资金逆市布局，化工ETF(159870)盘中净申购超6亿份

Group 1 - The chemical sector is experiencing a market-wide pullback, but funds are still actively investing, with the chemical ETF (159870) seeing a net subscription of 609 million units, marking four consecutive days of net inflow [1][2] - In the positive news segment, the production capacity of viscose filament from Xinxiang Chemical Fiber has been halted for three months due to environmental upgrades, which may lead to higher prices for viscose filament [1] - The Ministry of Industry and Information Technology and six other departments have issued a notice outlining a growth plan for the petrochemical industry, targeting an average annual growth of over 5% in value added from 2025 to 2026, emphasizing the need to focus on high-end petrochemical products [1][2] Group 2 - On the negative side, the recent announcement from the Ministry of Commerce and the General Administration of Customs regarding export controls on lithium batteries and related materials has been interpreted as a significant negative for the energy storage and lithium battery sectors, leading to a collective decline in these areas [1] - According to Guojin Securities, the cyclical nature of chemical products is primarily driven by supply-demand mismatches, and a long-term effective supply-side constraint could fundamentally improve the long-term trend of supply for cyclical products, enhancing profitability [2] - As of October 10, 2025, the CSI sub-industry chemical theme index (000813) shows mixed performance among its constituent stocks, with New Fengming leading gains at 4.92%, while Tianqi Materials is among the top decliners [2]