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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.