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China Insider

H Acid Chaos III

02 Sept 2026 / 2 min read

Days after breaking RMB 100,000, Chinese H-Acid producers are quoting RMB 150,000/MT: up 275% in eight months and past the record set after the 2019 Xiangshui accident. But a quote is an ask, not a deal. This edition separates the two, tracks the first dye-price response, and ranks who can actually convert the spike into profit.

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