化工ETF(159870)上涨近1%,中国农药工业协会将召开会议反内卷
Xin Lang Cai Jing·2025-09-26 05:33

Group 1 - The core viewpoint of the news highlights the ongoing efforts in the chemical industry to combat irrational competition and regulate industry order, particularly focusing on glyphosate market issues such as low prices and poor quality [1] - The China Pesticide Industry Association will hold a meeting on October 12 in Shanghai to discuss the latest progress on international standards for glyphosate and outline future work [1] - As of September 26, 2025, the CSI Sub-Industry Chemical Theme Index (000813) increased by 0.68%, with notable stock performances including Xin Feng Ming (603225) up 10.02% and Tongkun Co., Ltd. (601233) up 7.30% [1] Group 2 - The chemical ETF (159870) closely tracks the CSI Sub-Industry Chemical Theme Index, which consists of seven sub-indices reflecting the overall performance of listed companies in related sub-industries [2] - The chemical industry is currently experiencing a weak overall performance, influenced by a new capacity cycle and weak demand, although some sub-industries, like lubricants, have exceeded expectations [1] - Investment opportunities are suggested in areas such as glyphosate, fertilizers, import substitution, domestic demand, and high-dividend assets [1]