天下工厂产业研究院 天下工厂产业研究院

[ RESEARCH ]

The Industrial Map of Chinese Manufacturing

We publish structural research industry by industry, at the granularity of individual industrial clusters, built on real factory samples. Every report cross-references two sources — public membership rolls from trade associations, and verified factories identified by Tianxia Gongchang. The full factory list lives on the main platform.

Research Report 2026-06-28

4.8 Million Real Factories × AI: The Data Foundation Race in Supply Chain Discovery

Enterprise information coverage does not equal factory coverage; product catalog coverage does not equal production capacity coverage. In the new AI-driven phase of supply chain discovery, the quality of the data foundation — not its scale — is becoming the decisive variable that determines an AI system's capability ceiling.

— Tianxia Gongchang Research

Research Report 2026-06-28

Cracking the 'Unfiltered Dimension' Problem: How AI-Verified Recall Fills Structured Data Gaps

Export qualifications, niche certifications, and specialized processes cannot be pre-indexed as structured fields. Traditional search either ignores these dimensions or returns spuriously precise large recall sets. AI online verification combined with in-database cross-checking is closing the structured data gaps in supply chain discovery.

— Tianxia Gongchang Research

Research Report 2026-06-28

AI Is Reshaping B2B Factory Discovery: From Keyword Search to Conversational Finding

The structural limitations of keyword search are constraining B2B factory sourcing efficiency. Conversational AI — through iterative requirement clarification and real-data counter-questioning — is redefining the factory discovery paradigm.

— Tianxia Gongchang Research

Research Report 2026-06-28

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.

— Tianxia Gongchang Research

Research Report 2026-06-28

China Semiconductor Test Equipment 2026: SoC ATE and Probe Station Localization Push - Market Size and Competitive Landscape Deep Research Report

2025 global semiconductor test equipment market reached about USD 9 billion; mainland China 32% (USD 2.9B) at 28% localization. Analog and power 62/56% localized; high-end SoC ATE only 4%, HBM test 2%. Changchuan, Hwatsing, Jingce, Xinyichang combined CNY 8B 2025 revenue. Report dissects 6 ATE sub-segments, 7 process moats, customer groups, capacity expansion, price cycle, export controls; gives 2026-2030 path to 50% localization.

— Tianxia Gongchang Research

Research Report 2026-06-28

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.

— Tianxia Gongchang Research

Research Report 2026-06-28

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.

— Tianxia Gongchang Research

Research Report 2026-06-27

China Powder Metallurgy 2026: The Dual-Track Breakthrough of MIM and High-End Metal Soft Magnetic Powder Cores

Powder metallurgy is long underestimated by outsiders, but China hit nearly RMB 48 billion in 2025 at 12% CAGR. Press-and-sinter, MIM, metal soft-magnetic cores, and 3D printing metal powder are four sub-tracks with vastly different growth. This report covers leading players, overseas giants, four downstream drivers (foldable, EV OBC, AI servers, COMAC), 3-5-year calls and risks.

— Tianxia Gongchang Research

Research Report 2026-06-27

China Mechanical Seals 2026 — Hidden Champion Cdsii and High-End Domestic Substitution

China Mechanical Seals 2026 in-depth report: focusing on the pattern evolution between local leaders like Cdsii and global giants like John Crane, EagleBurgmann, Flowserve, AESSEAL — decomposing the three high-end breakthrough battlegrounds of dry gas seals, nuclear primary pump seals, and gas turbine seals.

— Tianxia Gongchang Research

Research Report 2026-06-27

China Vitamins 2026 — VA/VE/VD3 Oligopoly and Global Export Pricing Power

2026 deep research on China vitamins: DSM-Firmenich EUR 2.2 bn ANH divestment to CVC hands global VE pricing power to Xinhecheng + Nantekang/JV + Zhejiang Medicine; Garden Bio holds 70% global NF-grade cholesterol + #1 VD3; 2024 BASF Ludwigshafen explosion + H1 2026 Middle East geopolitics dual pulses; 14 chapters on 2026-2030 China vitamin pricing power + high-end + synthetic biology.

— Tianxia Gongchang Research

Research Report 2026-06-27

China Sweeteners 2026 — Sucralose and Erythritol Global Export Oligopoly

Deep 2026 research on China sweeteners: Jinhe leads acesulfame and sucralose; San Yuan leads erythritol; Layn leads monk fruit; Bao Ling Bao anchors Yucheng hub; China holds 85%+ sucralose, 60%+ acesulfame, 65% erythritol, 80% stevia, 90% monk fruit; benchmarks Tate & Lyle, Ingredion, Cargill, ADM, Ajinomoto; full 2024-2026 cycle; 14 chapters.

— Tianxia Gongchang Research

Research Report 2026-06-27

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.

— Tianxia Gongchang Research