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化工行业筑底回升趋势确立!化工ETF天弘(159133)探底回升翻红,半日净申购近1300万份,近10日“吸金”超3400万元
Sou Hu Cai Jing· 2025-12-29 05:14
Group 1 - The core viewpoint of the article highlights the performance of the Tianhong Chemical ETF (159133), which saw a midday recovery with a turnover of 2.88% and a transaction volume of 16.62 million yuan, despite the underlying index (000813) declining by 0.10% [1] - The Tianhong Chemical ETF achieved a record high in scale of 582 million yuan as of December 26, with a significant increase of 8.5 million shares over the past week, indicating strong investor interest [2] - The fund attracted a net subscription of 12.5 million shares in the first half of the trading day, reflecting positive market sentiment towards the chemical sector [1][2] Group 2 - The report from Cinda Securities indicates that the polyester sector experienced a significant increase in production and sales, with downstream demand positively impacting upstream prices, particularly for PX and PTA, while ethylene glycol prices saw a slight decline [3] - According to Everbright Securities, the chemical industry's profitability is expected to recover as inventory levels are low and demand gradually improves, supported by a slowdown in new capacity investments [3] - The agricultural chemicals sector is performing well, with high prices for phosphate and potash fertilizers, while the pesticide industry is entering a recovery phase [4]