石油化工板块回调，化工行业ETF易方达（516570）近5日"吸金"超10亿元

Group 1 - The core viewpoint indicates that the chemical industry is experiencing a downturn, with the Zhongzheng Petrochemical Industry Index falling by 1.8% and the Zhongzheng Rare Earth Industry Index declining by 4.4% [1] - According to Wind data, the ETF for the chemical industry, E Fund (516570), has seen a net inflow of over 1 billion yuan in the last five trading days [1] - Industrial construction growth in the chemical sector has been declining for three years, and new capacity additions are nearing completion [1] Group 2 - Looking ahead to 2026, domestic growth policies are expected to gain momentum as the "14th Five-Year Plan" begins, 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 see profit and valuation recovery [1]