ETF日报｜沪指10连阳，化工、有色比翼双飞！港股硬科技反攻，首只重仓“港股芯片链”的港股信息技术ETF放量大涨2%

Market Overview - On December 30, 2025, A-shares experienced a strong rally, with the Shanghai Composite Index achieving a "10 consecutive days" increase, marking the longest streak of the year [1] - The market's trading volume exceeded 2 trillion yuan for the third consecutive day, indicating robust investor interest [1] Sector Performance - The chemical and non-ferrous metals sectors opened lower but rebounded, with the chemical ETF (516020) rising by 2.5% during the day, reaching a three-year high [1] - The non-ferrous ETF (159876) also saw a rise of 1.75%, reflecting strong investor sentiment [1] - Technology stocks remained active, particularly AI-related ETFs, with the AI-focused ETFs achieving new closing highs [1] ETF Highlights - The chemical ETF (516020) has accumulated a year-to-date increase of over 40%, significantly outperforming major indices like the Shanghai Composite [15][21] - The non-ferrous ETF (159876) received a net subscription of 28.8 million units, indicating strong market confidence in the sector's future performance [22] - The Hong Kong market saw a rebound, with the Hang Seng Index rising by 0.86%, driven by hard technology stocks [2] Investment Opportunities - The semiconductor market in China is projected to reach $176.9 billion in 2024, with a 15.9% year-on-year growth, and is expected to grow to $206.7 billion in 2025 [10] - The chemical sector is anticipated to benefit from improved supply-demand dynamics, with specific sub-sectors like titanium dioxide and certain pesticides expected to see better conditions [21] - The domestic manufacturing sector is showing signs of recovery, which may provide additional growth opportunities for the chemical industry [21] Notable Stocks - In the semiconductor sector, stocks like SMIC and other related companies have shown significant price increases, reflecting positive market sentiment [8] - In the non-ferrous metals sector, companies such as Yun Aluminum and Tianshan Aluminum reached historical highs, indicating strong performance within the industry [24]