碳排放双控下化工行业自律供给收缩，行业景气度有望上行！化工龙头ETF（516220）涨超1.5%

Group 1 - The chemical sector has recently experienced a continuous rise, with the leading chemical ETF (516220) increasing by over 1.5%. The self-regulated supply reduction under the dual control of carbon emissions is expected to enhance the industry's prosperity [1] - The year 2026 marks the beginning of the "14th Five-Year Plan," and the chemical industry is anticipated to break the current situation of widespread overcapacity, entering a new phase of sustained prosperity over the next five years [1] - The Deputy Director of the Central Financial Office, Han Wenxiu, stated that 2026 will be the first year of transitioning from energy consumption dual control to carbon emission dual control. This transition is expected to limit new production capacity and gradually eliminate outdated high-emission overcapacity, contributing to a sustained upward trend in industry prosperity [1] Group 2 - The chemical sector is characterized by its complexity and rapid rotation among sub-sectors, with an average market capitalization that is relatively small. The leading chemical ETF (516220) can be utilized to capture investment opportunities in the chemical sector [1] - This ETF tracks the CSI Sub-Industry Chemical Theme Index, covering 50 leading chemical stocks, which include both traditional cyclical sectors and emerging growth sectors with balanced supply and demand, thereby capturing the investment logic of the chemical sector comprehensively [1]