分散染料价格大涨！化工ETF天弘（159133）标的指数大涨超3.5%，净申购1250万份深市同标的第一

Group 1 - The chemical sector is experiencing a positive trend, with the Tianhong Chemical ETF (159133) seeing a 3.57% increase in its index and a net subscription of 12.5 million units, leading the same category funds in the Shenzhen market [1] - The Tianhong Chemical ETF has accumulated a net inflow of 1.95 billion yuan over the last 30 trading days, with a total fund size of 2.658 billion yuan as of February 13, 2026 [1] - The ETF tracks the CSI Sub-Industry Chemical Theme Index, which includes companies from various segments such as chemical products, fibers, fertilizers, and pesticides, providing a representative tool for investors interested in the chemical industry [1] Group 2 - Leading dye manufacturers have raised the price of disperse dyes by 2,000 yuan per ton since February 8, primarily due to a more than 50% increase in the price of key intermediate reducing agents compared to last year [2] - The "anti-involution" policy aimed at curbing low-level redundant construction is being deepened, with strict controls on new capacity in key industries such as refining and ethylene [2] - It is estimated that Europe will close approximately 37 million tons of chemical capacity from 2022 to 2025 due to energy costs and carbon pressure, while domestic companies are making technological breakthroughs in fine chemicals, accelerating the process of import substitution [2]