Group 1 - The chemical sector is experiencing fluctuations, with the chemical ETF (516020) showing a slight increase of 0.15% as of the report time [1] - Key stocks in the sector include Enjie Co., which rose over 4%, and other companies like Guangdong Hongda and Jinfat Technology, which increased by over 2% [1] - The National Development and Reform Commission announced plans to investigate cost issues in industries with significant internal competition, aiming to regulate pricing behaviors [3] Group 2 - The "anti-involution" trend is expected to be a policy focus through 2025, potentially leading to the elimination of outdated production capacity in the chemical industry [4] - The chemical ETF (516020) is recommended for investment as it tracks the CSI sub-industry index, covering various sectors within the chemical industry [4] - As of August 4, the chemical ETF's index price-to-book ratio was 2.04, indicating a favorable long-term investment opportunity [3]
ETF盘中资讯|化工板块震荡盘整!发改委再度发声“反内卷”,掘金正当时?
Sou Hu Cai Jing·2025-08-05 07:12