“反内卷”政策托底+商品价格走强,板块热度升温,石化ETF(159731)连续8日获资金净买入
Mei Ri Jing Ji Xin Wen·2025-12-03 02:59

Group 1 - The core viewpoint of the news highlights the positive performance of the petrochemical ETF (159731), which has seen a 0.24% increase and significant net inflow of funds totaling 22.15 million yuan over the past eight days, reaching a new high of 238 million shares [1][2] - The petrochemical sector is experiencing active performance in the commodity market, with significant price increases in synthetic rubber and other chemical products due to geopolitical tensions and fundamental rumors, while crude oil prices are strengthening due to production pauses and geopolitical issues [1] - Huatai Securities notes that the market's risk appetite has continued to decline, but high-dividend sectors, particularly oil and petrochemicals, have performed relatively well, suggesting a potential recovery in risk appetite in December [1] Group 2 - The petrochemical ETF (159731) and its linked funds (017855/017856) closely track the CSI Petrochemical Industry Index, with the basic chemical industry accounting for 60.39% and the oil and petrochemical industry for 32.71% of the index [2] - The release of the "Stabilizing Growth Work Plan" is expected to support the industry's scale over the next two years, highlighting the long-term value of the industry under the "anti-involution" policy [2]