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China Industrial Lubricants 2026: Great Wall and Kunlun Duopoly with Longpan Going Abroad
China consumed about 7.7 Mt of lubricants in 2025; Sinopec Great Wall and PetroChina Kunlun together hold about 38%, while Lubrizol, Infineum, Chevron Oronite and Afton still control over 91% of compound additives. This report dissects the 2025 market structure, API Groups I-V base oils, refining and blending, leading players, industrial and automotive categories, EV coolants, downstream factory identification, Longpan going abroad via Lubricos, capacity, pricing, policy and risk.
China's Prefab Steel Structure and Construction 2026 — Industrial Plants, Mega Venues, and Steel Bridges Reshaping the General-Contracting Tier
2026 China steel-structure and prefab-construction deep research: 132M-t output, 35.6% prefab share, CR10 9.4%; Honglu/Jinggong/Hangxiao/Southeast/Fuhuang/CRBC vs Nucor/Steel Dynamics/Tata/SSAB/Cleveland-Cliffs/ArcelorMittal Europe; fabs, lithium, data centres, EV assembly, cross-sea bridges, prefab housing, floating wind; CBAM + prefab plan + East-West Compute + BRI; 5-to-10-year consolidation window.
China Industrial Aluminum Extrusion 2026: Dual-Engine Restructuring Driven by Automotive Lightweighting and Solar Module Frames
China industrial aluminum extrusion crossed 12.5M tons in 2025 (54% of total profile output), completing the inversion from construction-led to industrial-led. Solar frames 3.95M, NEV 1.4M, general 3.6M, rail body 480K. Under EU CBAM 2026, anti-dumping, export-rebate cut, and green-power push, leaders pivot to auto-structural and solar-frame engines. 14 chapters: billet, process, players, downstream, capacity, prices, policy, risks.
China Specialty Paper 2026 — Decor Base, Food Packaging and the High-End Breakthrough
2026 deep research on China specialty paper: industry output ~5 mn t, top-two share ~50%; Xianhe 2024 revenue RMB 10.3 bn; Wuzhou H1 2025 revenue RMB 4.1 bn; Huawang decor base going global; Kane capacitor paper duopoly; EU PPWR + PFAS effective August 2026; 14 chapters on 2026-2030 global pathway.
China Biodegradable Plastics 2026: PLA, PBAT, and the Capacity Showdown
A 2026 panoramic on the Chinese biodegradable-plastic industry: PLA and PBAT process routes, the standoff between 4.2 million tonnes of planned capacity and 36% utilisation, the Kingfa-Fengyuan-Hisun-NatureWorks-BASF map, single-use-plastic restrictions and capacity overhang, EU SUP and CBAM impact on exports.
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.
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.
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.
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.
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 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.