基础化工板块正迎来景气度与估值逻辑双重重塑，化工ETF嘉实(159129)持续获资金关注

Group 1 - The core viewpoint of the articles indicates that the chemical materials sector is experiencing a shift from a "cost-sensitive" model to a "structural growth" model, driven by policies on carbon emissions, global energy transitions, and domestic manufacturing recovery [1] - The China Securities Index shows that the chemical industry index rose by 7.29% last week, outperforming the CSI 300 index by 7.91 percentage points, with all 24 sub-industries within the sector recording gains [1] - The implementation of a dual control system for carbon emissions in China marks a new phase in institutionalizing green and low-carbon development, which is expected to accelerate the elimination of outdated capacity in high-energy-consuming and high-emission chemical sub-industries [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the China Securities Index for the chemical industry include Wanhua Chemical, Salt Lake Co., and Cangge Mining, with these stocks collectively accounting for 45.31% of the index [2] - The chemical ETF managed by Harvest (159129) closely tracks the China Securities Index for the chemical industry, focusing on the new round of prosperity cycle against the backdrop of "anti-involution" in the industry [2] - Investors can also explore investment opportunities in the chemical sector through the chemical ETF linked fund (013527) [3]