科技与周期双共识正在凝聚，石化ETF（159731）有望充分受益于政策发展

Group 1 - The three major stock indices opened lower on July 30, with the Shanghai Composite Index down 0.04%, the Shenzhen Component down 0.23%, and the ChiNext down 0.45% [1] - The Petrochemical ETF (159731) opened high and rose over 0.8%, with leading stocks including Hualu Hengsheng, Yuntianhua, and Wanhua Chemical [1] - According to Industrial Securities, since May, the intensity of industry rotation has continued to converge, with the "technology growth industry trend" and "undervalued cyclical recovery" becoming the two main lines of market consensus [1] Group 2 - The mid-year report indicates clear signs of prosperity, with high growth industries mainly concentrated in AI and resource products [1] - Margin financing has seen over 10 billion yuan inflow for five consecutive weeks, primarily into technology growth sectors, actively participating in the cyclical market [1] - The Petrochemical ETF (159731) closely tracks the CSI Petrochemical Industry Index, with the top three industries being refining and trading (28.9%), chemical products (22.8%), and agricultural chemicals (19.1%), expected to benefit from policies aimed at reducing competition, restructuring, and eliminating outdated production capacity [1]