化工板块重估机会受机构看好，关注指数回调后化工行业ETF易方达（516570）布局机会

Group 1 - The chemical sector is expected to undergo a revaluation due to clearer supply-side policy guidance, which may define the supply ceiling more distinctly [1] - There is a significant mismatch between the current status and operational conditions of China's chemical industry, indicating a high probability of future correction [1] - The market may be underestimating the impact of liquidity on the sector, as it is one of the few sectors with a favorable combination of being at the bottom of the cycle, an upward trend in fundamentals, and attractive valuations [1]