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化工龙头ETF(516220)涨超0.7%,借风之势,化工乘风电而起
Mei Ri Jing Ji Xin Wen·2025-10-23 07:39

Group 1 - The core viewpoint indicates that global wind power installed capacity is expected to reach 1134.76 GW in 2024, representing a year-on-year growth of 11.28%, while China's cumulative wind power installed capacity is projected to reach 520.68 GW, with a year-on-year increase of 17.95% [1] - It is anticipated that China's new wind power installations will reach between 105-115 GW by 2025 [1] - Wind turbine blades are becoming larger due to the trend of turbine scaling, with the largest cost component being the epoxy resin used in the matrix materials; glass fiber is the primary reinforcement material, while carbon fiber has significant application potential [1] Group 2 - The chemical sector ETF (516220) tracks a specialized chemical index (000813) that focuses on various sub-sectors within the chemical industry, including chemical raw materials, fertilizers, and pesticides [1] - The constituent stocks of this index are representative companies in their respective niche markets, reflecting the overall performance and development trends of the chemical industry [1]