强势拉升！化工核心资产有望迎来盈利与估值修复，石化ETF（159731）大涨超3%

Group 1 - The core viewpoint of the article highlights the strong performance of the chemical industry, particularly the phosphate chemical index, which saw a significant rise, with the petrochemical ETF attracting substantial investment in recent days [1] - During the "14th Five-Year Plan" period, the chemical construction industry is focusing on technological leadership and expanding into overseas markets, successfully entering partnerships with major global players like Morocco's OCP and achieving breakthroughs in Indonesia and Kazakhstan [1] - Looking ahead to 2026, the chemical sector is expected to benefit from domestic growth policies and a potential interest rate cut by the Federal Reserve, leading to a mild recovery in traditional chemical demand and a possible acceleration of the cyclical turning point [1] Group 2 - The petrochemical ETF (159731) and its linked funds closely track the CSI Petrochemical Industry Index, with the basic chemical industry accounting for 60.1% and the oil and petrochemical industry for 32.7% of the index [1] - As the petrochemical industry eliminates outdated production capacity and enhances technological innovation, the value of the industry chain is anticipated to increase further [1]