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 fluctuation, with notable stock performances including Sanmei Co., which rose over 5%, and Hangjin Technology, which increased by over 4% [1] - The chemical ETF (516020) is trading near the water surface, with a transaction volume exceeding 40 million yuan [1] - Public offering data indicates that 24 public institutions participated in 47 A-share companies' private placements this year, with a total allocation amount of approximately 14.2 billion yuan, highlighting the popularity of the electronic and chemical sectors among public offerings [2] Group 2 - Guohai Securities points out that the ongoing exit of chemical production capacity in Europe and the slowdown of new capacity expansion in China will accelerate the supply-side reform in the domestic chemical industry, optimizing the competitive landscape [3] - Chinese chemical leading enterprises are expected to enter a significant performance turning point, benefiting from their solid cost and efficiency advantages [3] - The chemical ETF (516020) tracks the CSI sub-sector chemical industry theme index, covering various sub-fields of the chemical sector, with nearly 50% of its holdings concentrated in large-cap leading stocks such as Wanhua Chemical and Yalku Co., thus providing investment opportunities in the chemical sector [3]