SIASUN(SZ:300024) Sou Hu Cai Jing·2025-08-19 07:51Core Insights - The chemical industry is at a critical point of restarting the inventory cycle, with U.S. durable goods inventory expected to rise above the zero axis year-on-year [1] - The reversal of the overseas inventory cycle and domestic anti-involution are driving PPI recovery, prompting downstream replenishment [1] - The chemical sector is benefiting from positive news regarding humanoid robots, with PEEK materials showing significant market activity [1] Industry Summary - The new high-performance polymer PEEK is gradually replacing metals in mid-to-high-end applications, with humanoid robots potentially being one of the fastest-growing application areas [1] - As of August 19, 2025, the CSI sub-sector chemical industry theme index (000813) shows mixed performance among constituent stocks, with Blue Sky Technology (300487) leading with a 3.61% increase [1] - Chemical ETF (159870) is closely tracking the CSI sub-sector chemical industry theme index, with a latest price of 0.64 yuan and a net subscription of 125 million shares during the trading session [1] Market Data - As of July 31, 2025, the top ten weighted stocks in the CSI sub-sector chemical industry theme index (000813) include Wanhua Chemical, accounting for a total of 43.54% of the index [1] - The chemical ETF has several connection options, including A: 014942, C: 014943, and I: 022792 [1]