Group 1 - The A-share market showed mixed performance on September 4, with the Shanghai Composite Index down by 0.15%, while the ChiNext Index and Shenzhen Component Index were up by 0.44% and 1.18% respectively [1] - The China Securities Petrochemical Industry Index fell by approximately 0.7%, with leading stocks such as Kingfa Sci & Tech and Bluestar Adisseo contributing to the decline [1] - According to Cinda Securities, sectors that may benefit from style rotation should meet three criteria: low valuation, low holdings, and low price increase, with key industries including construction decoration, petroleum and petrochemicals, building materials, real estate, coal, environmental protection, and basic chemicals [1] Group 2 - The Petrochemical ETF (159731) and its connected funds (017855/017856) closely track the China Securities Petrochemical Industry Index, with the basic chemicals sector accounting for 60.7% and the petroleum and petrochemicals sector for 32.3% of the index [1] - The top ten holdings in the ETF include the "Big Three" oil companies—China National Petroleum, Sinopec, and China National Offshore Oil Corporation—collectively representing over 20% of the index weight [1]
受益于风格高低切，石化ETF（159731）满足投资者配置调整需求
Sou Hu Cai Jing·2025-09-04 03:26