每日经济新闻 （责任编辑：刘畅 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 从客户数量来看，根据2025年中报，国泰中证A500ETF总户数位列同类首位，是第二名的三倍多， 更多人选择中证A500ETF（159338），感兴趣的投资者或可关注中证A500ETF（159338）。 注：数据来源：基金2025年中报，持有人户数位居同类38只产品首位。提及个股仅用于行业事件分 析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供参考，不代表其未来表现，亦不构成对基金 业绩的承诺或保证。观点可能随市场环境变化而调整，不构成投资建议或承诺。提及基金风险收益特征 各不相同，敬请投资者仔细阅读基金法律文件，充分了解产品要素、风险等级及收益分配原则，选择与 自身风险承受能力匹配的产品，谨慎投资。 沪指14连阳逼近4100点，资金面看，中证A500ETF（159338）近20日净流入超136亿元。 南京证券表示，市 ...

Market Overview - On July 30, A-shares showed mixed performance with the Shanghai Composite Index slightly up by 0.17%, while the Shenzhen Component Index and the ChiNext Index fell by 0.77% and 1.62% respectively [1][2] - Only about 1,700 stocks in the market experienced an increase [1] Sector Performance - In the industry sector, Steel (2.05%), Oil & Petrochemicals (1.84%), and Media (0.99%) were the top gainers, while Electrical Equipment (-2.22%), Computer (-1.59%), and Automotive (-1.27%) faced the largest declines [8] Chemical Industry Insights - The chemical sector is seeing a continuous inflow of funds driven by "anti-involution" trends, with the Chemical ETF (159870) recording a net subscription of 4.6 million units today, bringing its total scale to over 3.7 billion, a historical high [8] - Recent research indicates that the chemical industry is approaching a bottom reversal, supported by macroeconomic improvements and supply-side reforms [9] Oil and Gas Sector Updates - Russia has announced a ban on gasoline exports until August 31 due to strong domestic demand, aiming to stabilize the local market and ensure fuel supply for farmers [10] - Analysts predict that Brent crude oil prices will find strong support around $60 per barrel in Q3 2025, considering seasonal demand and geopolitical uncertainties in the Middle East [10] Investment Products - Relevant investment products for the chemical sector include Chemical ETF (159870) and various linked funds [9] - For the oil and gas sector, investment products include Oil & Gas ETF (159697) and associated linked funds [10]

Industry Investment Rating - The industry investment rating is "Outperform" and is maintained [2] Core Views - The report highlights the need to prevent disorderly competition and encourages companies to enhance product quality while promoting the orderly exit of outdated production capacity. Focus areas include silicon materials, coal chemical, and chlor-alkali chemical sectors, with price increases expected in potassium fertilizers, phosphorus fertilizers, active dyes, and pesticides [5][6] Summary by Sections Industry Overview - The closing index for the industry is at 3518.55, with a 52-week high of 3564.08 and a low of 2687.54 [2] - The basic chemical sector experienced a weekly change of +0.80%, underperforming the CSI 300 index, which had a weekly change of +1.54% [6][19] Stock Performance - Notable stock price increases include: - Kaimete Gas: +27.46% - Kete Biology: +21.90% - Jiuri New Materials: +21.01% [7][20] - Significant stock price decreases include: - Tiansheng New Materials: -15.80% - Jinji Co.: -15.34% - Xinyaqiang: -14.41% [8][21] Commodity Price Movements - Key commodities with price increases include: - Dichloropropane-white material: +8.82% - Isobutyraldehyde: +7.20% - TDI: +7.02% [9][23] - Key commodities with price decreases include: - Liquid chlorine: -86.51% - Chick seedlings: -47.31% - Meta-cresol: -9.09% [10][26] Investment Recommendations - The report suggests focusing on opportunities in silicon materials, coal chemical, and chlor-alkali chemical sectors while monitoring price trends in fertilizers and pesticides [5][6]