锂电扩产序幕拉开！化工板块强势反攻，化工ETF（516020）盘中涨超1%！机构密集看好这些高增长赛道

Group 1 - The chemical sector showed a strong rebound on November 19, with the chemical ETF (516020) opening in positive territory and reaching a peak increase of over 1% during the trading session, closing up 0.74% [1] - Key stocks in the sector included rubber additives, potash fertilizers, fluorochemicals, and lithium batteries, with notable gains from Tongcheng New Materials and Salt Lake Co., both rising over 5% [1] - The chemical ETF (516020) is currently at a relatively low price-to-book ratio of 2.38, indicating a favorable mid-to-long-term investment opportunity [3] Group 2 - The 15th High-Performance Lithium Battery Annual Conference highlighted expectations for China's lithium battery shipments to triple from 2025 to 2035, with solid-state battery production expected to scale significantly between 2027 and 2030 [3] - Experts suggest that the lithium battery industry is transitioning from scale expansion to value creation, with continued high growth anticipated over the next decade due to strong demand in the power battery and energy storage markets [3] - In light of slowing capital expenditures in the industry, it is recommended to focus on sectors likely to benefit from reduced competition, such as pesticides, urea, soda ash, and organic silicon [4] Group 3 - The chemical ETF (516020) tracks the CSI Sub-Industry Chemical Theme Index, covering various sub-sectors within the chemical industry, with nearly 50% of its holdings concentrated in leading companies like Wanhua Chemical and Salt Lake Co. [5] - The ETF provides an efficient way to capitalize on the rebound in the chemical sector, allowing investors to gain exposure to both leading stocks and other key segments such as phosphate fertilizers and nitrogen fertilizers [5]