天下工厂产业研究院 天下工厂产业研究院

[ REGIONS ]

Regional Industrial Map

The industrial landscape laid out province by province, industry by industry: which industries reached scale where, who leads them, and which link of the supply chain is missing. The warp to the industry reports' weft.

Cross-province studies

Regional research that does not sit inside a single province

Research Report 2024-06-25

China's 2024 Energy Transition Accelerates: National Targets and Provincial Roadmaps

The NEA's 2024 Guiding Opinions on Energy Work set a non-fossil power capacity share target of 55% and a wind-solar generation share target of 17%. Tianxia Gongchang Industrial Research Institute reviews all 31 provincial government work reports to map three structural storylines: western resource export, eastern grid absorption upgrades, and storage expansion. We also trace the manufacturing supply-chain implications of this policy cycle.

— Tianxia Gongchang Research

Research Report 2024-06-25

China's Chemical Project Map in 2024: Where the Investment Is and What Is Driving It

Drawing on China's 2024 active construction and planned chemical project pipeline, this report examines the regional distribution across East China, Northwest China, and South China, analyzes the industrial logic of five key provinces — Shandong, Jiangsu, Inner Mongolia, Xinjiang, and Guangdong — and assesses how the large-scale expansion of integrated refining-and-chemical bases and the policy push to 'reduce oil, grow chemicals' are redrawing the national industrial map.

— Tianxia Gongchang Research

Research Report 2024-06-25

China's Power Battery Capacity Landscape: Regional Map, Enterprise Competition, and Structural Overcapacity

China's power battery capacity has surpassed 1,500 GWh, forming a regional structure anchored by Fujian, Jiangsu, Sichuan, and Guangdong. CATL and BYD together hold more than 70% of the domestic market. This report maps provincial capacity distribution, the competitive dynamics among leading enterprises, and the structural contradictions behind falling utilization rates.

— Tianxia Gongchang Research

Research Report 2024-06-18

China's Provincial Manufacturing Landscape: Industrial Division and Competitive Position Across 13 Key Provinces

China's manufacturing value added has ranked first globally for fourteen consecutive years, yet the internal distribution is anything but uniform. This report maps the industrial logic of the Pearl River Delta, Yangtze River Delta, central manufacturing belt, and the Chengdu–Chongqing pole, profiling the distinctive specializations of Guangdong, Jiangsu, Zhejiang, Shandong, Anhui, and others — and identifying the structural pressures each faces.

— Tianxia Gongchang Research