[ 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.
Zhu Rongji and Chinese Manufacturing: Institutional Foundations and Industrial Legacy, 1987-2003
Zhu Rongji died on August 12, 2026, at 98. This 41-chapter study traces his sixteen years of institution-building for Chinese manufacturing: Santana localization and Pudong; the 1994 tax-sharing and exchange-rate reforms; the SOE turnaround, spindle cutting, the 1998 ministerial restructuring, and WTO accession - mapped onto the ground beneath China's 4.8 million factories today. With a chronology, notes on statistics, and verified quotations.
— Tianxia Gongchang Research
One Sentence, One Prospect List: Six Manufacturing-Sales Workflows Rewritten by MCP and Agent Skills
The Tianxia Gongchang open platform turned five capabilities over 4.8 million factories into tools an AI assistant can call directly, and released an official Agent Skill. Six workflows show what changes in manufacturing sales: a Ningbo territory motion narrowed from 430 to 34, a Jiangsu ICP cut from 39,747 to 1,707 and exported by district slices, pre-show verification, exporter filtering, legacy lead enrichment, and assistant setup. Every figure was retrieved on August 4, 2026.
— Tianxia Gongchang Research
DeepSeek V4 Flash Post-Launch Review: From 'Shock Moment' to 'Efficiency as the Norm', Chinese LLMs Enter Their Second Phase
On July 31, 2026, DeepSeek quietly shipped the official V4 Flash in its API changelog: a model with 13 billion active parameters that overtook the preview of its own 1.6-trillion-parameter flagship on agentic benchmarks. Markets barely moved, yet the price war has flipped, and this time it was OpenAI that cut first. This report reviews the launch, the global market reaction, and the deeper shifts in the US-China AI landscape, and asks what plunging inference costs mean for Chinese manufacturing.
— Tianxia Gongchang Research
Plugging 4.8 Million Factories Into AI: What an Open Platform and MCP Mean for the Future of Manufacturing
The Tianxia Gongchang open platform exposes the data foundation of 4.8 million Chinese factories to every application and AI assistant through five capabilities and two access methods, with an MCP service and an official Agent Skill rolling out. This essay examines how that changes B2B sales workflows, sourcing costs, the developer toolbox, and how factories get discovered — and which expectations deserve restraint.
— Tianxia Gongchang Research
The Science of Site Selection: When 3.45 Million Factory Coordinates Meet AI
A 30-chapter deep dive: two centuries of location theory, 3.45 million real factory-site coordinates, 1,572 algorithm-discovered industrial clusters, measurable supplier radii, and the five maps that turn factory site selection from craft into science.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research
China's Elevator Industry 2026: 12.3 Million Units Installed and a New-Build Market That Has Peaked
At the end of 2025 China's installed base of elevators reached 12.3159 million units, the largest single class of special equipment in the country. In the same year, output of elevators, escalators and lifts fell to 1.401 million units. An industry that staked thirty years of growth on new buildings is now being forced to learn a different business: maintaining, modernising and replacing the twelve million units already in place.
— Tianxia Gongchang Research
The Last Blast Furnace: Britain Takes British Steel Back from Jingye, and 290 Years of British Industry in Review
On 16 July 2026, Britain nationalised the Chinese-owned British Steel. The 28.3 million tonnes of 1970 is often taken for the high-water mark of British steel, but it was already the residue left after seventy years of relative decline — this curve begins with the flying shuttle, the spinning jenny and the steam engine, peaks around 1870, and ends in a transfer order with no price attached.
— Tianxia Gongchang Research
China's Home Appliance Industry 2026: White-Goods Kingdom — From Selling the Most to Selling the Priciest
Haier has topped Euromonitor's global major-appliances retail-volume brand ranking for 17 straight years, Midea is the world's largest appliance maker by revenue (RMB 458.5 billion), and China makes nearly 95% of the world's AC compressors. Home appliances are China's most complete leap from world's factory to world's brand. Yet from selling the most to selling the priciest, one last leg remains: appliance chips, brand premium and high-end kitchen appliances.
— Tianxia Gongchang Research
China's Display Panel Industry 2026: From 'Screen Famine' to Global Dominance—A Counter-Cyclical Comeback and the Last Fortresses at the High End
In 2012, China imported USD 50.3 billion of LCD panels—its fourth-largest import after chips, crude oil and iron ore: the 'screen famine.' A decade later, mainland China supplies about 95% of the world's LCD panels, BOE leads all five major categories, and panel revenue share topped half in H1 2025 (52.1%). Powered by counter-cyclical investment and the Hefei model, China staged its most dramatic manufacturing comeback. Yet the high-end 'last fortresses' remain.
— Tianxia Gongchang Research
China's High-Speed Rail and Rail Transit Equipment Industry 2026: A National Calling Card's Ascent, and Its 'Smooth South, Blocked North' Overseas Expansion
In 2026, China's high-speed rail in service tops 50,000 km—over 70% of the world's total; CRRC is the world's largest rail-equipment maker at about 53% share; and the CR450 enters uncharted territory at 400 km/h in service. From importing four technology platforms to the fully indigenous Fuxing and leading UIC standards, China completed the full arc of ascent to the summit. Yet this calling card's overseas push is 'smooth in the South, blocked in the North.'
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research