Group 1 - The chemical sector is showing strong performance, with the Chemical ETF (516020) experiencing a price increase of 3.13% as of the report time [1][2] - Key stocks in the sector, including Enjie Co., Ltd., Hongda Co., and Duofuduo, have seen significant gains, with Enjie Co. reaching the daily limit up and others rising over 8% [1][2] - The basic chemical sector has attracted substantial capital inflow, with nearly 20 billion yuan in net inflow, leading among 30 major sectors [1][3] Group 2 - Prices for mainstream refrigerants have continued to rise, with R32 long-term contract prices at 61,200 yuan per ton, up 1,000 yuan from the previous quarter, marking a 1.66% increase [3] - The outlook for the industry suggests that regulatory measures and self-discipline initiatives will strengthen supply constraints, benefiting certain sub-sectors like chlor-alkali and pesticides [3] Group 3 - The Chemical ETF (516020) tracks the CSI sub-sector chemical industry index, covering popular themes such as AI computing power and new energy [4] - Investors can also access the chemical sector through the Chemical ETF linked funds, which provide a more efficient way to invest [4]

Group 1 - The chemical sector is showing strong performance, with the Chemical ETF (516020) experiencing a price increase of 3.13% as of the report [1][8] - Key stocks in the sector, including lithium battery, phosphorus chemical, and fluorine chemical industries, are seeing significant gains, with Enjie Co. hitting the daily limit, and Hongda Co. and Duofuduo both rising over 8% [1][8] - The basic chemical sector has attracted substantial capital, with a net inflow of nearly 20 billion yuan, leading among 30 major sectors [5][10] Group 2 - In the first quarter, the prices of mainstream refrigerants are continuing to rise, with R32 long-term contract prices expected to reach 61,200 yuan per ton, a 1.66% increase from the previous quarter [2][10] - The report suggests that with ongoing anti-involution policies, supply constraints in the industry are expected to strengthen, benefiting certain sub-sectors such as chlorine-alkali, pesticides, and polyester filament [2][10] Group 3 - The Chemical ETF (516020) tracks the CSI sub-sector chemical industry theme index, covering popular topics such as AI computing power, anti-involution, robotics, and new energy [3][11] - Investors can also access the Chemical ETF through linked funds (Class A 012537/Class C 012538) for more efficient exposure to the chemical sector [3][11]

华鑫证券认为，在国际油价下跌的背景下，继续看好具有最高资产质量和高股息率特征的三桶油。其中 中国石化的化工品产出最多，深度受益油价下行带来的原材料成本下降。此外，一系列民营大炼化公司 因其较高的化工品收率和生产效率，也会在本轮油价下行行情中获益，建议关注荣盛石化、恒力石化 石化ETF紧密跟踪中证石化产业指数，截至2026年1月30日，中证石化产业指数(H11057)前十大权重股 分别为万华化学、中国石油、盐湖股份、中国石化、中国海油、藏格矿业、华鲁恒升、恒力石化、巨化 股份、宝丰能源，前十大权重股合计占比55.71%。（以上所列股票仅为指数成份股，无特定推荐之 意） 石化ETF(159731)，场外联接(华夏中证石化产业ETF发起式联接A：017855；华夏中证石化产业ETF发 起式联接C：017856)。 截至2026年2月6日10:19，中证石化产业指数(H11057)强势上涨2.33%，成分股浙江龙盛上涨7.39%，华 峰化学上涨5.68%，荣盛石化上涨5.22%，万华化学，鲁西化工等个股跟涨。石化ETF(159731)上涨 2.32%，最新价报1.01元。流动性方面，石化ETF盘中换手4.52%。拉长 ...

来源：新浪基金∞工作室 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 油气ETF华泰柏瑞（561570）业绩比较基准为中证油气产业指数收益率，管理人为华泰柏瑞基金管理有 限公司，基金经理为李沐阳，成立（2024-10-09）以来回报为31.64%，近一个月回报为14.61%。 2月6日，油气ETF华泰柏瑞（561570）开盘跌1.14%，报1.303元。油气ETF华泰柏瑞（561570）重仓股 方面，中国海油开盘跌2.61%，中国石油跌2.18%，中国石化跌1.56%，杰瑞股份跌3.44%，招商轮船跌 1.29%，广汇能源跌1.28%，中远海能跌1.30%，恒力石化跌1.83%，荣盛石化跌1.31%，洲际油气跌 10.00%。 ...

