需求上调+产能东移：化工行业ETF易方达（516570）迎双重催化，标的指数涨近2%冲击4连阳

Group 1 - The core viewpoint of the articles highlights a positive trend in the chemical industry, particularly in the petrochemical sector, with significant stock price increases and strong fund inflows into related ETFs [1][2]. - The China Petroleum and Chemical Industry Index has seen a rise of 1.88%, with key stocks such as China Petroleum and China Petrochemical increasing by 1.6% and 4.4% respectively, indicating strong market performance [1]. - The chemical industry ETF managed by E Fund has attracted over 64 million in net inflows over the past four days and nearly 200 million in the last 60 days, reflecting investor confidence [1]. Group 2 - The International Energy Agency's report predicts a daily increase in global oil demand of 930,000 barrels by 2026, which is higher than previous forecasts, suggesting a robust outlook for the energy sector [1]. - The exit of overseas production capacity, particularly in Europe, is accelerating, with approximately 4.5 million tons per year of ethylene capacity being shut down since 2024, positioning China as a key production hub [1]. - The PVC production capacity in Europe is expected to decline significantly by 2025 due to rising energy costs and increased market competition, which may enhance China's export volume and market share in PVC [2].