密集申报

Group 1 - The article highlights the increasing interest in the chemical sector due to the "anti-involution" policies, which are expected to benefit the midstream cyclical manufacturing industry [2][6][9] - The chemical sector has shown a significant rebound, with the chemical index rising by 11.84% recently, following a broader trend of cyclical stocks outperforming [4][6] - Fund companies are intensifying their focus on chemical-themed funds, with four new funds reported since September, indicating a growing optimism about the sector's investment prospects [8][9] Group 2 - The chemical industry has been in a bottoming phase for 11 quarters, with supply-side reforms expected to drive a shift from low-level competition to high-quality development [6][7] - The recent rebound in the chemical sector is attributed to policy-driven supply contraction, with expectations for further supply-side reforms impacting the industry's trajectory [7][9] - Fund managers believe that the chemical sector, along with other midstream cyclical industries, is poised for recovery due to improved capacity utilization and potential exits of less competitive players [10]