化工龙头ETF（516220）收涨超2.5%，连续10日净流入超2亿元，“反内卷”有望重估中国化工行业

Group 1 - The core viewpoint is that the Chinese chemical industry is expected to undergo a revaluation due to the implementation of "anti-involution" measures, leading to a potential upturn in the industry by 2026 [1] - The chemical sector is anticipated to experience a significant slowdown in global capacity expansion, which could enhance the net cash flow from operating activities and increase potential dividend yields [1] - The supply-side changes are expected to halt the decline in industry prosperity, with chemical stocks likely to exhibit both high elasticity and high dividend advantages [1] Group 2 - The chemical leading ETF (516220) has seen a rise of over 2.5% and a net inflow exceeding 200 million yuan for 10 consecutive days [1] - The ETF tracks a sub-index (000813) that includes leading listed companies in organic chemicals, inorganic chemicals, and fertilizers, reflecting the overall performance of the chemical industry [1]