Sou Hu Cai Jing·2025-12-24 01:43Group 1 - The core viewpoint of the articles highlights the recent performance and growth of the chemical ETF Tianhong (159133), which has seen significant trading activity and inflows, indicating investor interest in the chemical sector [1] - As of December 23, 2025, the chemical ETF Tianhong (159133) recorded a turnover of 8.33% with a transaction volume of 45.52 million yuan, and the underlying index, the CSI Sub-Industry Chemical Theme Index (000813), rose by 0.65%, marking five consecutive days of gains [1] - The chemical ETF Tianhong (159133) experienced a notable increase in scale, growing by 50.67 million yuan over the past two weeks and 5.5 million shares in the past week, reflecting strong investor demand [1] Group 2 - Recent price increases in MDI and lithium carbonate have driven a positive outlook for the chemical sector, with global chemical giants raising MDI prices due to supply constraints [2] - The chemical sector has been in a profit bottoming phase for 11 consecutive quarters, with many sub-industries operating at or below breakeven, but expectations for supply-side reforms are rising [2] - Institutions like CICC and Founder Securities suggest focusing on low-valuation leaders and sectors with improving supply-demand dynamics, benefiting from domestic policies aimed at reducing excess capacity [2]