化工板块深度回调！锂电领跌，化工ETF（516020）盘中跌超4%！板块估值仍处低位，布局良机或现？

Group 1 - The chemical sector experienced a significant pullback on November 18, with the chemical ETF (516020) declining by 3.46% and intra-day prices dropping over 4% [1] - Key stocks in the sector, including Tianqi Lithium and New Chemical Materials, faced substantial losses, with Tianqi Materials hitting the limit down and New Chemical Materials dropping by 11.22% [1] - Analysts suggest that the recent price corrections are normal, as the lithium battery materials sector is expected to see improved profitability in the coming year, indicating a potential rebound in demand and supply dynamics [3] Group 2 - The chemical ETF (516020) has seen significant net inflows, with over 3.52 billion CNY in net subscriptions over the last five trading days, indicating strong investor interest [3] - The current valuation of the chemical sector is relatively low, with the ETF's underlying index price-to-book ratio at 2.46, positioning it in the 44.23 percentile over the past decade, suggesting a favorable investment opportunity [3] - Future investment strategies should focus on sectors benefiting from de-involution, such as pesticides, urea, and organic silicon, as well as new materials like semiconductor materials and OLED materials, which are crucial for China's chemical industry development [4][5]