化工龙头ETF（516220）涨超1.7%，纵深推进统一大市场或促行业供需优化

Group 1 - The central government emphasizes the need to advance the construction of a unified national market and regulate low-price disorderly competition in enterprises, promoting the orderly exit of backward production capacity in the basic chemical industry [1] - In the refrigerant sector, the acceleration of the second-generation quota reduction and the freezing of the third-generation quota by 2025 indicate continued supply constraints, with recent corporate performance forecasts showing an improvement in industry prosperity [1] - The organic silicon industry has ended its rapid expansion phase, with new supply growth slowing down, while demand from emerging sectors such as new energy vehicles, photovoltaics, and electronics is expected to improve the supply-demand balance, potentially leading to price and profit recovery [1] Group 2 - In the sweetener sector, the high concentration of the sucralose industry and collaborative production halts for inventory reduction may drive price increases during peak demand seasons; allulose, with its sugar-like taste but lower calories, has significant market potential following its approval as a new food ingredient in China [1] - The anti-involution policy context indicates a clear trend of optimizing the supply-demand structure within the industry [1] - The chemical leader ETF tracks a segmented chemical index, reflecting the overall performance of listed companies in the chemical products and materials sectors, with the latest trading day showing an index increase of 1.32% [1]