锂电储能迎利好催化，化工ETF（516020）盘中涨超1%！机构：化工板块2026年或迎“戴维斯双击”

Group 1 - The chemical sector has regained momentum, with the Chemical ETF (516020) experiencing a maximum intraday increase of 1.39% and closing up 1.01% [1][6] - Key stocks in the sector include Hangzhou Oxygen Plant, which surged over 5%, and other significant gains from Yara International and Zangge Mining, both exceeding 4% [1][6] - The domestic first large-capacity all-solid-state battery production line has been completed and is in small-batch testing, potentially doubling battery energy density by 2026 [1][6] Group 2 - CITIC Securities highlights strong investment enthusiasm in energy storage, with policies supporting capacity compensation and a high growth rate in demand for renewable energy [3][8] - The chemical sector is currently viewed as having a favorable cost-performance ratio, with the Chemical ETF's price-to-book ratio at 2.33, placing it in the lower 39.73% of the last decade [3][9] - China Galaxy Securities anticipates a negative growth in capital expenditure for the chemical industry starting in 2024, with supply-side contraction expected due to the "anti-involution" trend and the clearing of outdated overseas capacity [4][10] Group 3 - The Chemical ETF (516020) tracks the CSI segmented chemical industry theme index, covering various sub-sectors, with nearly 50% of its holdings in large-cap leading stocks like Wanhua Chemical and Salt Lake Potash [4][10] - The ETF provides a more efficient way to capitalize on the rebound opportunities in the chemical sector, with a balanced exposure to different chemical sub-sectors [4][10]