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China's Power-Battery Recycling 2026: The First Year of Binding Rules, and a Disordered Urban Mine
On 1 April 2026, MIIT Order No. 73, issued jointly by six ministries, took effect, giving power-battery recycling in China its first binding regulation. It confronts a peculiar industry: whitelisted firms hold nominal capacity counted in millions of tonnes yet process only a fraction of it, and roughly eight in ten scrapped electric vehicles arriving at licensed dismantlers have no battery. This is not an industry short of capacity, but one short of order.
China's Power Battery Industry 2026: One Battery Behind Many World Firsts, and Its Threefold Siege
In 2026, CATL leads the world for a ninth straight year (39.2% share), BYD is second, six Chinese firms sit in the global top ten, and Chinese makers hold about 69% of the world EV-battery market. Yet precisely because it is so strong, it faces a threefold siege: external regulatory encirclement (US IRA/FEOC and tariffs, EU battery law), an upstream resource chokepoint (70% of lithium imported), and internal overcapacity. This report dissects the peak and the predicament.
China's Green Hydrogen and Electrolyzer Equipment Industry (2026): 3 GW of Tenders, 58 GW of Capacity, and the Upstream Order Map
China's domestic electrolyzer tenders reached 3.02 GW in 2025 against roughly 58 GW of nameplate capacity, with extreme alkaline bids down to about RMB 375/kW — this report translates the green hydrogen mega-base boom into an order map for upstream suppliers of diaphragms, electrodes, and rectifier power supplies.
China's Solid-State Battery Supply Chain (2026): Order Opportunities Along the Materials and Equipment Tracks
Global solid-state battery shipments reached 5.3 GWh in 2024 — all semi-solid-state; in 2026 semi-solid-state vehicle installations are scaling up and leading battery makers' all-solid-state pilot lines are landing in clusters, while lithium sulfide still costs over RMB 3 million per tonne and all-solid-state equipment investment per GWh runs 2–3x that of liquid-electrolyte lines — procurement windows on both the materials and equipment ends are opening at the same time.
Tides of White Oil: 2026 Deep-Dive Research Report on China's Lithium Carbonate Industry
In Nov 2022 China's battery-grade lithium carbonate spiked to RMB 600,000/t; 21 months later it collapsed to RMB 72,000 — an 88% drop. By June 2026 the price hovers around RMB 100,000. China produced 780 kt LCE of carbonate and 360 kt of hydroxide in 2025, over 60% of global supply. This report covers the upstream-midstream-downstream chain across 14 chapters.
China Ternary Precursor 2026 — Nickel-Cobalt-Manganese Integration and the Global Resource Race
2026 China ternary precursor: shipments 88 kt (84% global), CR3 76% (CNGR 33 + Huayou 18 + GEM 16). NCM811 processing fee at floor ¥8500/t; high-nickel single crystal + NCMA + solid-state adaptation drive premium. Indonesian HPAL Ni 45 kt, DRC cobalt + EOL recycling 380 kt; CBAM + IRA reshape global flows. 14 chapters.
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 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.
China Wind Power Components Deep Report 2026: Blades · Towers · Main Shafts · Flanges · Gearboxes · Offshore Monopiles · Wind Power Castings
A comprehensive analysis of China's seven core wind power component segments (blades, towers, main shafts, flanges, gearboxes, offshore monopiles, and castings) covering 2025 market size, technology evolution, and competitive landscape of leading enterprises including SINOMA, Riyue, and Oriental Cable, with a 2026-2030 outlook.
The Rare Earth Chain: 2026 Deep-Dive Research Report on China's Rare Earth Permanent Magnets and Permanent Magnet Motors
China's April 2025 export controls on seven heavy rare earths and Tb/Dy-containing NdFeB magnets triggered a 40%+ PrNd price rebound. JL MAG net profit +142%, Zhongke Sanhuan +661%. This FY2025 report covers NdFeB and SmCo magnets plus permanent magnet motors across NEVs, wind, servo, appliances, and humanoid robots — analysing market size, competition, technology evolution, risks, and a 2026–2030 outlook.
2026 China Hydrogen Energy Deep Research Report: Green Hydrogen, Fuel Cells, and Storage-Transport Full Landscape
China is the world's largest hydrogen producer at ~35 million tonnes/year, but 97%+ is grey hydrogen. In 2025, renewable green hydrogen in operation reached ~250,000 tonnes/year, fuel cell vehicle fleet stood at ~30,000, and 560 hydrogen refuelling stations were built. Cost, infrastructure, and commercial loops — three gateway bottlenecks — are determining the pace of China's journey from planning powerhouse to industrial leader.