炼化巨头专利降本构筑“护城河”， 石化ETF（159731）逆市涨超2%

Core Insights - The petrochemical ETF (159731) has seen a rise of 2.09% as of November 7, with leading stocks including Chuanfa Longmang, Hengli Petrochemical, and Rongsheng Petrochemical [1] - China Petroleum & Chemical Corporation has received a patent for a "combination process for producing lubricating oil base oil," enhancing product quality and production efficiency [1] - Maoming Petrochemical has optimized its solvent system, saving 39,000 tons of steam annually, showcasing the potential of technological optimization in cost reduction and efficiency improvement [1] Industry Trends - Technological innovations are enhancing efficiency and competitiveness in the petrochemical industry, particularly for companies achieving breakthroughs in smart manufacturing and green processes, which may create stronger cost advantages [1] - Zhongyou Securities indicates that geopolitical factors could lead to a premium on crude oil, benefiting upstream assets, while improved demand and the elimination of outdated production capacity would favor midstream refining [1] - The petrochemical ETF and its linked funds closely track the CSI Petrochemical Industry Index, with the top three sectors being refining and trading (25.6%), chemical products (23.72%), and agricultural chemicals (19.91%) [1] - The current clear direction for the petrochemical industry is towards green low-carbon and intelligent development [1]