Xin Lang Cai Jing·2026-01-13 04:18Group 1 - The chemical sector is regaining momentum, with the chemical ETF (516020) showing a maximum intraday increase of 1.56% and closing up 0.89% [1] - Key stocks in the sector include Kasei Bio, which surged by 12.54%, and Salt Lake Co., which rose by 7.13% [1] - Recent data indicates that the chemical ETF has seen a net subscription of 560 million yuan over the last five trading days and over 910 million yuan in the last ten trading days [3] Group 2 - The Producer Price Index (PPI) for December 2025 decreased by 1.9% year-on-year, with a month-on-month increase of 0.2%, marking three consecutive months of growth [3] - The chemical industry is expected to undergo a revaluation, as its current profitability does not match its industry position, with potential recovery in profitability anticipated [3] - The chemical sector is at a new starting point for supply-demand rebalancing, influenced by policies aimed at reducing competition and advancements in AI and robotics [3] Group 3 - The chemical ETF (516020) tracks the CSI sub-sector chemical industry index, with nearly 50% of its holdings in large-cap stocks like Wanhua Chemical and Salt Lake Co. [4] - Investors can also access the chemical sector through the chemical ETF linked funds (Class A 012537/Class C 012538) for more efficient exposure [4]