化工行业供给侧优化趋势持续，化工ETF嘉实(159129)一键布局化工板块投资机遇

Group 1 - The core viewpoint of the news highlights the upward price adjustments by major overseas MDI producers in North America and ASEAN regions, indicating a potential price increase momentum in the polyurethane industry due to low global inventory levels and post-holiday resumption of downstream operations [1] - The chemical industry is experiencing a continuous optimization trend on the supply side, with the organic silicon sector expected to achieve zero new capacity by 2025, alongside the clearance of overseas capacity, marking a peak in supply growth [1] - Demand in the chemical sector is benefiting from high growth in emerging fields such as new energy vehicles and photovoltaics, leading to a significant improvement in the supply-demand balance [1] Group 2 - Major companies in the industry have established dynamic pricing mechanisms and production reduction agreements for organic silicon products, facilitating a recovery in profitability and driving the cycle recovery through anti-involution [1] - As of January 30, 2026, the top ten weighted stocks in the CSI Subdivision Chemical Industry Theme Index accounted for 44.82% of the index, with leading companies including Wanhua Chemical, Salt Lake Shares, and Cangge Mining [1] - The chemical ETF managed by Harvest (159129) closely tracks the CSI Subdivision Chemical Industry Theme Index, focusing on the new round of prosperity cycle against the backdrop of "anti-involution" in the industry [2]