Xin Lang Cai Jing·2026-01-15 06:53Group 1 - The chemical sector is leading the market with a significant increase, as evidenced by the chemical ETF (516020) rising by 0.99% [1] - Among the constituent stocks, rubber additives and phosphorus chemicals are showing strong performance, with Tongcheng New Materials hitting the daily limit and Hongda shares increasing by over 5% [1] - The overall trend indicates a positive outlook for the chemical industry, with expectations of a rebound in profitability and valuation in 2026 [3] Group 2 - Major lithium battery manufacturers are initiating large-scale equipment bidding, with reports of hundreds of GWh orders received, indicating a robust demand in the market [2] - It is projected that the new lithium battery production capacity will exceed 1 TWh by 2026, marking a historical high for new orders among equipment manufacturers [2] - The chemical ETF (516020) tracks the CSI sub-industry index, covering key themes such as AI computing power and new energy, with nearly 50% of its holdings in large-cap leading stocks [3]