化工ETF(159870)涨2.6%，盘中净申购超3亿份，分散染料概念集体走高

Group 1 - The core intermediate product prices for disperse dyes have surged by 50% this year, from 25,000 to 38,000, leading to an increase in dye prices, with a notable rise of 1,000 in disperse black prices on January 22, and expectations for continued price increases in the future [1] - Due to stricter environmental and safety inspections, outdated production capacity is gradually exiting the market, resulting in a highly concentrated supply with only three main suppliers remaining, and a strong demand outlook [1] - Historical data indicates that due to environmental issues, the price of the intermediate product has previously risen to 100,000, with short-term expectations seeing it reach 50,000, corresponding to a price increase of 25,000; disperse dye prices are projected to reach 20,000, corresponding to an increase of 4,000 [1] Group 2 - The chemical ETF (159870) has seen a strong increase of 2.63%, with a latest price of 0.93 yuan and a net subscription of 300 million shares, marking a continuous inflow for 20 days [2] - The CSI sub-industry chemical theme index (000813) has risen by 2, with major stocks like Zhejiang Longsheng up by 9.99% and Hebang Biotechnology by 8.98%, indicating strong performance in the chemical sector [2] - As of December 31, 2025, the top ten weighted stocks in the CSI sub-industry chemical theme index account for 45.31% of the index, including companies like Wanhua Chemical and Salt Lake Industry [2]