天下工厂产业研究院 天下工厂产业研究院

Series

Industry Research Archive

A curated collection of Tianxia Gongchang Research Institute reports on key manufacturing industries, regional industrial landscapes and listed companies, grounded in real factory data and supply-chain insight.

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Part 1

Part 1

China's Provincial Manufacturing Landscape: Industrial Division and Competitive Position Across 13 Key Provinces

China's manufacturing value added has ranked first globally for fourteen consecutive years, yet the internal distribution is anything but uniform. This report maps the industrial logic of the Pearl River Delta, Yangtze River Delta, central manufacturing belt, and the Chengdu–Chongqing pole, profiling the distinctive specializations of Guangdong, Jiangsu, Zhejiang, Shandong, Anhui, and others — and identifying the structural pressures each faces.

Part 2

Part 2

Jingce Electronics Research Report: A Display-Inspection Leader's Push into Semiconductors and New Energy

Jingce Electronics grew from flat-panel display inspection and expanded along three lines — display, semiconductor metrology/inspection, and new-energy battery inspection. This report maps its business footprint, competitive position and growth, and examines the profit volatility behind its heavy R&D spending.

Part 3

Part 3

Qinchuan Machine Tool Research Report: Dual-Engine Drive of High-End Five-Axis Machining and State-Owned Enterprise Reform

Qinchuan Machine Tool is a leading enterprise in China's machine tool and tooling industry. This report examines its four-segment business structure, progress in five-axis machine tool import substitution, the strategic rationale behind two rounds of private placement, and its comparative advantages and challenges in high-end manufacturing and new-energy vehicle drivetrains.

Part 4

Part 4

Guizhou Tyre Research Report: Mastering Commercial Tyres and Driving International Expansion via Dual-Base Strategy

Guizhou Tyre has spent more than six decades deepening its position in truck/bus and off-the-road tyre manufacturing. This report maps its production footprint, the logic behind its Vietnam dual-base strategy, trade-barrier navigation, and the structural constraints that will shape its next phase of growth.

Part 5

Part 5

Yunnan Vegetable Industry Research Report: Geographic Endowment and Industrial Chain Upgrading of China's Highland Vegetable Basket

Yunnan's tiered climate creates a year-round, uninterrupted vegetable supply system. Annual output has surpassed 30 million tonnes, with exports reaching over 40 countries and regions. This report maps the major production zones, category structure, outbound logistics, cold-chain gaps, and the supply chain opportunities for upstream sectors including agricultural inputs, seedlings, cold-chain equipment, and processing machinery.

Part 6

Part 6

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 7

Part 7

Aviation Transport and Airport Sector Research: Post-Pandemic Recovery, Competitive Dynamics, and Supply-Chain Opportunities

China's civil aviation sector climbed from near-total pandemic shutdown to a record 700 million passengers in 2024. This report maps the industry structure, the four key players in the chain, demand cycles, competitive landscape, and risks — and points to upstream opportunities in aviation equipment manufacturing.

Part 8

Part 8

China's Chemical Project Map in 2024: Where the Investment Is and What Is Driving It

Drawing on China's 2024 active construction and planned chemical project pipeline, this report examines the regional distribution across East China, Northwest China, and South China, analyzes the industrial logic of five key provinces — Shandong, Jiangsu, Inner Mongolia, Xinjiang, and Guangdong — and assesses how the large-scale expansion of integrated refining-and-chemical bases and the policy push to 'reduce oil, grow chemicals' are redrawing the national industrial map.

Part 9

Part 9

China's Power Battery Capacity Landscape: Regional Map, Enterprise Competition, and Structural Overcapacity

China's power battery capacity has surpassed 1,500 GWh, forming a regional structure anchored by Fujian, Jiangsu, Sichuan, and Guangdong. CATL and BYD together hold more than 70% of the domestic market. This report maps provincial capacity distribution, the competitive dynamics among leading enterprises, and the structural contradictions behind falling utilization rates.

Part 10

Part 10

Jiangsu Manufacturing: Industry Composition, Regional Structure, and Industrial Clusters

Jiangsu is one of China's largest manufacturing provinces by output. This report examines its industry mix, north–south regional dynamics, and signature industrial clusters to give a structural picture of Jiangsu manufacturing.

Part 11

Part 11

China's 2024 Energy Transition Accelerates: National Targets and Provincial Roadmaps

The NEA's 2024 Guiding Opinions on Energy Work set a non-fossil power capacity share target of 55% and a wind-solar generation share target of 17%. Tianxia Gongchang Industrial Research Institute reviews all 31 provincial government work reports to map three structural storylines: western resource export, eastern grid absorption upgrades, and storage expansion. We also trace the manufacturing supply-chain implications of this policy cycle.