天下工厂产业研究院 天下工厂产业研究院

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All Reports

Every report from the institute in one place, filterable by section and province: industry reports, industry history, regional maps, and insights.

Reports

China Industrial Filters 2026: How Domestic Substitution Is Quietly Rewriting a List Long Dominated by Foreign Giants

China's industrial filter sector — long undervalued — enters 2026 with policy and domestic substitution dividends. The report walks through five product categories, seven process barriers, thirteen makers, two downstream groups, seven substitution cells, capacity expansion, pricing, China 7, Phase III fund and risks. Total market 40-45B yuan with domestic share rising to 55-60%.

— Tianxia Gongchang Research

Reports

China Industrial Heat Exchanger 2026: High-End Localization and Overseas Penetration of Plate, Shell-and-Tube and Microchannel

An in-depth research view of China's industrial heat exchanger market in 2026: plate, shell-and-tube, microchannel, plate-fin and air-cooler segments; localization milestones against Alfa Laval, Kelvion, SWEP, Tranter and Danfoss; capacity maps for Yuanda, Shuangliang, Sifang, Hongsheng and Yinlun; data-center liquid cooling, NEV thermal management, heat pumps and hydrogen as the new growth engines.

— Tianxia Gongchang Research

Reports

China Oil & Gas Drilling Equipment 2026 — The Dual Engine of Shale Frac Pumps and Overseas Rig Exports

China oil & gas drilling equipment 2026: covers land rigs, frac pumps, cementing, workover and downhole tools. Benchmarks Jereh, Baoji and Zhongman against Halliburton, Schlumberger, Baker Hughes and NOV. Electric frac, Middle East and Central Asia exports, price cycles, 3-5 year outlook.

— Tianxia Gongchang Research

Reports

China Offshore Engineering Equipment 2026: Premium Breakthrough in Wind Installation Vessels and Deep-Water Drilling Platforms

Global offshore engineering equipment hit 75 to 88 billion US dollars in 2025; Chinese yards captured 31.2 billion (41.2 percent global). WTIV is in short supply; deep-water drillship and FPSO orders rebound. Six firms (CSSC Offshore, CNOOC Engineering, Zhenhua, China Merchants, CIMC Raffles, Waigaoqiao) split workload. DP3, deep-sea pressure, and work-class ROV localization decides the 3 to 5 year premium breakthrough window.

— Tianxia Gongchang Research

Reports

China Industrial Hydraulics 2026 — High-end Domestic Substitution from Excavator Cylinders to High-pressure Piston Pumps

— Tianxia Gongchang Research

Reports

China Cutting Tools 2026: High-End Domestic Substitution of Carbide Indexable Inserts

Global metal cutting tools market USD 46.6 billion; China RMB 54 billion. From Zhuzhou Diamond, Oke Precision, Huarui Precision to Worldia and Hengfeng Tools, domestic indexable insert localization has exceeded 70%. Next 3 to 5 years are the critical window from mid-low to mid-high end.

— Tianxia Gongchang Research

Reports

China Food Packaging Machinery 2026: High-Speed Aseptic Filling and PET Line Localization

A systematic review of the 2025-2026 China food packaging machinery market, PET blow molding and aseptic filling processes, financial performance of domestic leaders Tech-Long and Newamstar, benchmarked against global giants Krones, Tetra Pak, and Sidel, with deep analysis of the PET line localization roadmap and capex cycles in downstream beverage and food factories.

— Tianxia Gongchang Research

Reports

China Data Center Liquid Cooling 2026 – AI Compute Demand from Cold Plate to Immersion

AI compute drives liquid cooling to the data center main stage: China's 2025 liquid cooling market reaches RMB 14.9-16 billion with about 33% penetration.

— Tianxia Gongchang Research

Reports

China Industrial Power Supply 2026 — Server PSU, Storage PCS, and Industrial Control Power as the Three Main Battlegrounds

Comprehensive analysis of China's industrial power supply sector in 2026: AI server PSU, storage PCS, UPS, HVDC, specialty power; upstream SiC/GaN/IGBT/magnetics/capacitor supply chains; major players; price cycles and policy; strategic outlook through 2030.

— Tianxia Gongchang Research

Reports

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.

— Tianxia Gongchang Research

Reports

2026 China High-Purity Quartz Sand: Twin-Track Battle in PV Crucibles and Semiconductor Quartz

From RMB 300,000 to 50,000 per tonne in three years — the price cliff masks a twin-track divergence: PV-grade 4N8 has cleared substitution while 5N semiconductor-grade remains 95% import-dependent. This research institute report dissects ore sources, processing barriers, manufacturers, pricing, policy and risks for a 3-to-5 year industry framework.

— Tianxia Gongchang Research

Reports

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.

— Tianxia Gongchang Research