Xin Lang Cai Jing·2026-01-28 13:53Group 1 - The chemical sector continues to show strength, with the chemical ETF (516020) experiencing a price increase of 2.48% at closing, reaching a new high since July 2022 [1][7] - The ETF saw a maximum intraday increase of 3.2% and a closing premium rate of 0.42%, indicating strong buying interest [1][7] - Key stocks in the sector, such as Hebang Biotechnology and Zhejiang Longsheng, hit the daily limit, while others like Satellite Chemical and Huafeng Chemical surged over 8% [1][7] Group 2 - Recent guidance from multiple government departments aims to promote the construction of zero-carbon factories, with plans to select a batch starting in 2026 and expand to various industries by 2030 [3][9] - The supply side of the chemical industry is expected to face constraints due to policies affecting high-energy consumption sectors, while the carbon trading market may reshape cost structures [3][9] - Demand for chemical products is anticipated to grow, supported by domestic policies aimed at expanding internal demand and the transition to new economic drivers [3][9] Group 3 - The chemical ETF (516020) tracks the CSI segmented chemical industry index, covering popular themes such as AI computing power and new energy [3][9] - Investors can also consider the chemical ETF linked funds (Class A 012537/Class C 012538) for exposure to the chemical sector [3][9]