化工ETF(159870)盘中净申购6200万份，锂电龙头扭亏为盈

Group 1 - The overall market is experiencing fluctuations influenced by overnight U.S. stock movements, with capital entering the chemical sector at lower prices, as evidenced by a net subscription of 62 million units for the chemical ETF (159870), marking 22 consecutive days of net inflow [1] - Enjie Co., Ltd. announced an expected net profit attributable to shareholders of 109 million to 164 million yuan for 2025, recovering from a loss of 556 million yuan in the same period last year, driven by sustained growth in downstream demand for lithium battery separator membranes [1] - Dongwu Securities highlighted that the price for 6F long-term contracts is nearly 150,000 yuan/ton, with lithium iron phosphate processing fees last week ranging from 1,500 to 2,000 yuan/ton, and small customers of separators seeing price increases of 20-40%, maintaining a positive outlook on the price elasticity of the lithium battery sector and quality material leaders [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the CSI Sub-Industry Chemical Theme Index (000813) include Wanhua Chemical, Salt Lake Industry, and others, with these stocks collectively accounting for 45.31% of the index [2] - The CSI Sub-Industry Chemical Theme Index closely tracks the performance of major listed companies in the chemical sector, selected based on size and liquidity from various sub-industries [2]