化工ETF(159870)涨超1.1%，盘中净申购1000万份

Group 1 - The chemical sector is experiencing a significant increase, with the annualized ROE for the sector reaching 7.6% in H1 2025, while the PB has only slightly recovered to 1.84, indicating a lagging phase for PB compared to ROE [1] - The chemical ETF (159870) has shown an annualized ROE recovery of 9%, yet its PB has decreased to 1.65, a situation not previously observed, providing a safety cushion for market allocation towards the chemical ETF [1] - After two months of recovery, the PB of the chemical ETF has improved to 1.99, reflecting a 20% increase compared to H1, but it still has significant room for growth compared to historical PB levels of 2.7 in 2015 and 2.39 in 2019 [1] Group 2 - As of September 3, 2025, the CSI Sub-Industry Chemical Theme Index (000813) rose by 0.92%, with notable increases in constituent stocks such as Jinfeng Technology (5.46%) and Baofeng Energy (2.36%) [2] - The chemical ETF (159870) increased by 1.18%, with a latest price of 0.69 yuan, and has seen continuous net inflows over the past 16 days, totaling 99.55 billion yuan with an average daily net inflow of 6.22 billion yuan [2] - The largest chemical ETF (159870) closely tracks the CSI Sub-Industry Chemical Theme Index, which consists of seven sub-indices reflecting the overall performance of larger, more liquid listed companies in related sub-industries [2]