【电解液添加剂VC价格一年涨了4倍 供不应求状况短期不会改变】近期,锂电池电解液添加剂碳酸亚乙烯酯价格持续上涨。据百川盈孚数据,截至8月6日,国内电解液添加剂VC均价为23万元/吨,6月以来涨幅超过60%,同比上涨400%。多位业内人士表示,VC供不应求的情况短期不会改变。目前国内VC行业名义总产能超过19万吨/年,但业内可稳定供货的有效产能仅约11万吨/年。去年行业企业开工率整体偏低,叠加头部企业集中开展设备检修,行业库存快速下行。
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