[ 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.
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.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research
China Amino Acids 2026 — Global Feed Export Dominance and the Small-Variety Breakthrough
2026 deep research on China amino acids: China holds 76% global lysine and 93% threonine; five leaders — Meihua (RMB 24.2 bn + 1.3 mn t Jilin lysine #1), Fufeng (RMB 27.9 bn + Kazakhstan base), Xinghu (Yipin + Heilongjiang 450k t), Huaheng (synthetic biology), Angel Yeast (global YE #1); July 2025 EU AD 47.7-58.3% + April 2026 anti-absorption; 14 chapters cover corn, strain, fermenter, low-protein diet, small varieties, pharma-grade, overseas — full 2026-2030 four-plus-two outlook.
— Tianxia Gongchang Research
China High-Pressure Cylinders 2026 — Twin Ramp of 70 MPa Type-IV Hydrogen Storage and LNG Mobile Tank Containers
China's 2025 high-pressure cylinder market reached RMB 124 billion. 35 MPa Type-III is nearly fully localized; 70 MPa Type-IV just crossed national-standard certification; LNG-heavy-truck penetration is rising fast; industrial cylinders provide stable cash flow. This 14-chapter report maps the chain from carbon fiber to cylinder valves and the next 5-year evolution.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research
China Industrial Welding 2026
2026 China industrial welding research report.
— Tianxia Gongchang Research
China's Environmental Protection Equipment 2026: Full-Chain EPC and O&M Transition for Industrial Flue-Gas, Wastewater and Hazardous Waste
Anchored to FY2025 annual reports and H1 2026, the report covers four main lines (atmospheric treatment, industrial VOCs, solid and hazardous waste, flue-gas treatment), conducts deep dives on the six listed leaders — Qingxin Environment, Longking, Feida, Fulongma, Jingjin Equipment and Yongqing — and benchmarks them against Veolia, SUEZ, Xylem and Evoqua to systematically interpret import substitution, capacity expansion, pricing cycles and policy roadmap.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research