细分领域景气上行，化工行业景气修复可期，化工ETF国泰（516220）收涨2.2%

Group 1 - The chemical industry is experiencing a recovery, with specific sectors such as dyes, PVA, and vitamins showing signs of improvement, as indicated by a 2.2% increase in the Guotai Chemical ETF (516220) on February 11 [1] - Leading dye companies have raised prices due to tight supply of core intermediates, while PVA prices are increasing due to higher export orders following extreme weather affecting overseas facilities [1] - Vitamin prices are also rising as major manufacturers plan production halts for maintenance and increase their quotes, leading to tighter supply expectations post-holiday [1] Group 2 - The Guotai Chemical ETF (516220) tracks a specialized chemical index (000813) that includes listed companies from various sectors such as fertilizers, pesticides, and coatings, reflecting the overall performance of high-growth and specialized chemical enterprises [1] - The index focuses on specific chemical products and technologies, aiming to highlight structural opportunities within the chemical industry [1]