2月6日，石油ETF（561360）开盘跌2.76%，报1.372元。石油ETF（561360）重仓股方面，中国石油开 盘跌2.18%，中国海油跌2.61%，中国石化跌1.56%，杰瑞股份跌3.44%，招商轮船跌1.29%，广汇能源跌 1.28%，中远海能跌1.30%，恒力石化跌1.83%，荣盛石化跌1.31%，洲际油气跌10.00%。 石油ETF（561360）业绩比较基准为中证油气产业指数收益率，管理人为国泰基金管理有限公司，基金 经理为苗梦羽，成立（2023-10-23）以来回报为40.93%，近一个月回报为15.06%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 来源：新浪基金∞工作室 ...

Core Insights - The latest price of butadiene as of February 4 is 10,300.00 CNY per ton, with a recent increase of 11.07% over the last 15 days, 20.00% over the last 30 days, and 47.85% over the last 60 days [2][4] Industry Overview - Butadiene is experiencing significant price increases, indicating potential opportunities for investment in related companies [2][4] - The companies involved in butadiene production include Huajin Co., Ltd. (000059), Qixiang Tengda (002408), Rongsheng Petrochemical (002493), Satellite Chemical (002648), Sinopec (600028), Wanhua Chemical (600309), Hengli Petrochemical (600346), and China National Petroleum (601857) [2][4] Investment Strategy - The cyclical stock selection method focuses on companies that produce raw materials, where profits are highly influenced by raw material price fluctuations [2][4] - Utilizing the price fluctuation data from the business community can help identify buy signals for cyclical stocks ahead of quarterly and annual reports, making it a crucial strategy for investing in this sector [2][4]

Group 1 - The chemical sector is currently attracting significant capital attention, with the chemical ETF (159870) seeing net subscriptions exceeding 400 million units, driven by multiple positive factors in the industry [1] - Key supporting factors for the current cycle's price increase include: profitability reaching a historical low after four years of adjustment, limited further downside potential; policy-driven initiatives such as "anti-involution" and "dual carbon" policies controlling new capacity and eliminating outdated production; and a global supply reshaping with high-cost production in Europe and Japan accelerating shutdowns, leading to a 4%-7% exit of core product capacities like ethylene and propylene by 2026-2027 [1] - The chemical sector's P/B valuation is at historically low levels, with capital allocation ratios rebounding from their lows [1] Group 2 - The top ten weighted stocks in the CSI Sub-Industry Chemical Theme Index (000813) include Wanhua Chemical, Salt Lake Industry, and Cangge Mining, collectively accounting for 44.82% of the index [2] - The chemical ETF (159870) closely tracks the CSI Sub-Industry Chemical Theme Index, which is composed of seven sub-indices reflecting the overall performance of listed companies in related sub-industries [2] - As of February 5, 2026, the chemical ETF is priced at 0.87 yuan, with notable stock movements including Sankeshu leading with a 1.05% increase [2]

Group 1 - The core viewpoint of the article highlights the performance of the Oil ETF (561360), which opened with a gain of 1.42% at 1.431 yuan on February 4 [1] - Major holdings of the Oil ETF include China National Petroleum Corporation, which rose by 2.01%, China National Offshore Oil Corporation by 1.98%, and Sinopec by 0.79% [1] - The Oil ETF's performance benchmark is the CSI Oil and Gas Industry Index return, managed by Guotai Fund Management Co., Ltd., with a return of 41.01% since its establishment on October 23, 2023, and a return of 14.47% over the past month [1] Group 2 - The article lists other notable stocks within the Oil ETF, including Jereh Group (up 0.98%), China Merchants Energy Shipping (up 1.56%), Guanghui Energy (up 1.30%), COSCO Shipping Energy (up 0.82%), Hengli Petrochemical (up 1.82%), Rongsheng Petrochemical (up 0.79%), and Intercontinental Oil and Gas (up 2.24%) [1]

Group 1 - The oil and gas ETF Huatai-PB (561570) opened with a gain of 1.22%, priced at 1.331 yuan [1] - Major holdings in the ETF saw positive movements: CNOOC rose by 1.98%, PetroChina by 2.01%, Sinopec by 0.79%, and others like Jereh, COSCO Shipping, and Guanghui Energy also experienced gains [1] - The ETF's performance benchmark is the CSI Oil and Gas Industry Index, managed by Huatai-PB Fund Management Co., with a return of 31.70% since its inception on October 9, 2024, and a monthly return of 14.01% [1]

（编辑 王雪儿） 证券日报网讯 2月3日，荣盛石化在互动平台回答投资者提问时表示，截至2025年三季度末，公司的股 东人数为73726户。截至2025年四季度末公司的股东人数，公司将于2025年年度报告中披露。 ...