化工板块今日（1月6日）继续猛攻！反映化工板块整体走势的化工ETF（516020）开盘后震荡拉升，盘 中场内价格最高涨幅达到3.83%，午后持续高位震荡，截至收盘，涨3.38%。 成份股方面，氯碱、磷化工、石化等板块部分个股涨幅居前。截至收盘，君正集团飙涨9.48%，兴发集 团、恒力石化、凯赛生物涨8.09%，桐昆股份、鲁西化工、万华化学等涨超7%。 | | | 分时 多日 1分 5分 15分 30分 = | | | | | | F9 我前盘后 缩加 九排 图法 工具 @ (1) > | | | 化工ETF O | | | | 516020 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.92 | | | | | 516020[化工ETF] 15:00 价 0.918 涨跌 0.030(3.38%) 均价 0.908 服交量 60 IOP ... | | | | | 물 3,83% | 0.97 8 | | | | +0.030 +3.38% | | ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600506 | 统一股份 | 26.23 | -2.31% | 27.52万 | 7.27亿 | | 001316 | 润贝航科 | 39.14 | -2.27% | 4.00万 | 1.57亿 | | 002377 | 国创高新 | 2.94 | -2.00% | 41.64万 | 1.22亿 | | 300055 | 万邦达 | 7.94 | -1.61% | 1 20.28万 | 1.63亿 | | 603353 | 和顺石油 | 27.78 | -0.68% | 10.04万 | 2.79亿 | | 002476 | 宇草股份 | 7.83 | -0.63% | 40.17万 | 3.14亿 | | 000819 | 军阳兴长 | 16.30 | -0.18% | 7.99万 | 1.31亿 | | 603223 | 恒通股份 | 9.39 | 0.11% | 5.35万 | 5010.15万 | | 603798 | 康普顿 | 4 1 ...

Core Insights - The article emphasizes the transformation and upgrading of traditional industries in Wujiang District, Suzhou, through technological innovation, aiming for high-quality development in the textile sector [1][8]. Group 1: Technological Innovation in Textile Industry - The introduction of autonomous delivery vehicles in Shengze Town has improved the efficiency of fabric transportation by 30% [1]. - The "Blackbird 31℃" product from Suzhou Xinmanfeng New Materials Technology Co., Ltd. features temperature-responsive fabric that changes color based on temperature, showcasing the integration of technology in textile products [2]. - Wujiang District has established a complete industrial chain with nearly 6,000 textile enterprises, focusing on technological innovation to elevate the textile industry from "fabric" to "materials" [2][3]. Group 2: Industry Collaboration and Innovation Centers - The National Advanced Functional Fiber Innovation Center, led by Shenghong Holding Group and Donghua University, includes over 170 member units and focuses on key technology research in functional fibers [3]. - The center has achieved international advanced levels in 17 key technology projects and has applied for 203 patents, indicating a strong emphasis on innovation and collaboration [3]. Group 3: Smart Manufacturing and Efficiency Gains - Jiangsu Hengli Chemical Fiber Co., Ltd. has become the world's largest producer of high-performance industrial silk through smart manufacturing technologies, including AI and IoT [5]. - Shenghong Holding Group's "Shenghong Smart Dyeing Industrial Internet Platform" has improved labor productivity by 14%-15% and reduced production costs by 6%-7% through intelligent manufacturing [5]. Group 4: Green Transformation Initiatives - Wujiang District is actively pursuing green transformation in the textile industry, with companies like Suzhou Oumengnia producing recycled polyester fabrics that significantly reduce environmental impact [7]. - Shenghong Holding Group has established the world's first production line for functional polyester fibers using CO2 capture technology, enhancing product value and achieving green certification [7]. - The district has launched a "dual carbon" action plan to promote green upgrades from raw materials to end products, aiming for a near-zero carbon textile industry [7][8].

| | 规格 | 品牌/产 | 报价 | 报价类 | 交货地 | 交易商 | | --- | --- | --- | --- | --- | --- | --- | | | | 地 | | 型 | | | | 等级:优等品 | | 扬子石 | 4500元/ | 市场价 | 江苏省/南通 | 南通众合化工新材料有限公司 | | | | 化 | 吨 | | 市 | VIP | | 等级:优等品 | | 逸盛大 | 4800元/ | 市场价 | 湖北省 | 武汉市恒久化工有限公司VIP | | | | 化 | 吨 | | | | | 逸盛大化 | 优等品 | 逸盛大 | 5150元/ | 市场价 | 江苏省/苏州 | 江苏昭华化工有限公司 | | | | 化 | 吨 | | 市 | | | 恒力大连 | 优等品 | 恒力大 | 5120元/ | 市场价 | 江苏省/苏州 | 南京外恩化工科技有限公司 | | | | 连 | 吨 | | 市 | | | 恒力大连 | 优等品 | 恒力大 | 5140元/ | 市场价 | 江苏省/苏州 | 南京双杰化工有限公司 | | | | 连 | 吨 | | 市 | | | 逸盛大 ...

