Core Viewpoint - The A-share market experienced fluctuations with major indices declining, while the China Petroleum and Chemical Industry Index rose approximately 0.65%, led by stocks such as Salt Lake Co., Ltd., Jinfat Technology, and Zhongfu Shenying [1] Group 1: Market Performance - The China Petroleum and Chemical Industry Index has shown resilience, increasing by about 0.65% amidst a broader market decline [1] - The Petrochemical ETF (159731) has seen net inflows in 8 out of the last 10 trading days, totaling 14.91 million yuan [1] Group 2: Future Outlook - According to Zhongtai Securities, the market is expected to enter a phase of "upward fluctuations led by structure" due to marginal improvements in pricing and supportive macro policies [1] - Investors are advised to maintain a moderately positive position but avoid blindly chasing indices until the 4000-point resistance level is broken [1] Group 3: Sector Analysis - The top three industries within the China Petroleum and Chemical Industry Index are refining and trading (26.8%), chemical products (22.4%), and agricultural chemical products (21.1%), which are likely to benefit from policies aimed at reducing competition, restructuring, and eliminating outdated production capacity [1]
最优策略仍是围绕“反内卷+AI应用”的双主线进行结构化配置，石化ETF（159731）逆势上行
Sou Hu Cai Jing·2025-11-17 02:40