Xin Lang Cai Jing·2026-02-09 11:39Group 1 - The chemical sector continues to rebound, with the Chemical ETF (516020) opening high and experiencing a maximum intraday increase of 1.79%, closing with a gain of 1.48% [1][7] - Key stocks in the sector include Zhejiang Longsheng, which surged by 9.5%, and Tongcheng New Materials, which rose by 4.86%, along with several others exceeding 3% gains [1][7] - The Chemical ETF tracks a specialized index that includes popular stocks in sectors like new energy, which are expected to benefit significantly from the ongoing growth in electric vehicle sales [9][10] Group 2 - According to Zhongyuan Securities, the ongoing anti-involution policies are expected to strengthen supply-side constraints in the industry, benefiting certain sub-sectors such as chlor-alkali, pesticides, and polyester filament [10] - Guohai Securities notes that the anti-involution measures may lead to a revaluation of the Chinese chemical industry, with potential for increased cash flow and dividend yields as capacity expansion slows [10] - The Chemical ETF (516020) is suggested as an efficient way to capitalize on the rebound in the chemical sector, covering themes like AI computing power and new energy [10][11] Group 3 - Recent data from the Ministry of Commerce indicates that as of February 5, 2026, there were 335,000 applications for the vehicle trade-in subsidy, driving new car sales to 53.77 billion yuan, which supports market development and resource recycling [8][9] - The average price of new cars participating in the trade-in program exceeded 160,000 yuan, showing a significant increase compared to the previous year, while the number of scrapped vehicles reached 659,000, a year-on-year increase of 50.2% [8][9]