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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 Industrial Welding 2026
2026 China industrial welding research report.
— Tianxia Gongchang Research
China's Environmental Protection Equipment 2026: Full-Chain EPC and O&M Transition for Industrial Flue-Gas, Wastewater and Hazardous Waste
Anchored to FY2025 annual reports and H1 2026, the report covers four main lines (atmospheric treatment, industrial VOCs, solid and hazardous waste, flue-gas treatment), conducts deep dives on the six listed leaders — Qingxin Environment, Longking, Feida, Fulongma, Jingjin Equipment and Yongqing — and benchmarks them against Veolia, SUEZ, Xylem and Evoqua to systematically interpret import substitution, capacity expansion, pricing cycles and policy roadmap.
— Tianxia Gongchang Research
China PV Encapsulation Film 2026 — From Transparent EVA to POE Co-Extrusion for the N-Type Upgrade
Deep 2026 research on China PV encapsulant: 8B m² global demand vs 5.2B m² China capacity; EVA transparent prices fell from RMB 22 to 8.8/m²; Foster, Hiuv, Cybrid, Sveck vs Mitsui, Bridgestone, 3M; EPE co-extruded share from 3% to 30%; N-type TOPCon and HJT drive POE/EPE adoption; POE 75% controlled by Dow, ExxonMobil, Mitsui with Wanhua, Satellite breaking through; CBAM, UFLPA, IRA triple policy battle; 2030 ten-trend outlook.
— Tianxia Gongchang Research
China Electrolytic Copper Foil 2026: The 4.5μm Ultra-Thin and HVLP High-Frequency Dual-Track Breakthrough
China's electrolytic copper foil industry enters 2026 recovery: 2.07 million tons capacity; Jiayuan hit a record 9.64 billion yuan in 2025 while Norde posted a second 260 million yuan loss; 4.5μm lithium foil 100% localized, 4μm under attack, HVLP-3/4 still choked. This report maps the process chain, six Chinese leaders vs four overseas giants, power battery + AI server dual downstream, the composite foil threat, and 2026-2030 supply-demand projections.
— Tianxia Gongchang Research
China Titanium Dioxide 2026 — Chloride Route Replacing Sulfate and Global Export Pricing Power
Deep 2026 research on China TiO₂: 9.4M t global capacity vs 7.45M demand; China 64% of output, 51% of exports; CR5 58%, chloride 31%; Longbai Jiaozuo 500K-t chloride line pushes cash cost to RMB 10800/t; 2.07M t exports vs global AD encirclement; ilmenite Africanization accelerates; EU PFAS+CBAM + China dual-control; industry margin recovers from 20.1% to 27% by 2030.
— Tianxia Gongchang Research
China Semiconductor Silicon Wafer 2026 — The 300mm Localization Push
2026 China semiconductor silicon wafer deep research: USD 13.6B global market with five oligopolies at 90% share; Shin-Etsu/SUMCO/GlobalWafers/Siltronic/SK Siltron vs NSIG/Sien/TCL Zhonghuan Lingxian/GlobalWafers-China/Beijing Yanyu Semiconductor; 300mm polished localization 35%, epi only 15% still bottleneck; electronic-grade 11N polysilicon, 72-hour CZ pull, zero-tolerance CMP; SUMCO 15% epi hike in 2026; Big Fund Phase III RMB 344B; 2030 55% composite localization path.
— Tianxia Gongchang Research
China Tungsten and Molybdenum Alloys 2026: Strategic Metals Across Cemented Carbide, Photovoltaic Tungsten Wire and High-end Equipment
A comprehensive analysis of China's tungsten-molybdenum alloys chain — from Jiangxi-Hunan tungsten and Henan-Shaanxi molybdenum, through APT/W-powder/cemented-carbide midstream, covering FY2025 results of China Tungsten & Hightech, Xiamen Tungsten, CMOC, Jinduicheng Molybdenum, Zhangyuan Tungsten with Sandvik/Plansee/Kennametal benchmarks, the APT price doubling to RMB 780K/ton, the Feb 2025 export controls, four emerging downstream applications, and five structural judgments for 2026-2030.
— Tianxia Gongchang Research
2026 China Phosphate Chemicals: From Phosphate Rock to LFP Cathode — Industrial Chain Integration
Deep research on the 2026 China phosphate chemicals industry: covering rock, yellow phosphorus, industrial phosphoric acid, iron phosphate, LFP cathode, glyphosate, and fertilizer; analyzing Yuntianhua, Xingfa, Hubei Yihua, Chuanfa Longmang, Chuanheng vs OCP, Mosaic, Nutrien, PhosAgro, EuroChem; five structural shifts 2026-2030: integration, mining rights, new energy, green low-carbon, China-Morocco duality.
— Tianxia Gongchang Research
China Polysilicon 2026 — Top-Tier Cost Discipline and the N-Type Granular Breakthrough
Deep 2026 research on China polysilicon: 3.2M tonnes capacity vs 1.1M demand (2.9x oversupply); prices crashed from RMB 300K to 40K/tonne; Tongwei, GCL, Daqo, Xinte, Asia Silicon vs Wacker, Hemlock, OCI in N-type era; granular share rises to 24%; USD 5B integration fund; Oman/Indonesia/Malaysia overseas bases; EU CBAM and green silicon; 'four-plus-two' 2030 forecast.
— Tianxia Gongchang Research
China Memory Chip 2026: DRAM, NAND Twin Breakthrough and HBM On-Board
A full-landscape research on China memory chip industry 2026 — YMTC NAND, CXMT DRAM, domestic HBM, and module ecosystem advancing in parallel; generation gap and breakthrough paths versus SK Hynix, Samsung, Micron, Kioxia. Fourteen chapters of in-depth analysis.
— Tianxia Gongchang Research
China Wafer Foundry 2026: Mature-Node Expansion Wave and Advanced-Node Breakthrough
In 2025 mainland China wafer foundry approached RMB 200B revenue, 1.2M 12-inch wpm, utilization 90%+; SMIC's USD 9.3B revenue lifted it to global #2; N+2/N+3 serves Huawei Kirin and Ascend. This 14-chapter report covers industry overview, node breakdown, process barriers, key players, capacity, advanced-node breakthrough, supply chain, price war, capex, policy, customer structure, scenarios and risks.
— Tianxia Gongchang Research
China Integrated Die-Casting 2026: The 9000T Mega-Press Wave and NEV Body Reconstruction
In 2025 China integrated die-casting structural-parts market crossed thirty billion yuan; close to twenty 9,000-ton mega presses now installed; 16,000-ton class running at XPeng P7+ and Hongtu Guangzhou. A 14-chapter picture from heat-treatment-free alloy, mega molds, mega presses to Tier1 casters and OEM programs — localization milestones, the economic argument, insurance and crash dynamics, and the five-year landscape evolution.
— Tianxia Gongchang Research