Group 1 - The core viewpoint is that the chemical industry is experiencing a cyclical phase, currently at the bottom of its cycle, with expectations of recovery driven by global economic growth and increasing consumption [1] - The chemical sector is influenced by global trade, and the supply side is characterized by a retreat of foreign capital, a slowdown in domestic capacity expansion, and deepening anti-competition measures [1] - The chemical industry is anticipated to emerge from its bottom phase and reach an inflection point due to the evolving supply and demand trends [1] Group 2 - The chemical leader ETF (516220) tracks a specialized chemical index (000813), which focuses on various sub-sectors within the chemical industry, selecting representative companies from basic chemicals to specialty materials [1] - This index reflects the overall trend and market performance of the diversified development within the chemical industry, showcasing the comprehensive dynamics of leading companies [1]
化工龙头ETF（516220）盘中涨超1.6%，化工行业有望走出底部
Sou Hu Cai Jing·2025-12-18 02:35