Sinopec Corp.(SH:600028) Sou Hu Cai Jing·2025-11-07 02:12Group 1 - The core viewpoint of the article highlights the positive performance of the petrochemical sector, with the Petrochemical ETF (159731) rising by 1.11% and reaching a new high in both shares and scale [1] - The signing of significant procurement contracts at the China International Import Expo, with China Petroleum and Chemical Corporation (Sinopec) signing agreements worth over $40.9 billion with 34 partners from 17 countries, indicates strong demand in the energy sector [1] - The report from Kaiyuan Securities suggests that capital expenditures for major chemical companies are expected to decline year-on-year before the third quarter of 2025, while the "anti-involution" policy is improving the supply-demand dynamics in the chemical industry, leading to enhanced profitability and potential valuation increases [1] Group 2 - The Petrochemical ETF (159731) closely tracks the CSI Petrochemical Industry Index, with the basic chemical industry accounting for 61.93% and the oil and petrochemical industry for 30.84% of the index [1] - The release of the "Stabilizing Growth Work Plan" is expected to support the industry scale over the next two years, highlighting the long-term value of the petrochemical sector under favorable policies [1]