Sou Hu Cai Jing·2026-01-15 06:45Group 1 - The chemical sector is leading the market gains, with the basic chemical sector showing the highest increase among 30 CITIC primary industries, reflecting a 0.99% rise in the chemical ETF (516020) [1] - Key stocks in the sector include rubber additives and phosphorus chemicals, with notable performances from Tongcheng New Materials, which hit the daily limit, and Hongda Co., which rose over 5% [1][2] - The overall market sentiment indicates a strong rebound in the chemical sector, driven by significant orders from leading lithium battery manufacturers, with expectations of substantial growth in lithium battery production capacity by 2026 [2][3] Group 2 - Industry analysts predict that the chemical industry's profitability is likely to recover in 2026 after experiencing a downturn in 2025, with a new phase of supply-demand rebalancing beginning [3] - The chemical ETF (516020) tracks the CSI segmented chemical industry theme index, with nearly 50% of its holdings concentrated in large-cap leading stocks, providing investors with opportunities to capitalize on the sector's rebound [3] - The ETF includes exposure to various themes such as AI computing, anti-involution policies, and new energy, which are expected to drive growth in the chemical sector [3]