Xin Lang Ji Jin·2025-09-29 06:13Group 1 - The chemical sector continued to rise on September 29, with the chemical ETF (516020) reaching an intraday high of 1.49% and closing up 1.36% [1] - Key stocks leading the surge included fluorine chemicals, lithium batteries, and modified plastics, with notable gains from companies like Duofu Duo and Tianci Materials, which rose over 9% and 6% respectively [1][3] - A significant breakthrough in lithium battery technology was reported by Tsinghua University, achieving an energy density of 604Wh/kg, nearly three times that of existing commercial batteries, which could drive innovation in electric vehicles and energy storage systems [2][3] Group 2 - 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 opportunity [3] - The chemical industry is experiencing mixed performance across sub-sectors, influenced by past capacity expansions and weak demand, although some areas like lubricants have exceeded expectations [4] - Analysts suggest that the supply-demand dynamics in the chemical sector are improving due to the end of tariff impacts and the exit of European chemical capacity, alongside domestic policies aimed at eliminating outdated production [4][5]