证券之星消息，8月21日化学制品板块较上一交易日上涨0.71%，飞鹿股份领涨。当日上证指数报收于 3771.1，上涨0.13%。深证成指报收于11919.76，下跌0.06%。化学制品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300665 | 飞鹿股份 | 12.85 | 10.40% | 43.41万 | | 5.42 乙 | | 301617 | 博苑股份 | 44.84 | 10.25% | 13.57万 | | 6.01亿 | | 603722 | 阿科力 | 53.60 | 9.99% | 4.84万 | | 2.50亿 | | 300910 | 瑞丰新材 | 63.62 | 6.21% | 5.43万 | | 3.41亿 | | 300225 | *ST全泰 | 4.72 | 6.07% | 42.10万 | | 1.93亿 | | 603041 | 美思德 | 14.77 | 5.73% | 13.40万 | | 1.93亿 | | 30 ...

化工板块上攻，中核钛白（维权）涨停，新洋丰、博源化工、鲁西化工、扬农化工、亚钾国际、万华化学涨超4%。 化工行业ETF、化工龙头ETF、化工ETF、石化ETF、化工50ETF上涨。 | 代码 | 名称 | 跟踪指数 | 当天涨跌幅 | 本月涨跌幅 | 管理公司 | | --- | --- | --- | --- | --- | --- | | 516570.SH | 化工行业ETF | 石化产业 | 1.62% | 8.64% | 易方达基金 | | 516220.SH | 化工龙头ETF | 细分化工 | 1.40% | 13.68% | 国泰基金 | | 516020.SH | 化工ETF | 细分化工 | 1.31% | 14.66% | 华宝基金 | | 159731.SZ | 石化ETF | 石化产业 | 1.21% | 8.18% | キ夏基金 | | 516120.SH | 化工50ETF | 细分化工 | 1.14% | 14.75% | 富国基金 | | 159870.SZ | 化工ETF | 细分化工 | 1.23% | 13.67% | 鹏华基金 | 银河证券研报称，供给端，近几年化工行 ...

上证指数强势反弹逼近3800点，化工板块强势上涨。消息面上，本周（2025.8.8-2025.8.14）钛精矿市场正面临日益严峻的供需失衡局面，行业整体陷入低迷 状态。下游采购意愿薄弱，库存积压问题突出。生产企业连续下调报价，买方交易稀少。预计攀矿价格TiO2≥46%,10矿主流价格1600-1700元/吨。进口矿方 面存在下滑趋势。TiO246%攀钢钛矿最新价格为1665元/吨。 本周（2025.8.8-2025.8.14）海绵钛行业库存呈上升趋势，下游采购积极性不足。下游民品采购积极性不佳，工厂库存仍在不断累积，实际成交价格松动；军 工方向需求旺盛。综合来看海绵钛行业库存仍处在不断累积的过程中，短期看价格弱势震荡运行。预计一级海绵钛市场价格在4.8-4.9万元/吨之间。海绵钛 最新价格45500元/吨（环比持平）。 本周（2025.8.8-2025.8.14）旺季涨价传闻四起，钛白粉出货节奏加快。截止本周四，硫酸法金红石型钛白粉市场主流报价为12200-13700元/吨，结合市场行 情经加权计算均价为13302元/吨，环比上周价格暂稳。综合来看，钛白粉"地板价"维持了较长时间，预计需求有望得到提升，价格有 ...

Group 1 - The chemical sector experienced a significant rally on August 21, with the Chemical ETF (516020) reaching an intraday price increase of 1.89%, closing with a gain of 1.75% [1][2] - Key stocks in the sector included Zhongke Titanium Dioxide, which hit the daily limit, and other notable performers such as Xinyangfeng, which surged over 8%, and Yaqi International, which rose over 7% [1][2] - The basic chemical sector attracted substantial capital inflow, with net inflows exceeding 34 billion yuan, ranking second among 30 major sectors [1][3] Group 2 - Analysts from Galaxy Securities noted that while capital expenditure and new capacity growth in the chemical industry have slowed, demand is expected to recover in the second half of the year due to policy stimuli and improving industrial momentum [3][4] - The current price-to-book ratio of the chemical ETF is at a low point, indicating a favorable long-term investment opportunity [4] - The "anti-involution" policy is anticipated to be a key focus through 2025, potentially leading to an optimization of the competitive landscape in the chemical sector [4] Group 3 - The Chemical ETF (516020) provides a diversified investment approach, covering various sub-sectors within the chemical industry, with nearly 50% of its holdings in large-cap stocks [5] - Investors can also access the chemical sector through linked funds associated with the Chemical ETF, enhancing investment efficiency [5]

