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.
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.
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.
China Industrial Welding 2026
2026 China industrial welding research report.
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.
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.
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.
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.
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.
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.
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.
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.