Sou Hu Cai Jing·2026-01-23 03:43Group 1 - The chemical sector continues to rise, with the Chemical ETF (516020) showing a 0.31% increase as of January 23 [1] - Key stocks in the sector include Dongfang Shenghong, Weixing Chemical, and Hongda Co., which have all seen gains exceeding 4% [1] - The Chemical ETF has attracted significant investment, with a net subscription amount close to 1.2 billion yuan over the last five trading days [2] Group 2 - Recent petrochemical projects have been included in the key engineering project list for 2026, providing strong support for the industry [3] - The National Development and Reform Commission has allocated special bonds to support energy-saving and environmental protection initiatives [3] - The chemical industry is entering a strategic window, with high-cost overseas marginal capacity exiting and a restructuring of the global chemical order [3] Group 3 - Analysts are optimistic about the chemical sector's recovery, driven by changes in corporate strategies and market dynamics [3] - Key areas of focus for investment include MDI, petrochemicals, phosphate chemicals, PVC, and polyester bottle chips [3] - The Chemical ETF (516020) is recommended as an efficient way to gain exposure to the sector, tracking the CSI sub-industry index [3]