Mei Ri Jing Ji Xin Wen·2026-02-26 09:55Group 1 - The chemical sector is experiencing a positive trend, with the chemical ETF Tianhong (159133) seeing a 3.24% increase in its index during trading, with a subscription amount of 7.5 million units and a transaction volume of 41.76 million yuan [1] - The Tianhong chemical ETF has achieved a net inflow of 1.953 billion yuan over the last 30 trading days, reaching a new high in total assets of 2.764 billion yuan as of February 24, 2026 [1] - The index tracked by the Tianhong chemical ETF has increased by 56.38% over the past year, with major allocations in chemical products (26.18%), agricultural chemicals (22.71%), and chemical raw materials (14.01%) [1] Group 2 - The chemical sector is being boosted by multiple positive factors, including ongoing "anti-involution" policies that are optimizing supply through joint production cuts in polyester and organic silicon sub-industries [2] - There are positive signals in product pricing, with significant price increases for key intermediates in disperse dyes and an upward adjustment in export prices for vitamin E [2] - A recent U.S. Supreme Court ruling has lowered certain tariffs, improving export expectations for chemical products, while the development of robotics and AI is driving demand for new materials [2]