Sou Hu Cai Jing·2026-01-28 02:16Group 1 - The core viewpoint of the article highlights the positive performance of the petrochemical ETF (159731), which has seen a 1.26% increase, with significant contributions from stocks like Zhejiang Longsheng and Baofeng Energy [1] - The petrochemical ETF has experienced a continuous net inflow of funds for 15 trading days, accumulating a total of 745 million yuan, reaching a new high in both share count (1.018 billion shares) and total scale (1.045 billion yuan) since its inception [1] - Guosen Securities notes that the Ministry of Industry and Information Technology has issued a growth stabilization plan for the petrochemical industry, indicating a steady shift from oil to chemicals [1] Group 2 - International oil prices are fluctuating within a narrow range, with Saudi Arabia reducing the official selling price (OSP) for Asia, which is expected to alleviate cost pressures on domestic refineries [1] - The forecast for Brent crude oil prices is projected to fluctuate between 55-65 USD per barrel by 2026, aligning with refinery cost comfort zones [1] - The petrochemical ETF closely tracks the CSI Petrochemical Industry Index, with over 91% of its weight concentrated in the basic chemicals and oil & petrochemical sectors, including major state-owned oil companies [1]