年底化工有望再迎布局期，石化ETF(159731)连续3天净流入

Core Insights - The petrochemical ETF (159731) has seen a recent increase in net inflow, totaling 13.1 million yuan over the past three days, indicating strong investor interest [1][3] - The petrochemical ETF's net asset value has risen by 22.83% over the past six months, showcasing its strong performance [3] - The chemical industry is expected to enter a favorable investment period as the market transitions from Q3 reports to year-end reports, with a focus on potential growth opportunities [3] Summary by Category ETF Performance - The petrochemical ETF's latest price is 0.81 yuan, with a total share count reaching 227 million, marking a one-year high [1] - The ETF's total scale has reached 184 million yuan, also a one-year high [1] - The highest monthly return since inception was 15.86%, with an average monthly return of 5.06% during rising months [3] Market Trends - The overall weighted operating rate in the chemical industry is at a historical high, while price differentials remain at the bottom, indicating potential for a reversal as inventory decreases [3] - The petrochemical industry is expected to accelerate its transformation and upgrading with the introduction of the "Petrochemical Industry Steady Growth Work Plan (2025-2026)" [3] Major Holdings - As of October 31, 2025, the top ten weighted stocks in the CSI Petrochemical Industry Index account for 56.05% of the index, including major companies like Wanhua Chemical and China Petroleum [3]