政策红利来袭！氟化工、锂电领涨，化工ETF（516020）盘中涨近1%！

Group 1 - The chemical sector experienced a rise on September 29, with the chemical ETF (516020) showing a price increase of 0.68% during trading, reflecting a positive market sentiment [1] - Key stocks in the sector, such as Multi-Fluorine and Tianqi Lithium, saw significant gains, with Multi-Fluorine hitting the daily limit and Tianqi Materials rising over 7% [1] - The Ministry of Industry and Information Technology, along with six other ministries, issued a new growth plan for the petrochemical industry covering 2025-2026, following a previous plan for 2023-2024 [1][3] Group 2 - Tianfeng Securities noted that the new growth plan indicates a shift from an "expansion-focused" development model to one emphasizing optimization and high-quality growth in the chemical sector, presenting good investment opportunities [3] - The chemical ETF (516020) is currently at a low valuation, with a price-to-book ratio of 2.26, indicating a favorable long-term investment position [3] - Debon Securities highlighted that core assets in the chemical sector are entering a long-term value zone, with potential for both valuation and profit recovery [4] Group 3 - Donghai Securities pointed out that domestic policies are frequently addressing supply-side requirements, while international uncertainties in chemical supply chains are increasing due to geopolitical tensions [4] - The chemical ETF (516020) tracks the CSI segmented chemical industry index, covering various sub-sectors and concentrating nearly 50% of its holdings in large-cap stocks, which allows investors to capitalize on strong market leaders [5]