Regional and supply-chain research

Rare earths and specialty metals / Advanced materials / Basic and process materials Sub-industry and Supply-chain Study

Rare earths and specialty metals / Advanced materials / Basic and process materials Sub-industry and Supply-chain Study. A dated 93-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, Shaanxi, contains 12 records (12.9% of this 93-record cohort). The remaining cohort contains 81 records. The comparison concerns archive composition.

The recorded reporting jurisdiction label Shaanxi accounts for 12.9% here (12/93), compared with 1.9% in the parent set (54/2,854), an absolute gap of 11.0 percentage points.

32/93 companies link to pages with existing source-supported excerpts (34.4% of the cohort). The other 61 records remain usable for archive composition, but do not support new operating case studies.

Company cohortDirectly linked pagesShare of public archiveArchive date
93930.5%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, Advanced materials / Basic and process materials, contains 2,854 records. This cohort contributes 93 (3.3%); 2,761 records remain after excluding it.

The parent set, Rare earths and specialty metals, contains 93 records. This cohort contributes 93 (100.0%); 0 records remain after excluding it.

CategoryCohort count/baseReference: Advanced materials / Basic and process materialsGap (pp)Representation ratioRest count/base
reporting jurisdiction · Shaanxi12/93 · 12.9%54/2,854 · 1.9%+11.06.8242/2,761
reporting jurisdiction · Jiangxi9/93 · 9.7%95/2,854 · 3.3%+6.32.9186/2,761
reporting jurisdiction · Jiangsu9/93 · 9.7%456/2,854 · 16.0%-6.30.61447/2,761
industry · Advanced materials92/93 · 98.9%2,664/2,854 · 93.3%+5.61.062,572/2,761
reporting jurisdiction · Henan8/93 · 8.6%131/2,854 · 4.6%+4.01.87123/2,761

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

Excluding this cohort, the recorded reporting jurisdiction label Shaanxi covers 42/2,761 remaining records (1.5%), an absolute gap of 11.4 percentage points from this cohort.

Concentration and cross-sectional structure

The full reporting jurisdiction distribution has 22 labels; the top 3 contain 30/93 records (32.3%).Other known labels contain 63 records.

For 93 records with known labels, the effective category count is 13.8, versus 22 actual labels. Definitions and scope are in the methodology.

The table shows ten labels; 12 others are included in the calculations above.

Recorded labelRecordsShare of cohort
Shaanxi1212.9%
Jiangsu99.7%
Jiangxi99.7%
Shandong88.6%
Henan88.6%
Hunan77.5%
Guangdong66.5%
Beijing55.4%
Liaoning55.4%
Inner Mongolia44.3%

Record counts do not rank supply capability or economic size.

The largest intersection, Shaanxi × Advanced materials, contains 12 records, or 100.0% of the 12 records carrying the Shaanxi label.

reporting jurisdictionindustryIntersection recordsCohort share
ShaanxiAdvanced materials1212.9%
JiangsuAdvanced materials99.7%
JiangxiAdvanced materials99.7%
ShandongAdvanced materials88.6%
HenanAdvanced materials88.6%
HunanAdvanced materials77.5%
GuangdongAdvanced materials66.5%
LiaoningAdvanced materials55.4%

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 23 non-empty cells; the other 15 remain in the analysis.

Evidence coverage and strength of conclusions

Record fieldNon-empty/cohortCompletion
Company name93/93100.0%
reporting jurisdiction93/93100.0%
industry93/93100.0%
Recorded products93/93100.0%
sub-industry93/93100.0%
Chain labels93/93100.0%

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

Scope of source supportCount
Profiles with source-supported excerpts32
Distinct corresponding companies32
Reviewed Chinese/English paragraph pairs36

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

Transparent rule reminderRecordsCohort share
Contains registration-narrative wording33.2%
Only generic operations vocabulary remains55.4%

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

15 of this cohort’s 93 records link through existing company-ID mappings to 2026 lists from all jurisdictions (16.1%). 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 IDs1501515

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

Delivery framework, stages and original sources

Related studies and shared records

Shared records with Rare Earth Permanent Magnet Materials Keyword Candidate Study: 93; records in this cohort but outside that set: 0. The intersection/union ratio is 47.2%, a measure of label overlap rather than business collaboration. Read comparison

Shared records with Powder Metallurgy Metal Powder Keyword Candidate Study: 14; records in this cohort but outside that set: 79. The intersection/union ratio is 11.4%, a measure of label overlap rather than business collaboration. Read comparison

Company samples and record links

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

Directly related profiles and reports

Methodology

Read ID deduplication, comparison, batch and evidence definitions