指数上涨2%，化工行业迎供需共振，化工行业ETF易方达（516570）等产品配置价值显现

Group 1 - The core viewpoint of the article highlights an improvement in global crude oil demand forecasts, with the International Energy Agency (IEA) raising its demand growth expectation for this year from 860,000 barrels per day to 930,000 barrels per day, reflecting resilience in energy demand amid global economic recovery [1] - The petrochemical sector's capital expenditure is nearing its end, with ongoing construction projects declining year-on-year for three consecutive quarters, alongside the elimination of outdated facilities and the deepening of "anti-involution" policies, leading to a significant improvement in the supply side [1] - The China Petroleum and Chemical Industry Index has seen a 2.0% increase, with key stocks such as Hebang Biotechnology rising over 6%, and major players like Rongsheng Petrochemical, Hualu Hengsheng, Sinopec, and CNOOC rising over 4% [1] Group 2 - The index includes major companies in the oil and petrochemical sectors, such as the "three oil giants" and Wanhua Chemical, which are expected to benefit from rising product price expectations due to the effectiveness of anti-involution policies [1] - The ETF managed by E Fund (516570) offers a low management fee rate of 0.15% per year, providing investors with a cost-effective way to invest in the favorable supply and demand dynamics of the petrochemical industry [1]