化工龙头ETF（516220）上一交易日资金净流入超1亿元，行业供需格局改善引关注

Group 1 - The polyester industry chain is strengthening overall, with PX prices rising due to high demand for toluene/xylene and gasoline, leading to tighter PX supply [1] - PTA production is declining due to unexpected shutdowns and reduced operating rates, supporting the supply side [1] - The polyester filament industry is implementing self-discipline to reduce production and maintain prices, resulting in significant inventory reduction [1] Group 2 - The Ministry of Industry and Information Technology emphasized the need to address "involution" competition by 2026, aiming to curb low-price and low-quality competition, which is expected to further optimize the supply-demand structure in the chemical industry [1] - The chemical sector ETF (516220) tracks a specialized chemical index (000813) that focuses on high-growth and innovative chemical enterprises, reflecting the overall performance of the industry [1]