[ 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 Industrial Lubricants 2026: Great Wall and Kunlun Duopoly with Longpan Going Abroad
China consumed about 7.7 Mt of lubricants in 2025; Sinopec Great Wall and PetroChina Kunlun together hold about 38%, while Lubrizol, Infineum, Chevron Oronite and Afton still control over 91% of compound additives. This report dissects the 2025 market structure, API Groups I-V base oils, refining and blending, leading players, industrial and automotive categories, EV coolants, downstream factory identification, Longpan going abroad via Lubricos, capacity, pricing, policy and risk.
— Tianxia Gongchang Research
2026 China PCB Equipment Industry: Market Size & Localization Substitution
A research-institute report on China PCB equipment 2026: mechanical and laser drillers, LDI direct-imaging exposure, wet lines and AOI. Benchmarks Han's CNC, Dingtai Hi-Tech, Dongwei, Suzhou Tianzhun against Schmoll Maschinen, Hitachi ViaMechanics, Mitsubishi, Posalux, Orbotech, with a 2026–2030 outlook.
— Tianxia Gongchang Research
China's Prefab Steel Structure and Construction 2026 — Industrial Plants, Mega Venues, and Steel Bridges Reshaping the General-Contracting Tier
2026 China steel-structure and prefab-construction deep research: 132M-t output, 35.6% prefab share, CR10 9.4%; Honglu/Jinggong/Hangxiao/Southeast/Fuhuang/CRBC vs Nucor/Steel Dynamics/Tata/SSAB/Cleveland-Cliffs/ArcelorMittal Europe; fabs, lithium, data centres, EV assembly, cross-sea bridges, prefab housing, floating wind; CBAM + prefab plan + East-West Compute + BRI; 5-to-10-year consolidation window.
— Tianxia Gongchang Research
Tides of White Oil: 2026 Deep-Dive Research Report on China's Lithium Carbonate Industry
In Nov 2022 China's battery-grade lithium carbonate spiked to RMB 600,000/t; 21 months later it collapsed to RMB 72,000 — an 88% drop. By June 2026 the price hovers around RMB 100,000. China produced 780 kt LCE of carbonate and 360 kt of hydroxide in 2025, over 60% of global supply. This report covers the upstream-midstream-downstream chain across 14 chapters.
— Tianxia Gongchang Research
China Ternary Precursor 2026 — Nickel-Cobalt-Manganese Integration and the Global Resource Race
2026 China ternary precursor: shipments 88 kt (84% global), CR3 76% (CNGR 33 + Huayou 18 + GEM 16). NCM811 processing fee at floor ¥8500/t; high-nickel single crystal + NCMA + solid-state adaptation drive premium. Indonesian HPAL Ni 45 kt, DRC cobalt + EOL recycling 380 kt; CBAM + IRA reshape global flows. 14 chapters.
— Tianxia Gongchang Research
4.8 Million Real Factories × AI: The Data Foundation Race in Supply Chain Discovery
Enterprise information coverage does not equal factory coverage; product catalog coverage does not equal production capacity coverage. In the new AI-driven phase of supply chain discovery, the quality of the data foundation — not its scale — is becoming the decisive variable that determines an AI system's capability ceiling.
— Tianxia Gongchang Research
Cracking the 'Unfiltered Dimension' Problem: How AI-Verified Recall Fills Structured Data Gaps
Export qualifications, niche certifications, and specialized processes cannot be pre-indexed as structured fields. Traditional search either ignores these dimensions or returns spuriously precise large recall sets. AI online verification combined with in-database cross-checking is closing the structured data gaps in supply chain discovery.
— Tianxia Gongchang Research
AI Is Reshaping B2B Factory Discovery: From Keyword Search to Conversational Finding
The structural limitations of keyword search are constraining B2B factory sourcing efficiency. Conversational AI — through iterative requirement clarification and real-data counter-questioning — is redefining the factory discovery paradigm.
— Tianxia Gongchang Research
China Industrial Aluminum Extrusion 2026: Dual-Engine Restructuring Driven by Automotive Lightweighting and Solar Module Frames
China industrial aluminum extrusion crossed 12.5M tons in 2025 (54% of total profile output), completing the inversion from construction-led to industrial-led. Solar frames 3.95M, NEV 1.4M, general 3.6M, rail body 480K. Under EU CBAM 2026, anti-dumping, export-rebate cut, and green-power push, leaders pivot to auto-structural and solar-frame engines. 14 chapters: billet, process, players, downstream, capacity, prices, policy, risks.
— Tianxia Gongchang Research
China Semiconductor Test Equipment 2026: SoC ATE and Probe Station Localization Push - Market Size and Competitive Landscape Deep Research Report
2025 global semiconductor test equipment market reached about USD 9 billion; mainland China 32% (USD 2.9B) at 28% localization. Analog and power 62/56% localized; high-end SoC ATE only 4%, HBM test 2%. Changchuan, Hwatsing, Jingce, Xinyichang combined CNY 8B 2025 revenue. Report dissects 6 ATE sub-segments, 7 process moats, customer groups, capacity expansion, price cycle, export controls; gives 2026-2030 path to 50% localization.
— Tianxia Gongchang Research
China Specialty Paper 2026 — Decor Base, Food Packaging and the High-End Breakthrough
2026 deep research on China specialty paper: industry output ~5 mn t, top-two share ~50%; Xianhe 2024 revenue RMB 10.3 bn; Wuzhou H1 2025 revenue RMB 4.1 bn; Huawang decor base going global; Kane capacitor paper duopoly; EU PPWR + PFAS effective August 2026; 14 chapters on 2026-2030 global pathway.
— Tianxia Gongchang Research
China Biodegradable Plastics 2026: PLA, PBAT, and the Capacity Showdown
A 2026 panoramic on the Chinese biodegradable-plastic industry: PLA and PBAT process routes, the standoff between 4.2 million tonnes of planned capacity and 36% utilisation, the Kingfa-Fengyuan-Hisun-NatureWorks-BASF map, single-use-plastic restrictions and capacity overhang, EU SUP and CBAM impact on exports.
— Tianxia Gongchang Research