Group 1 - The core index of the petrochemical industry in China rose by 2.2%, achieving a six-day consecutive increase, while the rare earth industry index fell by 1.7% [1] - According to Industrial Securities, the chemical products have been operating in a bottom range for three years, with a continuous decline in the growth rate of ongoing projects and the new capacity nearing its end [1] - Looking ahead to 2026, domestic growth stabilization policies are expected to take effect in the first year of the 14th Five-Year Plan, and the Federal Reserve is entering a rate-cutting cycle, which may lead to a mild recovery in traditional demand for chemical products [1] Group 2 - The "anti-involution" trend is expected to accelerate the cyclical turning point, and core chemical assets with global competitive advantages are likely to see profit and valuation recovery [1]
化工板块延续涨势，指数走出6连阳，化工行业ETF易方达(516570)助力把握板块盈利与估值修复机遇
Sou Hu Cai Jing·2026-01-20 11:14