化工ETF天弘（159133）盘中逆势获净申购8500万份，连续23日“吸金”累超17亿元， 机构：化工投资资金侧、供给侧逻辑迎来加强

Group 1 - The core index of the chemical industry, the CSI Sub-Industry Chemical Theme Index, fell by 5.15% on February 2, with stocks like Enjie Co., Ltd. and Tianci Materials showing positive performance [1] - The Tianhong Chemical ETF (159133) recorded a trading volume exceeding 680 million yuan, with a turnover rate of nearly 3% and a premium rate of 0.05%, indicating frequent premium trading [1] - The Tianhong Chemical ETF saw a net subscription of 85 million units during the trading session, continuing a streak of 23 consecutive trading days with net inflows, totaling over 1.7 billion yuan [1] Group 2 - The Tianhong Chemical ETF tracks the CSI Sub-Industry Chemical Theme Index, which covers various segments of the chemical industry, including phosphorus chemicals, fluorine chemicals, and leading companies in phosphate and potassium fertilizers [1] - Guosheng Securities noted that the supply structure has improved, leading to a valuation recovery in the chemical industry, with a continuous rise since the "anti-involution" trend began in July 2025 [1] - The issuance of the chemical ETF and the release of dual-carbon policies since Q4 2025 have strengthened the investment logic on both the supply and demand sides in the chemical sector [1]