Group 1 - The Shanghai Composite Index broke through the previous high of 4034.08 points, reaching a new 10-year high on January 6 [1] - The CSI Petrochemical Industry Index surged over 1.3% during the session, with leading stocks including Salt Lake Potash, Wanhua Chemical, and Xingfa Group [1] - The Petrochemical ETF (159731) attracted a total of 26.21 million yuan in the last five days, indicating significant low-level capital allocation [1] Group 2 - Huaxi Securities predicts that the spring market of 2026 has started early, supported by macro policies and liquidity, with corporate profits expected to enter a mild recovery phase [1] - Market risk appetite is improving, and there is a recommendation to focus on emerging growth and opportunities related to the "anti-involution" cycle [1] - The top three industries in the CSI Petrochemical Industry Index are refining and trading (27.33%), chemical products (22.04%), and agricultural chemical products (21.98%) [1]
2026年春季行情提前启动，石化ETF（159731）一键布局反内卷周期机遇
Mei Ri Jing Ji Xin Wen·2026-01-06 05:22