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Every report from the institute in one place, filterable by section and province: industry reports, industry history, regional maps, and insights.
China Powder Metallurgy 2026: The Dual-Track Breakthrough of MIM and High-End Metal Soft Magnetic Powder Cores
Powder metallurgy is long underestimated by outsiders, but China hit nearly RMB 48 billion in 2025 at 12% CAGR. Press-and-sinter, MIM, metal soft-magnetic cores, and 3D printing metal powder are four sub-tracks with vastly different growth. This report covers leading players, overseas giants, four downstream drivers (foldable, EV OBC, AI servers, COMAC), 3-5-year calls and risks.
— Tianxia Gongchang Research
China Mechanical Seals 2026 — Hidden Champion Cdsii and High-End Domestic Substitution
China Mechanical Seals 2026 in-depth report: focusing on the pattern evolution between local leaders like Cdsii and global giants like John Crane, EagleBurgmann, Flowserve, AESSEAL — decomposing the three high-end breakthrough battlegrounds of dry gas seals, nuclear primary pump seals, and gas turbine seals.
— Tianxia Gongchang Research
China Vitamins 2026 — VA/VE/VD3 Oligopoly and Global Export Pricing Power
2026 deep research on China vitamins: DSM-Firmenich EUR 2.2 bn ANH divestment to CVC hands global VE pricing power to Xinhecheng + Nantekang/JV + Zhejiang Medicine; Garden Bio holds 70% global NF-grade cholesterol + #1 VD3; 2024 BASF Ludwigshafen explosion + H1 2026 Middle East geopolitics dual pulses; 14 chapters on 2026-2030 China vitamin pricing power + high-end + synthetic biology.
— Tianxia Gongchang Research
China Sweeteners 2026 — Sucralose and Erythritol Global Export Oligopoly
Deep 2026 research on China sweeteners: Jinhe leads acesulfame and sucralose; San Yuan leads erythritol; Layn leads monk fruit; Bao Ling Bao anchors Yucheng hub; China holds 85%+ sucralose, 60%+ acesulfame, 65% erythritol, 80% stevia, 90% monk fruit; benchmarks Tate & Lyle, Ingredion, Cargill, ADM, Ajinomoto; full 2024-2026 cycle; 14 chapters.
— Tianxia Gongchang Research
China Plastic Pipe Industry 2026 — The Three Resin Oligopolies (PPR, PVC, PE) and Overseas Penetration
Plastic pipes are the quiet workhorse of China's construction and municipal infrastructure. 2025 output 16.5 Mt (41% global), industry revenue RMB 258 bn. Covers PPR/PVC-U/PE/PEX/PB, extrusion and corrugated processes, Chinese leaders (Lesso, Weixing, Eric) versus global majors (Aliaxis, Wavin, Pipelife, Orbia, Georg Fischer), price cycles, export expansion, policy tailwinds, and the 3-5 year outlook.
— Tianxia Gongchang Research
China Aluminum Smelting 2026: Alumina Value-Chain Integration and the Electrolytic-Aluminum Green-Power Revolution
In 2025 China's electrolytic-aluminum output hit 43.7 Mt — 59.8 percent of global; operating capacity touched 44.2 Mt against the 45 Mt policy ceiling. Under the triple overlay of EU CBAM collection from Jan 2026, Guinea export-policy tightening, and super-linear NEV battery-foil demand, top producers keep migrating capacity to Yunnan hydropower aluminum. This 14-chapter report covers upstream bauxite, process, green-power replacement, recycled aluminum, capacity, prices, policy, and risks.
— Tianxia Gongchang Research
China Copper Smelting 2026 — The Race for Overseas Copper Mines and Global Cathode Pricing Power
2026 China copper smelting: cathode 13.64 Mt (47% global); concentrate dependency 78%; TC/RC at -$8/ton; LME on $10,000 plateau. Six leaders — Jiangxi Copper, Tongling, Zijin (Kamoa + Julong), China Molybdenum (KFM + Tenke), Jinchuan, China Copper. 14 chapters: process, mining, midstream, three downstreams, expansion, cycle, dual-carbon, eight-drivers outlook.
— Tianxia Gongchang Research
China Special Steel 2026 — High-End Import Substitution in Bearing and Tool & Die Steel
Deep 2026 research on China midstream special steel: 84M-tonne output, purity migration, large-forging competence, the 3-to-5-year high-end substitution window; CITIC, Fushun, Baowu Tegang, Northeast, Xining, Daye vs Voestalpine, Tata, Sandvik, NSSMC, Daido, SeAH; GCr15 bearing and H13/718H/SKD11/SKH-9 die-steel downstream mapping; four-tier high-end tiers and pacing.
— Tianxia Gongchang Research
China Amino Acids 2026 — Global Feed Export Dominance and the Small-Variety Breakthrough
2026 deep research on China amino acids: China holds 76% global lysine and 93% threonine; five leaders — Meihua (RMB 24.2 bn + 1.3 mn t Jilin lysine #1), Fufeng (RMB 27.9 bn + Kazakhstan base), Xinghu (Yipin + Heilongjiang 450k t), Huaheng (synthetic biology), Angel Yeast (global YE #1); July 2025 EU AD 47.7-58.3% + April 2026 anti-absorption; 14 chapters cover corn, strain, fermenter, low-protein diet, small varieties, pharma-grade, overseas — full 2026-2030 four-plus-two outlook.
— Tianxia Gongchang Research
China High-Pressure Cylinders 2026 — Twin Ramp of 70 MPa Type-IV Hydrogen Storage and LNG Mobile Tank Containers
China's 2025 high-pressure cylinder market reached RMB 124 billion. 35 MPa Type-III is nearly fully localized; 70 MPa Type-IV just crossed national-standard certification; LNG-heavy-truck penetration is rising fast; industrial cylinders provide stable cash flow. This 14-chapter report maps the chain from carbon fiber to cylinder valves and the next 5-year evolution.
— Tianxia Gongchang Research
China Chlor-Alkali and PVC 2026 — Carbide vs Ethylene, and the Western Energy Arbitrage Rewriting Industrial Geography
Chlor-alkali is China's largest inorganic chemical subsector: 52 Mt caustic and 29.2 Mt PVC capacity in 2025 (47% and 40% global). This report covers electrolysis, carbide vs ethylene battle, Western energy arbitrage, 12 key players, caustic and PVC downstream maps, price cycles, EU CBAM and anti-dumping dynamics, and 3-5 year outlook.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research