TODAY'S MARKET INTELLIGENCE
The electrolyte plant with the highest VC inventory has less than 3 days of VC inventory; safe inventory is 15 days, warning inventory is 5-6 days. Tinci's VC supply can only meet about 80%. This year, it is certain to exceed 300,000 tons, and the shortage cannot be resolved within the year. Strongly recommend [Haike Xinyuan].
English summary
The electrolyte plant with the highest VC inventory has less than 3 days of VC inventory; safe inventory is 15 days, warning inventory is 5-6 days. Tinci's VC supply can only meet about 80%. This year, it is certain to exceed 300,000 tons, and the shortage cannot be resolved within the year. Strongly recommend [Haike Xinyuan].
The English text is machine translated and may require verification against the Chinese version.
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