# If Tinci Materials moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/tinci · Facet: ripple · Updated: 2026-07-12T06:19:07.021804+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Tinci Materials is directly linked to 2 companies (0 supply, 2 revenue relationships) and reaches 8 companies within two hops; the links are backed by 7 dated sources, 2 of them primary filings (as of 2026-07-12).

Tinci Materials is the world's No.1 electrolyte maker for nine straight years, integrated down to LiPF6. After +124.2% in 2025, it corrected -16.2% in 2026. The stock (-16.2%) and its demand side (avg -4.6%) are moving in step. Among connected nodes the furthest ahead is CATL (+2.2%) and the furthest behind is BYD (-11.4%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. CATL and BYD are among its battery-cell customers.

## Demand chain (leading)
- T1 BYD (https://valuechain.wiki/byd.md)
- T2 Tesla (https://valuechain.wiki/tesla.md)
- T3 PG&E Corporation (https://valuechain.wiki/pg-e.md)
- T3 Edison International (https://valuechain.wiki/edison-international.md)
- T2 BYD Electronics (https://valuechain.wiki/byd-electronics.md)
- T3 Apple (https://valuechain.wiki/apple.md)
- T3 Xiaomi (https://valuechain.wiki/xiaomi.md)
- T3 NVIDIA (https://valuechain.wiki/nvidia.md)
- T1 CATL (https://valuechain.wiki/catl.md)
- T2 UBTech Robotics (https://valuechain.wiki/ubtech.md)
- T3 Foxconn (Hon Hai) (https://valuechain.wiki/foxconn.md)
- T2 Hyundai Motor Company (https://valuechain.wiki/hyundai-motor-company.md)
- T2 Geely Auto (https://valuechain.wiki/geely-auto.md)
- T2 SAIC Motor (https://valuechain.wiki/saic-motor.md)

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Full node: https://valuechain.wiki/tinci.md · JSON: https://valuechain.wiki/tinci.json