Sou Hu Cai Jing·2026-02-11 02:38Group 1 - The chemical sector is experiencing a rebound, with the chemical ETF (516020) showing a significant increase of 1.77% as of the report, peaking at a 1.98% rise during the trading session [1][2] - Key stocks in the sector include New Chemical Materials, which surged over 8%, and other notable gainers such as New Fengming, Rongsheng Petrochemical, and Tongkun Co., all showing increases of over 4% [1][2] - Recent reports from major foreign investment firms, including UBS and Morgan Stanley, have upgraded their outlook on the Chinese chemical industry, predicting a new upward cycle from 2026 to 2028 due to multiple positive factors [1][3] Group 2 - Guohai Securities suggests that the re-evaluation of the Chinese chemical industry could lead to a significant slowdown in global capacity expansion, potentially transforming the industry from a cash-consuming entity to a cash-generating one [3] - The chemical ETF (516020) tracks the CSI sub-sector chemical industry index, covering popular themes such as AI computing power, de-involution, robotics, and new energy [3]