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 逾百只股票获社保基金青睐 随着上市公司2025年半年报陆续披露，全国社保基金、基本养老保险基金等长线资金的部分持仓情况 逐步揭晓。 据Choice数据统计，截至8月20日， 在已披露半年报的上市公司中 ，40余只社保基金组合、10余只基本养老保险基金组合二季度末进入上市公司前十大流 通股东行列，覆盖上市公司超140家。 截至8月20日，从已披露的半年报数据来看，全国社保基金组合投资范围较广，现身于超120 家A股上市公司 二季度末的前十大流通股东中。部分公司更 是获得多只全国社保基金组合青睐。 全国社保基金 组合 二季度 持仓市值前十个股 | 成음 | | | | | 持仓数量(万股) | | | 持仓市值(万元) | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 代码 | 名称 | 公司名称 | 本期 | 变动 | 上期 | ↓本期 | 要动 | 上期 | | 1 | 002938.SZ | 膨鼎控股 | 全国 ...

Group 1 - The chemical sector continues to rise, with the chemical ETF (516020) showing a price increase of 1.02% as of the latest report, after reaching a peak of 1.31% during the trading session [1][2] - Key stocks in the sector, such as titanium dioxide, nitrogen fertilizer, potassium fertilizer, and polyurethane, have seen significant gains, with Zhongke Titanium rising over 6% and several others like Luxi Chemical and Yara International increasing by more than 4% [1][2] - The chemical ETF has experienced substantial inflows, with a net subscription of 75.93 million yuan on the previous day and a total of over 230 million yuan in net subscriptions over the last 20 trading days [1][2] Group 2 - Institutions suggest that the chemical industry's recovery is likely, driven by policies aimed at reducing overcapacity and improving energy efficiency, which may benefit leading companies [3] - The chemical ETF's price-to-book ratio is currently at 2.14, indicating a low valuation compared to the past decade, suggesting a favorable long-term investment opportunity [3][4] - The current cycle of chemical capacity expansion is nearing its end, with capital expenditures and fixed asset growth showing a downward trend, while demand is expected to gradually recover due to supportive policies [4] Group 3 - The chemical sector is expected to see a temporary improvement in market conditions as the government continues to address issues of overcapacity and excessive competition [4] - The chemical ETF (516020) tracks a comprehensive index covering various sub-sectors, with nearly 50% of its holdings in large-cap leading stocks, providing an efficient way to invest in the sector [5]

截至8月20日，从已披露的半年报数据来看，全国社保基金组合投资范围较广，现身于超120家A股上市公司二季度末的前十大流通股东中。部分公司更是 获得多只全国社保基金组合青睐。 全国社保基金组合二季度持仓市值前十个股 | 48 | | | --- | --- | | | DE | | 房号 | | | | | 持仓数量(万股) | | | 持仓市值(万元) | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | લદલ્લે | 名称 | 公司名称 | 本期 | 变动 | 上期 | ↓本期 | 变动 | 上期 | | 1 | 002938.SZ | 鹏鼎控股 | 全国社保基金103组合 | 4,300.9984 | 650.9984 | 3.650.0000 | 137,760.98 | 5,338.98 | 132,422.00 | | 2 | 600309 SH | 万华化学 | 全国社保基金103组合 | 2,120.9886 | -0.0042 | 2,120,9928 | 115,084.84 | -27,467.08 ...