【1月6日连板股分析：连续第二个交易日百股涨停 连板股晋级率超七成】今日共120股涨停，连板股总 数43只，其中三连板及以上个股10只，上一交易日共14只连板股，连板股晋级率71.42%（不含ST股、 退市股）。个股方面，全市场连续第二个交易日超4100只个股上涨，逾百股涨停。连板股晋级率飙升， 复牌的胜通能源缩量T字涨停晋级13连板，另一只股权变更的嘉美包装同样缩量涨停走出16天12板。市 场情绪火热，高位股获资金踊跃接力，昨日跌停的鲁信创投今日反包涨停走出8天6板，昨日断板的大业 股份、泰尔股份早盘大幅低开后双双拉红。板块方面，以有色金属、化工为代表的资源股走强，洛阳钼 业、紫金矿业均涨超6%创历史新高，恒力石化12月以来涨超20%创近4年新高；脑机接口延续强势，近 20股实现连板晋级，其中三博脑科、美好医疗、爱朋医疗、翔宇医疗等20CM2连板；商业航天概念反 复活跃，部分大市值标的表现亮眼，中国卫通走出6天4板市值突破1800亿，金风科技涨停创历史新高， 航天电子3天2板，中国卫星尾盘也一度冲击涨停。 转自：智通财经 ...

Core Viewpoint - The chemical sector is experiencing a significant rally, with the chemical ETF (516020) showing strong performance and individual stocks within the sector also seeing substantial gains [1][3]. Group 1: Market Performance - The chemical ETF (516020) opened with a rise and maintained high volatility, reaching a maximum intraday increase of 3.83% and closing up by 3.15% [1]. - Key stocks in the sector, such as Hengli Petrochemical, surged over 8%, while others like Xingfa Group, Kaisa Bio, and Junzheng Group increased by more than 7% [1]. - The basic chemical sector attracted significant capital, with a net inflow of 12.4 billion yuan on the day, ranking second among 30 major sectors [3]. Group 2: Price Movements and Profit Expectations - In late December, the price of paraxylene (PX) rose significantly, with futures increasing by over 800 yuan/ton and spot prices up by approximately 340 yuan/ton [3]. - The rise in PX prices is expected to enhance profit expectations for refining companies, leading to a bullish sentiment in the stock market [3]. - Major changes among leading companies during a period of industry downturn may present opportunities for recovery [3]. Group 3: Future Outlook - China Galaxy Securities forecasts a negative growth in capital expenditure for the chemical industry in 2024, with supply-side contraction expected due to the "anti-involution" trend and the acceleration of the elimination of outdated capacity [3]. - The "14th Five-Year Plan" emphasizes expanding domestic demand, which, combined with the onset of a U.S. interest rate cut cycle, is anticipated to open up demand for chemical products [3]. - A dual bottom in supply and demand is expected to be established, with strong policy catalysts potentially leading to a cyclical upturn in the chemical industry by 2026, marking a transition from valuation recovery to earnings growth [3]. Group 4: Investment Opportunities - Investors may consider the chemical ETF (516020) for efficient exposure to the sector, as it tracks the CSI sub-industry index and covers various segments of the chemical industry [4]. - Nearly 50% of the ETF's holdings are concentrated in large-cap leading stocks, such as Wanhua Chemical and Salt Lake Industry, providing opportunities for strong performance [4]. - The remaining 50% of the ETF's holdings include leading stocks in segments like phosphate fertilizers, fluorine chemicals, and nitrogen fertilizers, allowing for comprehensive investment in the chemical sector [4].

化工板块今日（1月6日）持续猛攻！反映化工板块整体走势的化工ETF（516020）开盘拉升后持续高位 震荡，盘中场内价格最高涨幅达到3.83%，截至发稿，涨3.15%。 成份股方面，石化、磷化工、氯碱等板块部分个股涨幅居前。截至发稿，恒力石化飙涨超8%，兴发集 团、凯赛生物、君正集团涨超7%，桐昆股份、鲁西化工、万华化学等多股涨超6%。 | 分时 多日 1分 5分 15分 30分 60分 日 周 · | F9 盘前盘后 露加 九转 面线 工具 份 (2) > | 4. TETF O | 516020 | 516020(化工ETF) 13:38 价 0.916 激表 0.028(3.15%) 均价 0.906 威交盘 9149 IOPV 0.9151 2-1.83% | D | 0.976 | +0.028 +3.15% | 0.922 | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | - ...

