化工ETF(159870)涨近4%，有机硅DMC价格上涨+VC报价较昨日上涨3万元/吨双重利好

Group 1 - The chemical raw material prices continue to rise, driven by the energy storage sector, with VC quoted at 140,000 CNY/ton, up 30,000 CNY/ton from yesterday, and FEC at 64,000 CNY/ton, up 2,000 CNY/ton [1] - The price of lithium hexafluorophosphate is quoted at 151,500 CNY/ton, an increase of 1,500 CNY/ton from the previous day [1] - The organic silicon DMC price has risen, with a reported increase to 12,000-12,500 CNY/ton by November 13, 2025, reflecting a rise of 900-1,400 CNY/ton from the previous day [1] Group 2 - The organic silicon industry is showing signs of a bottom reversal, with a consensus on "anti-involution" among companies to rebalance supply and demand, leading to sustained price increases [1] - The exit of Dow's European organic silicon capacity in the second half of 2026 is expected to benefit domestic organic silicon exporters, with a potential for high-speed year-on-year growth in China's organic silicon exports [1] - As of November 13, 2025, the CSI sub-industry chemical theme index (000813) has surged by 3.87%, with significant gains in constituent stocks such as Xinzhou Bang (17.60%) and Lianhong Xinke (10.00%) [2] Group 3 - The CSI sub-industry chemical theme index is composed of seven sub-indices, reflecting the overall performance of listed companies in related sub-industries [2] - The top ten weighted stocks in the CSI sub-industry chemical theme index account for 44.83% of the total index, including companies like Wanhua Chemical and Yalake Co. [2]