the three new growth engines. Dongpeng, Marco Polo, JOMOO, and HEGII lead domestically; Kohler, TOTO, and Geberit mine China's premium segment.