Xin Lang Ji Jin·2025-10-29 11:45Group 1 - The chemical sector experienced a significant rally on October 29, with the chemical ETF (516020) showing a nearly uninterrupted upward trend, closing with a gain of 2.94% [1] - Key stocks in the sector included lithium batteries, civil explosives, pesticides, and potassium fertilizers, with notable gains from Yuntianhua (over 7%), Guangdong Hongda, and Yangnong Chemical (both over 6%) [1] - The chemical ETF's underlying index, which includes leading companies in the lithium battery industry, is expected to benefit significantly from the development of a new energy system [2] Group 2 - The chemical ETF's underlying index had a price-to-book ratio of 2.25, which is at a low point historically, indicating strong medium to long-term investment value [3] - The basic chemical sector has attracted significant main capital inflow, with a net inflow of 26.825 billion yuan over the past five trading days, ranking fourth among 30 major sectors [4] - Future demand in the chemical industry is expected to expand, with the sector's global competitiveness likely to improve, while supply-side competition may ease, promoting high-quality development [5] Group 3 - The chemical ETF (516020) tracks the CSI segmented chemical industry theme index, covering various sub-sectors, with nearly 50% of its holdings in large-cap leading stocks [6] - Investors can also access the chemical sector through the chemical ETF linked funds (Class A 012537/Class C 012538) for more efficient exposure [6]