天下工厂产业研究院 天下工厂产业研究院

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Base Materials & Chemicals2026 Clear all

Reports

2026 In-Depth Research Report on China Paper Industry Market Scale and Competitive Landscape (Pulp + Paper Products + Packaging + Specialty Paper)

Based on FY2025 annual reports and 2026 Q1 data, this report comprehensively analyzes China paper industry capacity of 121.05 million tonnes, competitive dynamics among leaders Nine Dragons/Sun Paper/APP, specialty paper import substitution progress, and 2030 strategic outlook.

Reports

2026 China Industrial Gas Industry In-Depth Report: Bulk Gases, Electronic Specialty Gases and On-Site Production in a Three-Track Race

China's industrial gas market exceeded RMB 200 billion in 2025, with electronic specialty gas localization rising from ~5% in 2020 to ~25%; semiconductor fab expansion, hydrogen energy supply chains and CCUS pilots form three demand engines. The global triad of Linde, Air Liquide and Air Products still controls over 60% of the China market, while domestic four horsemen — Hangyang, Guanggang Gas, Huate Gas and Nanda Optoelectronics — press forward on systematic catch-up.

Reports

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.

Reports

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.

Reports

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.

Reports

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.

Reports

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.

Reports

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.

Reports

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%.