化工原材料市场再度掀起涨价波澜，化工ETF(159870)盘中涨近1%

Group 1 - The chemical raw materials market is experiencing a price surge, particularly for MDI (Methylene Diphenyl Diisocyanate), with major companies like BASF, Huntsman, Wanhua Chemical, and Dow Chemical announcing price increases of up to €350 per ton across Europe, Asia, and Africa [1] - According to Shenwan Chemical, the peak of capital expenditure in the chemical sector has passed, and both domestic and international demand are stabilizing, indicating a potential turning point for the industry [1] - The National Development and Reform Commission (NDRC) is focusing on three areas for price regulation: controlling new project approvals, reducing existing capacity, and managing processes to promote industry self-discipline among leading companies [1] Group 2 - As of December 19, 2025, the CSI Sub-Industry Chemical Theme Index (000813) has risen by 0.96%, with notable increases in stocks such as Titan Chemical (3.62%) and Hangyang Co. (3.35%) [2] - The CSI Sub-Industry Chemical Theme Index is designed to reflect the overall performance of listed companies in the chemical sector, comprising larger and more liquid stocks from various sub-industries [2] - The top ten weighted stocks in the CSI Sub-Industry Chemical Theme Index account for 45.41% of the index, including Wanhua Chemical, Salt Lake Industry, and Tianqi Lithium [2]