全球化工格局有望重塑，化工龙头ETF（516220）盘中涨超1%

Core Viewpoint - The basic chemical industry is expected to undergo structural optimization on the supply side, influenced by domestic policies emphasizing "anti-involution" and external factors such as rising raw material costs and capacity disruptions in Asia, leading to shutdowns or capacity exits among European and American chemical companies [1] Industry Summary - Domestic policies frequently mention "anti-involution" requirements, indicating a shift towards more sustainable and efficient practices within the chemical sector [1] - Rising raw material costs and capacity challenges in Asia are causing uncertainty in overseas supply, which is further exacerbated by geopolitical tensions [1] - China is leveraging its cost and technological advantages to fill gaps in the international supply chain, potentially reshaping the global chemical landscape [1] Company Summary - The chemical leader ETF (516220) tracks the segmented chemical index (000813), which selects listed companies involved in basic and specialty chemicals to reflect the overall performance of the chemical industry [1] - The segmented chemical index focuses on the chemical industry, covering multiple sub-industries and selecting representative companies to balance allocation and capture market dynamics and investment opportunities [1]