化工板块高开高走，化工行业ETF易方达（516570）标的指数涨超3%，机构称行业有望开启“戴维斯双击”

Group 1 - The core viewpoint of the articles indicates that the chemical industry is experiencing a shift, with capital expenditure entering negative growth in 2024, influenced by the "anti-involution" trend and accelerated elimination of outdated overseas capacity [1] - The China Securities Galaxy suggests that the supply side is expected to contract, aligning with the "14th Five-Year Plan" which emphasizes expanding domestic demand, thus opening up demand space for chemical products [1] - The expectation of a strong policy catalyst indicates that the chemical industry may reach an upward turning point by 2026, transitioning from valuation recovery to performance growth, referred to as the "Davis Double-Click" [1]