涤纶长丝工厂再减产6%！费率最低的化工行业ETF（516570）涨近2%

Group 1 - The chemical sector is experiencing a surge, with companies like Sankeshu hitting the daily limit, and Luxi Chemical and Satellite Chemical rising by 8.89% and 6.67% respectively, contributing to a nearly 2% increase in the chemical industry ETF (516570), which has seen net subscriptions for two consecutive days [1] - Starting January 14, major polyester filament factories in China will reduce production by an additional 6%, bringing the total reduction to 15%, with plans to continue through the Spring Festival until the end of March. This is expected to enhance profitability for leading companies as small factories undergo spring maintenance and large factories coordinate production cuts [1] Group 2 - Global chemical giants such as BASF, Dow, and Huntsman are simultaneously raising prices across Europe, Asia, and the Middle East [2] - The introduction of the "Petrochemical Industry Steady Growth Work Plan (2025-2026)" is expected to enhance technological innovation capabilities, expand new market and application demands, and scientifically regulate supply, accelerating the transformation and upgrading of the petrochemical industry [2] - By the third quarter of 2025, the overall ROE of the petrochemical industry index is projected to slightly rebound to 10.1%, indicating a clearer bottoming trend, while the price-to-earnings ratio remains near the central level of the past decade, making the valuation of the sector worth attention [2] - The chemical industry ETF (516570) includes major players in the oil, petrochemical, and basic chemical industries, with a high content of PX-PTA-filament industries, directly benefiting from the expected price increases due to reduced competition. The ETF has outperformed comparable chemical industry indices since the beginning of 2023 [2] - The management and custody fee rates for the chemical industry ETF are 0.15% and 0.05% per year, significantly lower than similar ETF products in the petrochemical sector [2]