Sou Hu Cai Jing·2025-12-03 03:37Core Viewpoint - The petrochemical ETF (159731) has seen a 0.48% increase, with significant inflows and a record high in shares, indicating strong investor interest in the sector [1] Group 1: ETF Performance - The petrochemical ETF has gained 0.48% as of December 3, with leading stocks such as Hangzhou Oxygen Plant, Yara International, Wanhua Chemical, and Zangge Mining showing notable increases [1] - Over the past eight days, the petrochemical ETF has experienced continuous net inflows totaling 22.15 million yuan [1] - The latest share count for the petrochemical ETF reached 238 million, marking a one-year high [1] Group 2: Industry Developments - On December 1, China Petroleum announced the successful operation of the country's first 100 kW oil and gas associated wastewater electrolysis hydrogen production system at the Longqing Sulige gas field, representing a significant breakthrough in resource utilization in the oil and gas wastewater sector [1] - The successful implementation of the hydrogen production system exemplifies the integration of the petrochemical industry with new energy technologies [1] Group 3: Market Insights - Zhongyin Securities highlights that the chemical sector is currently valued at historical lows, suggesting a focus on undervalued leading companies in December [1] - The report emphasizes the impact of "anti-involution" on the supply side of related sub-industries and the increasing importance of self-sufficiency in electronic materials companies, alongside price increases in certain new energy materials [1] - The petrochemical ETF closely tracks the CSI Petrochemical Industry Index, with the basic chemical industry accounting for 60.39% and the oil and petrochemical industry for 32.71%, indicating that the "anti-involution" policy is a core theme for the petrochemical industry, with expectations for continued improvement in supply-demand dynamics and profitability [1]