[ 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'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.
— Tianxia Gongchang Research
On the Eve of Humanoid Robot Mass Production: China's Components Supply Chain Reignited by Orders
Global humanoid robot shipments reached roughly 18,000 units in 2025, up more than fivefold year on year, with Chinese vendors taking the top two spots; TrendForce expects shipments to grow another sevenfold in 2026. Beyond the spotlight on complete machines, a capacity race in screws, reducers, motors, and dexterous hands is unfolding across China's component industrial clusters.
— Tianxia Gongchang Research
The Inaugural Year of Industrial AI Agents: The Real Progress of Large Models Entering Chinese Factories
From the State Council's "AI Plus" initiative to the eight-ministry special document targeting 1,000 high-caliber industrial AI agents by 2027, the policy chain has closed the loop; IDC research shows the adoption rate of large models among Chinese industrial enterprises rose from 9.6% to 47.5% within a year. This article reviews the policy trajectory, deployment scenarios, and real bottlenecks of industrial AI agents.
— Tianxia Gongchang Research
China Industrial Lubricants 2026: Great Wall and Kunlun Duopoly with Longpan Going Abroad
China consumed about 7.7 Mt of lubricants in 2025; Sinopec Great Wall and PetroChina Kunlun together hold about 38%, while Lubrizol, Infineum, Chevron Oronite and Afton still control over 91% of compound additives. This report dissects the 2025 market structure, API Groups I-V base oils, refining and blending, leading players, industrial and automotive categories, EV coolants, downstream factory identification, Longpan going abroad via Lubricos, capacity, pricing, policy and risk.
— Tianxia Gongchang Research
2026 China PCB Equipment Industry: Market Size & Localization Substitution
A research-institute report on China PCB equipment 2026: mechanical and laser drillers, LDI direct-imaging exposure, wet lines and AOI. Benchmarks Han's CNC, Dingtai Hi-Tech, Dongwei, Suzhou Tianzhun against Schmoll Maschinen, Hitachi ViaMechanics, Mitsubishi, Posalux, Orbotech, with a 2026–2030 outlook.
— Tianxia Gongchang Research
China's Prefab Steel Structure and Construction 2026 — Industrial Plants, Mega Venues, and Steel Bridges Reshaping the General-Contracting Tier
2026 China steel-structure and prefab-construction deep research: 132M-t output, 35.6% prefab share, CR10 9.4%; Honglu/Jinggong/Hangxiao/Southeast/Fuhuang/CRBC vs Nucor/Steel Dynamics/Tata/SSAB/Cleveland-Cliffs/ArcelorMittal Europe; fabs, lithium, data centres, EV assembly, cross-sea bridges, prefab housing, floating wind; CBAM + prefab plan + East-West Compute + BRI; 5-to-10-year consolidation window.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research
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.
— Tianxia Gongchang Research
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
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
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
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