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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.
China Glass Fiber 2026: The Dual Front of Wind Yarn and Electronic Yarn
In 2026 Owens Corning formally completes its global Glass Reinforcements divestiture; the industry enters a China-dominant, Japan-specialty two-pole era. China's yarn output reaches 8.43M tons (~70 percent global). Wind yarn is pulled by offshore scale-up; electronic yarn and cloth enter a decade-tightest shortage on AI compute demand. This report covers furnace scale-up, generations, corporate landscape, substitution, cycles, policy, and risks.
— Tianxia Gongchang Research
China Submarine Cable 2026: Dual Drivers from Offshore Wind and Cross-Sea Interconnection
— Tianxia Gongchang Research
China Carbon Fiber 2026: From Wind Blades to Large-Tow, Localization at the Crossroads
China's carbon fiber industry in 2025: 162,000 tonnes capacity, 96,400 tonnes consumption, over 80% localization, 60%+ global share in large-tow, profit per tonne at just 330 RMB. A 14-chapter map from precursor to wind blades, hydrogen tanks, aerospace, low-altitude, and robotics—analyzing the three-year high-end localization window and five-year competitive evolution.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research
2026 China Vacuum Pump & Compressor Industry Deep Research Report
Comprehensive analysis of industrial vacuum pumps, semiconductor dry pumps, refrigeration compressors: market scale CNY 11.7B, localization progress, refrigerant transition, and 2026-2030 strategic outlook.
— Tianxia Gongchang Research
2026 China Cybersecurity Industry Deep Report: Xinchuang, AI Security, Critical Infrastructure & Data Security in the Era of Domestic Substitution
China's cybersecurity market is undergoing structural transformation driven by CP 2.0 compliance, Xinchuang domestic substitution, AI-native threats, and Critical Infrastructure Protection Regulations. This report examines China's cybersecurity market scale (~RMB 135 billion, CAGR 15%), competitive dynamics, industry chain, segment evolution, and technology frontiers across FY2025 and H1 2026.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research
2026 China Heavy Truck and Commercial Vehicle Industry: Market Scale and Competitive Landscape — In-Depth Research Report
China's heavy truck sales topped 1 million units in 2025, NEV penetration reached ~23% for the year and 54% in the final month, exports hit a record ~330,000 units. Electrification, overseas expansion, and intelligent driving are reshaping a market long held by SINOTRUK, FAW Jiefang, Shaanxi Auto, Dongfeng, Foton, and Yutong. This report maps the full transformation: market scale, supply chains, enterprise financials, industrial belts, technology, and forecasts to 2030.
— Tianxia Gongchang Research
China IC Design Industry: Market Size, Competitive Landscape, and In-Depth Research Report 2026
In 2025, China's IC design sector posted annual sales of RMB 835.73 billion (~USD 118B), crossing the hundred-billion-dollar threshold for the first time; 3,901 IC design firms — most globally. Domestic AI chip share rose from ~5% (2022) to 42% (2025); automotive analog IC substitution is accelerating; Montage Technology co-leads DDR5 RCD globally with Rambus. Full 12-chapter report covering FY2025 financials of 20+ companies.
— Tianxia Gongchang Research
2026 China Innovative Drug Industry: Market Scale, Competitive Structure, and Deep Research Report
2025 China innovative drug License-out totaled ~$135.6B (157 deals, +2.5x YoY), first time surpassing the US at ~49% global share. Hengrui FY2025 revenue RMB 31.6B, net profit RMB 7.7B (records); BeiGene first GAAP annual profit, zanubrutinib global #1 BTK inhibitor; Innovent first GAAP annual profit, mazdutide dual-indication approved; NMPA 2025 record 120 approvals with domestic products >50%. ADC/GLP-1/bispecific/CAR-T all advancing on multiple global Phase 3 fronts.
— Tianxia Gongchang Research
2026 China Energy Storage Industry: Market Size and Competitive Landscape Deep Research Report
China added over 80 GWh of new electrochemical storage in 2024, the most in the world; system prices fell from 1.3 yuan/Wh to 0.6 yuan/Wh; CATL and BYD lead cells while Sungrow and Huawei dominate PCS; standalone storage exceeded co-located for the first time. This report covers China's storage supply chain, competitive landscape, sub-segments, technology trends, and 2026–2030 outlook.
— Tianxia Gongchang Research