Regional and supply-chain research

New energy and power equipment / Basic and process materials Supply-chain Study

New energy and power equipment / Basic and process materials Supply-chain Study. A dated 42-record cohort study compares composition, parent sets and evidence coverage. Comparative structure study; archive date 2026-10-16.

Revision and archive snapshot: 2026-10-16

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Research findings

Comparative structure study

The largest recorded reporting jurisdiction, Jiangsu, contains 9 records (21.4% of this 42-record cohort). The remaining cohort contains 33 records. The comparison concerns archive composition.

The recorded sub-industry label Traction batteries accounts for 16.7% here (7/42), compared with 3.0% in the parent set (62/2,072), an absolute gap of 13.7 percentage points.

14/42 companies link to pages with existing source-supported excerpts (33.3% of the cohort). The other 28 records remain usable for archive composition, but do not support new operating case studies.

Company cohortDirectly linked pagesShare of public archiveArchive date
42420.2%2026-10-16

An ID-deduplicated archive snapshot, not the whole market, current recognition or operating results.

Comparable sets and compositional differences

The parent set, New energy and power equipment, contains 2,072 records. This cohort contributes 42 (2.0%); 2,030 records remain after excluding it.

The parent set, All public archive records, contains 19,297 records. This cohort contributes 42 (0.2%); 19,255 records remain after excluding it.

CategoryCohort count/baseReference: New energy and power equipmentGap (pp)Representation ratioRest count/base
sub-industry · Traction batteries7/42 · 16.7%62/2,072 · 3.0%+13.75.5755/2,030
industry · New-energy vehicles13/42 · 31.0%366/2,072 · 17.7%+13.31.75353/2,030
sub-industry · PV equipment and modules6/42 · 14.3%35/2,072 · 1.7%+12.68.4629/2,030
industry · Advanced materials6/42 · 14.3%38/2,072 · 1.8%+12.57.7932/2,030
reporting jurisdiction · Jiangsu9/42 · 21.4%363/2,072 · 17.5%+3.91.22354/2,030
industry · New energy and power equipment15/42 · 35.7%707/2,072 · 34.1%+1.61.05692/2,030

Ratio of label participation, not market share; multi-label counts overlap.

Excluding this cohort, the recorded sub-industry label Traction batteries covers 55/2,030 remaining records (2.7%), an absolute gap of 14.0 percentage points from this cohort.

Concentration and cross-sectional structure

The full reporting jurisdiction distribution has 21 labels; the top 3 contain 17/42 records (40.5%).Other known labels contain 25 records.

For 42 records with known labels, the effective category count is 11.5, versus 21 actual labels. Definitions and scope are in the methodology.

The table shows ten labels; 11 others are included in the calculations above.

Recorded labelRecordsShare of cohort
Jiangsu921.4%
Jiangxi49.5%
Zhejiang49.5%
Yunnan37.1%
Shanghai24.8%
Xiamen24.8%
Anhui24.8%
Guangdong24.8%
Qinghai24.8%
Sichuan12.4%

Record counts do not rank supply capability or economic size.

The largest intersection, Jiangsu × New energy and power equipment, contains 6 records, or 66.7% of the 9 records carrying the Jiangsu label.

reporting jurisdictionindustryIntersection recordsCohort share
JiangsuNew energy and power equipment614.3%
ShanghaiAdvanced materials24.8%
JiangxiNew-energy vehicles24.8%
ZhejiangNew energy and power equipment24.8%
ZhejiangNew-energy vehicles24.8%
YunnanNext-generation information technology12.4%
YunnanAdvanced materials12.4%
YunnanNew energy and power equipment12.4%

A cell contains company IDs carrying both labels. It does not establish procurement, supply or investment relationships between firms. Multi-label cells may overlap.

This page displays 8 of the full cross-tab’s 33 non-empty cells; the other 25 remain in the analysis.

Evidence coverage and strength of conclusions

Record fieldNon-empty/cohortCompletion
Company name42/42100.0%
reporting jurisdiction42/42100.0%
industry42/42100.0%
Recorded products42/42100.0%
sub-industry42/42100.0%
Chain labels42/42100.0%

Non-empty fields are not necessarily accurate or supported by originals.

Scope of source supportCount
Profiles with source-supported excerpts14
Distinct corresponding companies14
Reviewed Chinese/English paragraph pairs14

Counts concern existing reviewed bilingual excerpts, not re-certification of originals or entire reports.

Transparent rule reminderRecordsCohort share
Contains registration-narrative wording12.4%
Only generic operations vocabulary remains12.4%

A rule hit prioritises review; it does not establish that the entire field is wrong. One record can trigger several rules.

Intersection with 2026 local lists

8 of this cohort’s 42 records link through existing company-ID mappings to 2026 lists from all jurisdictions (19.0%). This intersection measures list linkage, not successful recognition or company growth.

Observation setList recordsNew-applicant recordsReview recordsMapped company IDs
National list records linked to this cohort’s IDs8178

List rows and company IDs are separate counts, not new firms or final recognition.

Stored 2026 local-recommendation records, sources and stage definitions

Recorded roles and delivery checks

Power-equipment design must connect to manufacturing and assembly

The Wires and cables and environmentally oriented pipes label covers 1 records (2.4% of this cohort). This archive clue raises a verification question about Components or equipment with design-to-manufacturing fit documents; it does not establish that these companies already deliver it.

Delivery framework, stages and original sources

Related studies and shared records

Shared records with Lithium Battery Cathode Anode Materials Keyword Candidate Study: 18; records in this cohort but outside that set: 24. The intersection/union ratio is 23.7%, a measure of label overlap rather than business collaboration. Read comparison

Shared records with Battery Separator Electrolyte Materials Keyword Candidate Study: 20; records in this cohort but outside that set: 22. The intersection/union ratio is 23.0%, a measure of label overlap rather than business collaboration. Read comparison

Company samples and record links

CompanyJurisdictionRecorded industry
Minmetals Salt Lake Co., Ltd.QinghaiNext-generation information technology
JiangXi ZiChen Technology Co., Ltd.JiangxiNew-energy vehicles
Jiujiang Defu Technology Co.,LimitedJiangxiAdvanced materials
Shanxi Tianbao Science and Technology Co., Ltd.ShanxiAdvanced equipment
Jiangxi Zhili Technology Co., Ltd.JiangxiNew energy and power equipment
Dalian Ruiyuan POWER Co., Ltd.DalianNew-energy vehicles
Shanghai Zijiang New Material Technology Co., Ltd.ShanghaiAdvanced materials
Unigrace New Energy Co., Ltd.YunnanNext-generation information technology

Stable-ID samples, not rankings; metrics use the full cohort.

Directly related profiles and reports

Methodology

Read ID deduplication, comparison, batch and evidence definitions