化工ETF(159870)昨日份额新增11.3亿份位列ETF榜1

Group 1 - The chemical sector is experiencing a capital inflow despite market adjustments, with the largest chemical ETF (159870) seeing a net subscription of 1.13 billion shares, ranking first among ETFs [1] - The net inflow amounting to 750 million yuan places it third on the ETF list, indicating strong investor interest [1] - The total shares of the chemical ETF have surpassed 22.5 billion, reaching a new high, while the scale has exceeded 14.9 billion, also a new record [1] Group 2 - Looking ahead, the traditional cycle shows signs of stabilization with oil prices at a bottom level, and overall overseas inventory nearing a 21-year low [1] - Domestic and international liquidity is expected to ease, and there are clear expectations regarding overseas tariffs, suggesting a long-term upward trend in demand [1] - On the supply side, capital expenditure in the chemical sector is nearing its end, with ongoing construction projects declining for three consecutive quarters [1] - The "anti-involution" policy is intensifying, leading to the exit of certain high-emission and outdated capacities, while small and medium-sized enterprises are accelerating their exit, resulting in a noticeable improvement on the supply side [1]