V型反弹！化工ETF(159870)盘中净申购4.3亿份，涨幅1.12%

Group 1 - The core viewpoint of the articles highlights the increasing capital inflow into the chemical sector driven by the "anti-involution" trend and expectations of PPI recovery due to supply-side reforms and improving macroeconomic conditions [1] - The chemical industry is approaching a bottom reversal, supported by recent industry association documents on "anti-involution" and potentially strengthening overseas macroeconomic conditions [1] - Five investment strategies for the chemical sector are proposed based on supply-side reforms and macroeconomic expectations, including focusing on leading companies with strong earnings resilience and reasonable valuations, sectors with good supply-demand dynamics, and industries experiencing significant losses [1] Group 2 - As of July 30, 2025, the CSI Sub-Industry Chemical Theme Index (000813) increased by 0.64%, with notable gains in constituent stocks such as Satellite Chemical (up 6.50%) and New Fengming (up 3.93%) [2] - The largest chemical ETF (159870) rose by 0.80%, with a recent price of 0.63 yuan and a net subscription of 4.3 billion units over the past eight trading days [2] - The CSI Sub-Industry Chemical Theme Index reflects the overall performance of listed companies in the chemical sector, selected based on size and liquidity [2] Group 3 - As of June 30, 2025, the top ten weighted stocks in the CSI Sub-Industry Chemical Theme Index accounted for 43.37% of the index, including companies like Wanhua Chemical and Yilong Co [3]