Investment Rating - The report maintains an "Outperform" rating for the chemical industry [2] Core Insights - The chemical industry is expected to benefit from anti-involution policies aimed at curbing disorderly competition and eliminating outdated production capacity, which may lead to a recovery in industrial product prices and positively impact PPI and CPI [6][11][17] - The report highlights the significant influence of the energy and chemical sectors on PPI, with their price fluctuations directly affecting overall industrial inflation levels [16] - The industry is under pressure from declining product prices and reduced capacity utilization, leading to a strong demand for anti-involution measures [17] - The current valuation of the chemical industry is at a historical low, providing substantial upside potential as the sector is expected to recover from its cyclical bottom [17][19] Summary by Sections 1. Importance of Inflation Recovery - The report emphasizes that the chemical sector is a crucial lever for inflation recovery, as evidenced by the PPI's continuous decline and the need for policy intervention to combat deflationary pressures [6][11] 2. Reasons to Focus on Chemicals - The energy and chemical sectors account for 25%-30% of PPI, making their price recovery vital for overall inflation [16] - The industry faces significant profitability challenges, with nearly 25% of chemical companies reporting losses in 2024 [17] 3. Paths for Anti-Involution in Chemicals 3.1. Active Approach: Industry Self-Regulation - Certain sub-industries, such as polyester filament and sucralose, are attempting to improve profitability through supply-side collaboration, benefiting from high concentration and low profitability [27][29] - The report identifies key chemical products likely to benefit from self-regulation, including polyester filament, polyester bottle chips, and organic silicon [29][31] 3.2. Passive Approach: Policy-Driven Industry Improvement - The report outlines a dual-track policy framework focusing on optimizing existing capacity and strictly controlling new projects to enhance the competitive landscape [27][31] - Historical experiences suggest that effective policy measures will include phasing out outdated facilities and enforcing stricter environmental regulations [27][31]

丙烯酸概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 603928 | 兴业股 份 | 10.02 | 6.04 | 10528.64 | 38.39 | | 300063 | 天龙集 团 | 1.70 | 15.56 | 7579.30 | 8.08 | | 600800 | 渤海化 学 | 6.42 | 5.33 | 3554.65 | 13.27 | | 002648 | 卫星化 学 | 1.86 | 1.71 | 2024.60 | 1.84 | | 002768 | 国恩股 份 | 4.10 | 2.85 | 1654.88 | 6.71 | | 603722 | 阿科力 | 4.84 | 5.12 | 1400.76 | 5.92 | | 002809 | 红墙股 | 2.12 | 9.20 | 1315.08 | 8.28 | | | 份 | | | | | | 002395 | 双象股 | ...

Group 1 - As of August 19, 2023, the National Social Security Fund has invested in 89 stocks among the top ten circulating shareholders, with the basic chemical industry being the most favored, holding 11 stocks with a total market value of 4.075 billion yuan [1] - Minsheng Securities suggests looking for stocks with good performance in the second quarter, particularly in the new materials industry benefiting from AI capital investment and industry leaders in segments affected by U.S. tariff conflicts [1] - The export window for phosphate fertilizer is approaching, with high demand expected to continue. The export guidance indicates that exports may occur in phases, with the first batch concentrated from May to September, and the total export quota for 2025 is expected to decrease compared to last year [1] Group 2 - As of August 20, 2025, the CSI Sub-Industry Chemical Theme Index (000813) increased by 0.39%, with notable stock performances including Lianhong New Science (up 10.01%) and Yuntianhua (up 4.84%) [2] - The Chemical ETF (159870) rose by 0.63%, with a latest price of 0.64 yuan and a net subscription of 100 million shares during the trading session [2] - The CSI Sub-Industry Chemical Theme Index tracks the performance of large and liquid listed companies in the chemical sector, reflecting the overall performance of these companies [4] Group 3 - As of July 31, 2025, the top ten weighted stocks in the CSI Sub-Industry Chemical Theme Index include Wanhua Chemical, Salt Lake Potash, and Juhua Co., with these stocks accounting for 43.54% of the total index weight [5]