碳酸锂期货突破13万关口！化工ETF天弘(159133)连续3日获资金净流入，跟踪指数估值性价比凸显

Group 1 - The core viewpoint of the news highlights the significant growth and performance of the Tianhong Chemical ETF (159133), which has reached a new high in scale and has seen substantial net inflows recently [3][5]. - As of December 26, 2025, the Tianhong Chemical ETF recorded a turnover of 2.01% with a transaction volume of 11.58 million yuan, while the underlying index, the CSI Sub-Industry Chemical Theme Index (000813), increased by 0.96% [1]. - The Tianhong Chemical ETF has achieved a total scale of 572 million yuan, marking a record high since its inception, with a notable increase of 10 million shares in the past week [3]. Group 2 - The Tianhong Chemical ETF tracks a comprehensive index covering various segments of the chemical industry, including phosphorus chemicals, fluorine chemicals, and fertilizers, providing investors with a way to capitalize on the overall opportunities in the chemical sector [3]. - The index associated with the Tianhong Chemical ETF has a price-to-book ratio of 2.55, which is positioned at the 48.43 percentile over the past decade, indicating a favorable valuation [3]. - The main contract for lithium carbonate futures has seen a continuous rise for five consecutive trading days, with the market sentiment remaining optimistic about future demand, pushing prices higher [6]. Group 3 - The National Development and Reform Commission has encouraged major enterprises in alumina and copper smelting to pursue mergers and acquisitions to enhance their scale and group-level operations, emphasizing the importance of these resource-intensive industries [7]. - Huazhong Securities has pointed out that in 2026, the global macroeconomic environment will face significant uncertainties, suggesting a focus on two investment themes: anti-involution and domestic substitution, as chemical product prices are expected to decline due to pressures on supply and demand [8].