化工产业复苏
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化工板块持续拉升,今日盘中表现活跃,化工50ETF(516120)涨超3%!
Mei Ri Jing Ji Xin Wen· 2026-01-06 05:32
化工50ETF(516120)紧密跟踪中证细分化工产业主题指数(000813.CSI),聚焦化工产业链核心领 域,以基础化工和石油石化为主导,帮助投资者高效布局化工产业核心赛道。 (文章来源:每日经济新闻) 1月6日盘中,化工板块一路走强,盘间一度涨至3.63%,截至发稿的最新涨幅为3.52%。标的指数中,9 成个股飘红且成交活跃,盐湖股份以50.67亿元的成交额居首,恒力石化、鲁西化工均涨9%左右,桐昆 股份、龙柏集团等上市公司强势跟涨,明显拉动指数。 研究机构指出,2026年基础化工板块有望迎来上行起点,建议关注内外需韧性和格局改善品种。伴随 2025年6月以来的行业资本开支增速显著下降,叠加"反内卷"有望助力供给端协同及落后产能出清,而 内需有望进一步复苏及出口亚非拉等支撑需求,大宗化学品有望逐步复苏。 ...
化工ETF(159870)进入百亿ETF俱乐部,连续11天获资金净流入
Xin Lang Cai Jing· 2025-08-26 08:27
Group 1 - The chemical sector is leading the market, with continuous capital inflow, as the Chemical ETF (159870) officially surpasses the 10 billion yuan mark, entering the billion ETF club [1] - The Chemical ETF has seen a net subscription of 2.09 billion units today, marking 11 consecutive days of net capital inflow [1] - As of August 26, 2025, the CSI Sub-Industry Chemical Theme Index (000813) has surged by 1.77%, with notable increases in constituent stocks such as Nuclear Titanium Dioxide (002145) up 10.02%, Luxi Chemical (000830) up 6.93%, and Sinochem International (600500) up 6.51% [1] Group 2 - Huafu Securities indicates that with the recovery of domestic and international economies, the prices and demand for major chemical products are entering a recovery phase [1] - Leading companies in the chemical industry have significant scale advantages and have solidified their cost moats through continuous R&D investment, enhancing their core competitiveness [1] - The Chemical ETF closely tracks the CSI Sub-Industry Chemical Theme Index, which consists of seven sub-indices, reflecting the overall performance of listed companies in related sub-industries [1] Group 3 - As of July 31, 2025, the top ten weighted stocks in the CSI Sub-Industry Chemical Theme Index (000813) include Wanhua Chemical (600309), Salt Lake Industry (000792), and Juhua Co., Ltd. (600160), with the top ten accounting for 43.54% of the total weight [2]