Sou Hu Cai Jing·2026-02-03 02:48Group 1 - The China Petroleum and Chemical Industry Index (H11057) increased by 1.63%, with key stocks such as Wanhua Chemical, Yilong Co., Cangge Mining, Hualu Hengsheng, and Yuntianhua rising over 2% [1] - As of February 2, the index has risen by 41.19% over the past year [1] - The E Fund Chemical Industry ETF (516570), which tracks the index, has seen a net inflow of over 1.3 billion in the last 10 days, with its latest fund size reaching 1.537 billion [1] Group 2 - In January, the production index and new orders index for the petroleum, coal, and other fuel processing industries were both below the critical point, indicating a slowdown in market demand and a decline in production [3] - The main raw material purchase price index and the factory price index were 56.1% and 50.6%, respectively, with increases of 3.0 and 1.7 percentage points from the previous month, marking the factory price index's first rise above the critical point in nearly 20 months [3] - Guosheng Securities stated that the supply structure has improved, leading to a valuation recovery in the chemical industry, with continuous growth since the "anti-involution" trend began in July 2025 [3]