截至2026年1月6日13:05，中证细分化工产业主题指数强势上涨3.78%，成分股恒力石化上涨9.72%，鲁 西化工上涨8.79%，桐昆股份上涨8.24%，君正集团，万华化学等个股跟涨。 消息方面，万华化学自2025年12月起连续上调MDI/TDI等核心产品全球售价，与巴斯夫、陶氏等国际巨 头同步调价，行业集中检修及原料成本上涨推动聚氨酯价格走强；同期中国硫酸工业协会联合磷复肥协 会召开保供稳价会议，明确硫酸资源优先保障磷肥生产，以稳定春耕农资供应。 化工ETF嘉实(159129)紧密跟踪中证细分化工产业主题指数，聚焦行业"反内卷"背景下新一轮景气周 期。 场外投资者还可以通过化工ETF联接基金（013527）关注化工板块投资机遇。 光大证券指出，基础化工、化学制品行业当前处于周期底部回升阶段，化工品价格指数有望止跌企稳， 行业整体进入底部蓄势期。在库存低位叠加需求逐步修复的背景下，下游企业补库将推动行业盈利能力 触底回升。化工行业PE估值历史分位数较高，PB估值接近2019年和2024年底部水平，显示行业仍具较 大上行空间。新兴应用领域如AI、OLED、机器人等终端市场的高景气度成为行业新增长引擎，半导体 ...

Group 1 - The Shenzhen Component Index rose by 0.53% and the Chemical Sub-Index increased by 2.43%, with notable stock performances including Junzheng Group up over 8% and Hengli Petrochemical, Wanhua Chemical up over 5% [1] - The Chemical ETF by Harvest (159129) increased by 2.49%, reflecting strong performance in the chemical sector [1] - The Venezuelan oil exports have nearly dropped to zero due to U.S. oil sanctions, leading to the state oil company reducing crude production and initiating emergency measures to close some oil fields [1] Group 2 - Guosen Securities predicts that the "anti-involution" policy signals will effectively optimize the supply side of the refining and chemical industry [1] - The global external environment is changing rapidly, with significant uncertainties related to the Russia-Ukraine conflict, U.S.-Iran relations, and U.S. "reciprocal tariffs" [1] - It is expected that the Brent oil price will stabilize between $55-65 per barrel and WTI oil price between $52-62 per barrel by 2026, considering OPEC+'s fiscal balance oil price costs and the high new well costs of U.S. shale oil [1] Group 3 - The Chemical ETF tracks the CSI Sub-Sector Chemical Industry Index, which selects 50 large-cap, liquid chemical companies from the Shanghai and Shenzhen markets [2] - The top ten weighted stocks in the index include Wanhua Chemical, Salt Lake Co., Tianci Materials, Cangge Mining, Juhua Co., Hualu Hengsheng, Duofu Du, Hengli Petrochemical, Baofeng Energy, and Yuntianhua [2]

数据显示，截至2025年12月31日，中证细分化工产业主题指数(000813)前十大权重股分别为万华化学 (600309)、盐湖股份(000792)、藏格矿业(000408)、天赐材料(002709)、巨化股份(600160)、恒力石化 (600346)、华鲁恒升(600426)、宝丰能源(600989)、云天化(600096)、金发科技(600143)，前十大权重股 合计占比45.31%。 炼化也不止px，乙烯现在没启动还在亏损，26-27年减亏/扭亏的概率是比较大的。 化工ETF(159870)，场外联接(A：014942；C：014943；I：022792)。 成分股消息方面：恒逸石化文莱二期打开发展空间，上调回购价格上限彰显信心。公司全面启动文莱二 期项目建设、打开未来发展空间。公司已签订《二期实施协议》，并于文莱政府、银行、股东方取得税 收优惠、贷款等方面批文及意向函。二期项目规划1200万吨/年产能，主要生产柴油、PX、纯苯、聚丙 烯及其他附加值较高的成品油及化工产品，预计2028年年底建成投产。公司上调回购价格上限、彰显信 心。根据公司公告，公司前期15-25亿大额回购已累计增持约2.65亿股， ...