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机构详解2026年化工四大方向,石化ETF(159731)成布局利器,规模份额创历史新高
Sou Hu Cai Jing· 2026-01-19 02:56
Group 1 - The Petrochemical ETF (159731) has seen a rise of 1.79% as of January 19, with significant gains from holdings such as Yara International, Haohua Technology, and Hualu Hengsheng [1] - The Petrochemical ETF has experienced net inflows for eight consecutive trading days, totaling 269 million yuan, with its latest share count reaching 549 million and total scale hitting 522 million yuan, both marking new highs since inception [1] - Dongwu Securities highlights four major investment directions for the chemical industry by 2026, including dividend strategies focusing on China National Offshore Oil Corporation, China Petroleum, and Sinopec [1] Group 2 - The Petrochemical ETF and its linked funds closely track the CSI Petrochemical Industry Index, with the basic chemical industry accounting for 59.23% and the oil and petrochemical industry for 32.60% of the index [2] - The chemical industry cycle is expected to accelerate its reversal as supply-side measures continue to reduce capacity and promote domestic demand in the context of the "14th Five-Year Plan" [2]