天下工厂产业研究院 天下工厂产业研究院

Series

Energy, Infrastructure & Industrial Software

Coal, nuclear and grid, data centres and compute, plus industrial software, automation and testing/certification services.

14studies

Part 1

Part 1

Cobalt Industry Research: Supply Acceleration and the Long Road to Rebalancing

Cobalt is a critical metal in the new-energy battery supply chain and one of the most structurally mismatched commodities of recent years. This report examines the supply structure, demand evolution, price cycle, industrial-chain positioning, and key market participants across five dimensions.

Part 2

China Industrial Automation 2026: Servo Systems, PLC, VFD, Motion Control & Sensors — Market Size and Competitive Landscape Deep Research Report

A comprehensive deep-research report covering China's industrial automation core components market (2025–2026): servo systems, variable frequency drives, PLCs, DCS, machine vision, industrial sensors, and industrial software. Includes full competitive landscape of 14 key domestic and international companies, industry belt geography, technology roadmap, localization rates, and 2026–2030 forecasts.

Part 3

2026 China Power Transmission & Distribution Equipment Industry Report: UHV · Transformers · Switchgear · Cables · Smart Meters

State Grid and Southern Power Grid recorded combined capital expenditure exceeding RMB 800 billion in 2025 — an all-time high. Multiple ±800 kV/±1100 kV UHV lines are under concurrent construction. Transformer, switchgear, and cable exports have surged, lifting China's global market share to new peaks. This report systematically reviews the market size, competitive landscape, and technology trajectory of China's power T&D equipment sector in 2025–2026.

Part 4

2026 China Data Center IDC & AI Computing Market: Scale, Competitive Landscape, and Industry Deep Research Report

A comprehensive analysis of China’s data center and AI computing industry (IDC operations, AI computing services, AI chips, liquid cooling infrastructure) covering market sizing, competitive dynamics, supply chain structure, and technology evolution through FY2025 and Q1 2026, with projections to 2030.

Part 5

Software for a Nation: A Deep Research Report on China's Industrial Software Industry 2026

China's industrial software sector is undergoing a historic inflection point. From a domestic substitution rate below 25% in 2020 to crossing the 50% threshold in 2025, the industry has achieved a broad capability leap in five years. Yet EDA and high-end CAE remain the deepest bottlenecks, domestic ERP has begun genuine displacement of SAP and Oracle at large enterprises, and industrial AI large models are redrawing the boundaries of every industrial software category.

Part 6

China Nuclear Power Industry 2026: Market Scale, Technology Routes, and Competitive Landscape — HPR1000, Guohe One, ACP100 SMR, and Generation IV

China's nuclear installed capacity reached 62.48 GW (59 units) by end-2025, surpassing the US and France combined for global No.1 in total operating+approved+under-construction capacity. HPR1000 serial construction, CAP1400 demonstration, Linglong One global first SMR, and Shidaowan Generation IV commercial operation mark five simultaneous technology milestones. This report covers technology generations, full supply chain, key enterprise FY2025 financials, and 2026–2030 market forecasts.

Part 7

China Testing, Inspection and Certification Industry 2026: Market Size and Competitive Landscape Deep Research Report

In 2025, China's TIC market revenue approached RMB 530 billion, ranking second globally. Over 53,000 licensed institutions issue 551 million test reports annually. This report covers the Big Four (SGS/BV/Intertek/Eurofins) FY2025 data, China sub-segment sizing, financial analysis of CTI Testing and four other listed companies, industrial-belt geography, LIMS and AI technology evolution, and 2026–2030 landscape forecasts.

Part 8

2026 China Cybersecurity Industry Deep Report: Xinchuang, AI Security, Critical Infrastructure & Data Security in the Era of Domestic Substitution

China's cybersecurity market is undergoing structural transformation driven by CP 2.0 compliance, Xinchuang domestic substitution, AI-native threats, and Critical Infrastructure Protection Regulations. This report examines China's cybersecurity market scale (~RMB 135 billion, CAGR 15%), competitive dynamics, industry chain, segment evolution, and technology frontiers across FY2025 and H1 2026.

Part 9

Black Energy: 2026 China Coal Industry Market Size and Competitive Landscape Research Report

China digs enough coal in one year to stack a black mountain hundreds of times the height of Everest. This is a system that powers a quarter of the world's electricity — and its future hangs between energy security and climate commitment.

Part 10

China AI Large Language Models and Applications (Foundation Models + Compute + ToB + ToC + Agent + Overseas Expansion): 2026 In-Depth Industry Market Size and Competitive Landscape Research Report

Anchored to June 2026, this report systematically surveys China's AI large-model full value chain — covering foundation models, MaaS cloud services, vertical industry models, ToB/ToC applications, AI Agents and overseas expansion — integrating FY2025 financial data and latest 2026 Q1 developments to present a panoramic picture of China's AI industry transitioning from the experimental period to the realization period.

Part 11

2026 China Water Treatment Industry Research Report: Municipal Water, Industrial Wastewater, Membrane Technology, Desalination and Smart Water Management

Water is the source of life, the foundation of production, and the bedrock of ecosystems. China sustains 22% of the world's population and the largest manufacturing sector on the planet with just 6% of global freshwater resources. The efficient use of water resources and systematic management of water environments have always been central to national ecological civilization. As China moves from the conclusion of its "14th Five-Year Plan" into the opening phase of the "15th Five-Year Plan," the w

Part 12

China Industrial Power Supply 2026 — Server PSU, Storage PCS, and Industrial Control Power as the Three Main Battlegrounds

Comprehensive analysis of China's industrial power supply sector in 2026: AI server PSU, storage PCS, UPS, HVDC, specialty power; upstream SiC/GaN/IGBT/magnetics/capacitor supply chains; major players; price cycles and policy; strategic outlook through 2030.

Part 13

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.

Part 14

China Data Center Liquid Cooling 2026 – AI Compute Demand from Cold Plate to Immersion

AI compute drives liquid cooling to the data center main stage: China's 2025 liquid cooling market reaches RMB 14.9-16 billion with about 33% penetration.