Xin Lang Cai Jing·2026-01-06 05:32Group 1 - The core viewpoint is that the chemical industry is experiencing a recovery phase from a cyclical bottom, with chemical product price indices expected to stabilize and improve profitability as downstream companies replenish inventory [2] - The China Chemical Industry Association and the Phosphate Fertilizer Association held a meeting to ensure the supply of sulfuric acid resources for phosphate fertilizer production, stabilizing agricultural supply for the spring farming season [1] - Wanhua Chemical has continuously raised global prices for core products such as MDI and TDI since December 2025, in line with international giants like BASF and Dow, driven by industry-wide maintenance and rising raw material costs [1] Group 2 - The top ten weighted stocks in the CSI Sub-Industry Chemical Theme Index account for 45.31% of the index, with major companies including Wanhua Chemical, Salt Lake Industry, and Hengli Petrochemical [2] - The chemical industry is seeing new growth engines from emerging applications in AI, OLED, and robotics, with semiconductor materials expanding due to demand from computing power [2] - The chemical ETF managed by Harvest (159129) closely tracks the CSI Sub-Industry Chemical Theme Index, focusing on the new economic cycle amid the "anti-involution" backdrop [2][3]