Group 1 - The chemical sector is experiencing active trading, with the Tianhong Chemical ETF (159133) seeing a transaction volume of nearly 300 million yuan and a net subscription of 90 million units as of January 26 [1] - The Tianhong Chemical ETF has recorded a net inflow of 1.17 billion yuan on January 23, marking 18 consecutive trading days of net inflows, totaling 7.14 billion yuan [1] - The Tianhong Chemical ETF tracks the CSI Sub-Industry Chemical Theme Index, which covers various segments of the chemical industry, including phosphate chemicals, fluorine chemicals, and fertilizers [1] Group 2 - The lithium carbonate market continues to show strong upward momentum, with the main futures contract rising over 6% to nearly 190,000 yuan per ton [1] - China Galaxy Securities indicates that capital expenditure in the chemical industry has entered negative growth in 2024, with supply expected to contract due to the "anti-involution" trend and accelerated clearance of outdated overseas capacity [2] - The "14th Five-Year Plan" emphasizes expanding domestic demand, which is expected to open up demand space for chemical products [2] - A supply-demand bottom is believed to be established, with strong policy expectations potentially catalyzing an upward cycle in the chemical industry by 2026, leading to a "Davis Double Play" from valuation recovery to earnings growth [2]
碳酸锂期货主力合约盘中拉升超6%，化工ETF天弘（159133）盘中净申购达9000万份，连续18日“吸金”累计超7亿元
2 1 Shi Ji Jing Ji Bao Dao·2026-01-26 02:55