Dye Prices Rise 275%. This Little-known China Sector Is About to Rip Higher

Very Bullish · $002440.SZ · $300067.SZ

What Happened

As China's Golden September and Silver October textile peak season approaches, dye prices have surged, with key raw material H-acid up 66.67% in a month and 275% year-to-date, while major producers coordinate to cut competition.

Bottom Line

The dye sector is experiencing a perfect storm of peak demand and supply constraints, making it a hot investment theme.

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