ETF盘中资讯｜“反内卷”行情持续，化工ETF（516020）冲击三连阳！板块仍处估值低位，黄金布局期或至？

Group 1 - The chemical sector continues to rise, with the chemical ETF (516020) showing a 0.62% increase, aiming for a third consecutive daily gain [1] - Notable stocks include Huafeng Chemical up over 4%, and several others like Xin Fengming, Jinfat Technology, and Tianci Materials rising over 2% [1] - The "anti-involution" trend is expected to be a key policy focus through 2025, potentially leading to the elimination of outdated capacities in the chemical industry, optimizing the competitive landscape [1][2] Group 2 - Domestic manufacturing's "anti-involution" actions are anticipated to accelerate supply-side reforms in the Chinese chemical industry, improving the competitive environment [2] - Leading companies in the domestic chemical sector are expected to experience significant performance improvements, with a focus on high-quality, elastic stocks [2] - The current valuation of the chemical ETF (516020) is at a low point, with a price-to-book ratio of 2.05, indicating a favorable long-term investment opportunity [1][2]