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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 cohort | Directly linked pages | Share of public archive | Archive date |
|---|---|---|---|
| 42 | 42 | 0.2% | 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.
| Category | Cohort count/base | Reference: New energy and power equipment | Gap (pp) | Representation ratio | Rest count/base |
|---|---|---|---|---|---|
| sub-industry · Traction batteries | 7/42 · 16.7% | 62/2,072 · 3.0% | +13.7 | 5.57 | 55/2,030 |
| industry · New-energy vehicles | 13/42 · 31.0% | 366/2,072 · 17.7% | +13.3 | 1.75 | 353/2,030 |
| sub-industry · PV equipment and modules | 6/42 · 14.3% | 35/2,072 · 1.7% | +12.6 | 8.46 | 29/2,030 |
| industry · Advanced materials | 6/42 · 14.3% | 38/2,072 · 1.8% | +12.5 | 7.79 | 32/2,030 |
| reporting jurisdiction · Jiangsu | 9/42 · 21.4% | 363/2,072 · 17.5% | +3.9 | 1.22 | 354/2,030 |
| industry · New energy and power equipment | 15/42 · 35.7% | 707/2,072 · 34.1% | +1.6 | 1.05 | 692/2,030 |
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 label | Records | Share of cohort |
|---|---|---|
| Jiangsu | 9 | 21.4% |
| Jiangxi | 4 | 9.5% |
| Zhejiang | 4 | 9.5% |
| Yunnan | 3 | 7.1% |
| Shanghai | 2 | 4.8% |
| Xiamen | 2 | 4.8% |
| Anhui | 2 | 4.8% |
| Guangdong | 2 | 4.8% |
| Qinghai | 2 | 4.8% |
| Sichuan | 1 | 2.4% |
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 jurisdiction | industry | Intersection records | Cohort share |
|---|---|---|---|
| Jiangsu | New energy and power equipment | 6 | 14.3% |
| Shanghai | Advanced materials | 2 | 4.8% |
| Jiangxi | New-energy vehicles | 2 | 4.8% |
| Zhejiang | New energy and power equipment | 2 | 4.8% |
| Zhejiang | New-energy vehicles | 2 | 4.8% |
| Yunnan | Next-generation information technology | 1 | 2.4% |
| Yunnan | Advanced materials | 1 | 2.4% |
| Yunnan | New energy and power equipment | 1 | 2.4% |
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 field | Non-empty/cohort | Completion |
|---|---|---|
| Company name | 42/42 | 100.0% |
| reporting jurisdiction | 42/42 | 100.0% |
| industry | 42/42 | 100.0% |
| Recorded products | 42/42 | 100.0% |
| sub-industry | 42/42 | 100.0% |
| Chain labels | 42/42 | 100.0% |
Non-empty fields are not necessarily accurate or supported by originals.
| Scope of source support | Count |
|---|---|
| Profiles with source-supported excerpts | 14 |
| Distinct corresponding companies | 14 |
| Reviewed Chinese/English paragraph pairs | 14 |
Counts concern existing reviewed bilingual excerpts, not re-certification of originals or entire reports.
| Transparent rule reminder | Records | Cohort share |
|---|---|---|
| Contains registration-narrative wording | 1 | 2.4% |
| Only generic operations vocabulary remains | 1 | 2.4% |
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 set | List records | New-applicant records | Review records | Mapped company IDs |
|---|---|---|---|---|
| National list records linked to this cohort’s IDs | 8 | 1 | 7 | 8 |
List rows and company IDs are separate counts, not new firms or final recognition.
Stored 2026 local-recommendation records, sources and stage definitionsRecorded 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 sourcesRelated 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
| Company | Jurisdiction | Recorded industry |
|---|---|---|
| Minmetals Salt Lake Co., Ltd. | Qinghai | Next-generation information technology |
| JiangXi ZiChen Technology Co., Ltd. | Jiangxi | New-energy vehicles |
| Jiujiang Defu Technology Co.,Limited | Jiangxi | Advanced materials |
| Shanxi Tianbao Science and Technology Co., Ltd. | Shanxi | Advanced equipment |
| Jiangxi Zhili Technology Co., Ltd. | Jiangxi | New energy and power equipment |
| Dalian Ruiyuan POWER Co., Ltd. | Dalian | New-energy vehicles |
| Shanghai Zijiang New Material Technology Co., Ltd. | Shanghai | Advanced materials |
| Unigrace New Energy Co., Ltd. | Yunnan | Next-generation information technology |
Stable-ID samples, not rankings; metrics use the full cohort.
Directly related profiles and reports
| Page | Presentation |
|---|---|
| Minmetals Salt Lake Co., Ltd. | Company report page |
| JiangXi ZiChen Technology Co., Ltd. | Company data profile |
| Jiujiang Defu Technology Co.,Limited | Company report page |
| Shanxi Tianbao Science and Technology Co., Ltd. | Company data profile |
| Jiangxi Zhili Technology Co., Ltd. | Company data profile |
| Dalian Ruiyuan POWER Co., Ltd. | Company data profile |