ETF盘中资讯|公募豪掷逾140亿元参与定增，化工受青睐！“反内卷”化工ETF（516020）能否冲击三连阳？

Group 1 - The chemical sector is experiencing a sideways trend, with notable stock performances from Sanmei Co., Hanjin Technology, and others, indicating a potential rebound in the market [1] - The chemical ETF (516020) is trading near its net asset value, with a transaction volume exceeding 40 million yuan, suggesting active investor interest [1][2] - Public funds have participated in 47 A-share companies' private placements this year, with a total allocation of approximately 14.2 billion yuan, highlighting the attractiveness of the chemical and electronics sectors [2] Group 2 - Guohai Securities notes that the exit of chemical production capacity in Europe and the slowdown of new capacity expansion in China will accelerate supply-side reforms in the domestic chemical industry, potentially benefiting leading companies [3] - Chinese chemical companies are expected to enter a long-term upward performance cycle due to their cost and efficiency advantages, with certain sectors poised for improved market conditions as demand recovers [3] - The chemical ETF (516020) tracks the CSI sub-industry index, with nearly 50% of its holdings in large-cap leading stocks, providing investors with opportunities to capitalize on strong market leaders [3]