Xin Lang Ji Jin·2025-10-29 05:53Group 1 - The chemical ETF (516020) showed active performance with a price increase of 2.0% and a trading volume of 63.99 million yuan, bringing the fund's latest scale to 2.755 billion yuan [1] - Key performing stocks included Yangnong Chemical, Guangdong Hongda, and Yuntianhua, with increases of 8.92%, 7.73%, and 4.99% respectively [1] - Wanhu Chemical reported record high revenue for Q3 2025, with a net profit increase of 4% year-on-year to 3 billion yuan, while Baofeng Energy's profit for the first three quarters reached 8.95 billion yuan, a year-on-year increase of over 97% [1] Group 2 - The basic chemical industry is seeing strong performance in sub-sectors such as electronic chemicals and potassium fertilizers, driven by demand expansion and domestic substitution in semiconductor materials [1] - The market for OLED organic materials is expected to grow by 30% year-on-year by 2025, supported by increased market share from domestic panel manufacturers [1] - The "14th Five-Year Plan" emphasizes technological self-reliance, presenting accelerated opportunities for domestic substitution in new materials like photoresists and high-end engineering plastics [2]