单日急挫难掩资金热情，化工ETF（516020）近5日吸金超亿元！机构：化工行业周期正处于关键拐点

Group 1 - The chemical sector experienced a significant decline on July 31, with the chemical ETF (516020) dropping by 2.69% at closing, after a peak intraday drop of over 3% [1][2] - Key stocks in the sector, including Lu Xi Chemical, Qi Xiang Tengda, and Bo Yuan Chemical, saw substantial losses, with Lu Xi Chemical down 6.14% and several others dropping over 5% [1][2] - Despite the drop on this day, the chemical sector outperformed the broader market in July, with the chemical ETF showing a cumulative increase of 7.02%, compared to 3.74% for the Shanghai Composite Index and 3.54% for the CSI 300 Index [1][3] Group 2 - The decline in the chemical sector was not attributed to any major negative news, suggesting it may be a normal correction following previous gains [4] - Analysts believe that the ongoing "anti-involution" policies could support a continuation of the upward trend in the chemical sector, as many companies are eager to improve the competitive landscape for better profitability [4] - Recent data indicates strong inflows into the chemical ETF, with over 1 billion yuan net subscriptions in the last five trading days, reflecting investor confidence [4] Group 3 - The chemical ETF (516020) tracks the CSI Sub-Sector Chemical Industry Index, which covers various segments of the chemical industry, with nearly 50% of its holdings in large-cap stocks [5][8] - Current valuation metrics suggest that it may be an opportune time to invest in the chemical sector, with the index's price-to-book ratio at 2.11, which is low compared to historical levels [6] - Future prospects for the chemical industry appear positive, with expectations of improved demand driven by recent economic policies aimed at stabilizing the real estate market and boosting consumer confidence [7]