资金周报｜化工ETF(159870)连续16天净流入，细分板块利好频出（1/19-1/23）

Market Overview - As of last weekend, the total scale of equity ETFs in the market reached 48,892.36 billion yuan, with a decrease of 2,906.25 billion yuan in total scale over the past week, and a reduction of 479.65 billion units, resulting in a net outflow of 3,137.53 billion yuan [1] Fund Inflow and Outflow Direction - In the broad-based and strategy ETF category, the top three inflow sectors were Free Cash Flow, Strategy-Dividend, and CSI 2000, while the top three outflow sectors were CSI 300, CSI 1000, and SSE 50 [3][4] - In the industry and thematic ETF category, the top five inflow sectors were Semiconductor Chips, Chemicals, Power Grid and Power Operations, Non-ferrous Metals, and Innovative Drugs, while the top five outflow sectors were Military Industry, State-owned Enterprises, Agriculture, Rare Earths, and Consumer Electronics [4][5] Key Focus Areas - The Chemical ETF (159870) has seen continuous net inflows for 16 days, with various sub-sectors receiving positive news. The prices of chemical futures have risen significantly, indicating a positive market outlook for chemical products [6] - Specific price increases include: - Butadiene rubber up by 4.69% - Ethylene glycol up by 4.51% - Styrene up by 4.07% [6] - The price of a key intermediate for disperse dyes has increased from 25,000 yuan per ton to 38,000 yuan, a rise of over 50% [6] - The domestic potassium chloride market is showing strength due to reduced domestic supply and increased import costs [6] - The Chemical ETF has attracted a total of 94.27 billion yuan in net inflows over the past 16 days, with an average daily net inflow of 5.89 billion yuan [6][9] New Energy Sector - The Innovative New Energy ETF (588830) has experienced three consecutive days of gains, driven by the announcement of plans to build 200 GW of solar capacity in the U.S. for data center power supply [10] - The expected demand for solar equipment is projected to be significant, with potential annual procurement needs of 60-70 GW, translating to substantial revenue and profit opportunities in the solar supply chain [10]