化工龙头ETF（516220）盘中涨超2%，中国正填补国际化工供应链空白

Group 1 - The core viewpoint is that the basic chemical industry is expected to undergo structural optimization on the supply side due to domestic policies emphasizing "anti-involution" and overseas raw material cost increases leading to shutdowns and capacity exits in European and American chemical companies [1] - Short-term geopolitical tensions are increasing uncertainty in overseas supply, while in the long term, China is leveraging its cost advantages and technological strength to fill gaps in the international supply chain, potentially reshaping the global chemical landscape [1] - The chemical leader ETF (516220) tracks a segmented chemical index (000813), which selects high-quality securities from sub-industries such as fertilizers, pesticides, coatings, and plastics to reflect the overall performance and trends of related listed companies in the chemical industry [1] Group 2 - The segmented chemical index components have strong market representativeness, providing important references for investors focusing on investment opportunities in the chemical industry [1]