消息面上，部分化工龙头今日调整，机构指出，调整属于正常波动，毕竟最近提前打了一些涨价预期， 有一些涨幅，实际涨价兑现需要时间。行业中长期景气向上，中间也会存在各种扰动因素，带来波动， 但方向明确，尤其是越往后供需反转越清晰。在接下来很长一的时间（或2年），化工诸多顺周期公司 的震荡或回调都是很好的布局时机。 化工ETF紧密跟踪中证细分化工产业主题指数，中证细分产业主题指数系列由细分有色、细分机械等7 条指数组成，分别从相关细分产业中选取规模较大、流动性较好的上市公司证券作为指数样本，以反映 相关细分产业上市公司证券的整体表现。 数据显示，截至2025年12月31日，中证细分化工产业主题指数(000813)前十大权重股分别为万华化学 (600309)、盐湖股份(000792)、藏格矿业(000408)、天赐材料(002709)、巨化股份(600160)、恒力石化 (600346)、华鲁恒升(600426)、宝丰能源(600989)、云天化(600096)、金发科技(600143)，前十大权重股 合计占比45.31%。 化工ETF(159870)，场外联接(A：014942；C：014943；I：022792)。 ...

Group 1 - The chemical raw material prices continue to rise, driven by the energy storage sector, with VC quoted at 140,000 CNY/ton, up 30,000 CNY/ton from yesterday, and FEC at 64,000 CNY/ton, up 2,000 CNY/ton [1] - The price of lithium hexafluorophosphate is quoted at 151,500 CNY/ton, an increase of 1,500 CNY/ton from the previous day [1] - The organic silicon DMC price has risen, with a reported increase to 12,000-12,500 CNY/ton by November 13, 2025, reflecting a rise of 900-1,400 CNY/ton from the previous day [1] Group 2 - The organic silicon industry is showing signs of a bottom reversal, with a consensus on "anti-involution" among companies to rebalance supply and demand, leading to sustained price increases [1] - The exit of Dow's European organic silicon capacity in the second half of 2026 is expected to benefit domestic organic silicon exporters, with a potential for high-speed year-on-year growth in China's organic silicon exports [1] - As of November 13, 2025, the CSI sub-industry chemical theme index (000813) has surged by 3.87%, with significant gains in constituent stocks such as Xinzhou Bang (17.60%) and Lianhong Xinke (10.00%) [2] Group 3 - The CSI sub-industry chemical theme index is composed of seven sub-indices, reflecting the overall performance of listed companies in related sub-industries [2] - The top ten weighted stocks in the CSI sub-industry chemical theme index account for 44.83% of the total index, including companies like Wanhua Chemical and Yalake Co. [2]

该基金的业绩比较基准为：中证细分化工产业主题指数收益率。（数据宝） （文章来源：证券时报网） 天弘中证细分化工产业主题ETF（159133）将于2025年11月10日至2025年11月21日进行发售，首次募集 规模上限为20亿元，该基金的场内简称为化工ETF天弘，基金管理人为天弘基金，由祁世超担任该基金 的基金经理。 ...

Group 1 - The global manufacturing industry is shifting from China to Southeast Asian countries, SCO countries, and countries in the China-Africa Cooperation Organization due to multiple factors [1] - The chemical industry evolution will be dominated by US tariffs on China, European anti-dumping measures, environmental regulations, regional trade policies, and technological innovation [1] - Chinese companies can utilize regional trade agreements like RCEP to diversify production capacity towards Southeast Asia and Central Asia, with Cambodia being a significant investment destination in the chemical industry [1] Group 2 - Cambodia's chemical industry is in its early stages, contributing only 0.6% to GDP, with 18 registered chemical companies primarily focused on fertilizers, coatings, plastics, and daily chemicals [2] - The Cambodian government has established the Cambodian Investment Development Council to attract foreign investment through favorable policies, with industrial parks focusing on chemical industry development [2] - Cambodia has abundant natural resources, including salt mines and rubber, which provide a solid foundation for the development of the chemical industry [2] Group 3 - The construction industry in Cambodia is experiencing high demand, with over 100 large construction projects expected by 2025, leading to a surge in demand for chemical-related products like coatings [3] - There is a significant gap in the market for construction chemicals, textile chemicals, agricultural chemicals, daily chemicals, and new chemical engineering materials, which presents investment opportunities in the chemical sector [3]