Group 1 - The core index of the rare earth industry in China rose by 0.9%, while the petrochemical industry index fell by 0.2% [1] - The chemical industry ETF managed by E Fund (516570) has seen a net inflow of approximately 400 million yuan over the past nine trading days [1] - According to Industrial Securities, the chemical products have been operating in a bottom range for three years, with a continuous decline in the growth rate of ongoing projects and new capacity nearing its end [1] Group 2 - Looking ahead to 2026, domestic growth stabilization policies are expected to take effect in the first year of the 14th Five-Year Plan, coinciding with the Federal Reserve entering a rate-cutting cycle [1] - Traditional demand for chemical products is anticipated to recover moderately, and the "anti-involution" trend may accelerate the cyclical turning point [1] - Core chemical assets with global competitive advantages are expected to experience profit and valuation recovery [1]
化工板块小幅回调，资金频繁加仓，化工行业ETF易方达（516570）连续9个交易日“吸金”
Sou Hu Cai Jing·2026-01-29 11:03