行业景气反转
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化工行业仍处于底部区域,“反内卷”推动下行业景气有望改善
Mei Ri Jing Ji Xin Wen· 2025-11-11 05:42
11月11日午后,A股市场延续调整,中证石化产业指数跌幅收窄,现跌约0.1%,成分股三棵树、凯赛生 物、鲁西化工等领涨。相关ETF方面,石化ETF(159731)迎低位布局窗口,石化ETF近10个交易日合 计"吸金"4335.04万元,资金布局特征显著。 石化ETF(159731)及其联接基金(017855/017856)紧密跟踪中证石化产业指数,按照申万二级行业 来看,中证石化产业指数前三大行业分别为炼化及贸易(26.8%)、化学制品(22.4%)和农化制品 (21.1%),助力投资者一键把握化工行业景气反转行情。 平安证券研报称,A股短期高位震荡是在为中期继续向上蓄力,在外部风险释放的背景下,我国向好的 经济预期和稳定的制度优势更加凸显。可重点关注"反内卷"推动下行业景气有望改善的板块,如新能 源、建材、传统周期等。 从多项指标来看,化工行业仍处于底部区域。华创证券研报显示,化工行业的整体加权开工率处于历史 高点,而价差还在绝对底部,距离反转还需看到库存的去化,但已有零星品种率先走出底部反转趋势。 ...
世界猪业博览会开幕!农牧渔ETF(159275)上涨0.7%!机构:养殖业产能出清或推动景气反转
Xin Lang Ji Jin· 2025-10-21 05:18
Group 1 - The agricultural and livestock ETF (159275) showed a stable performance with a price increase of 0.81% and a trading volume of 3.45 million yuan, bringing the fund's total size to 206 million yuan [1] - Among the constituent stocks, Zhongxing Junye reached the daily limit, while Chenguang Biotech and Zhuangzidao followed with increases of 3.07% and 2.89% respectively [1] - The 14th World Pig Industry Expo opened in Changsha, covering an area of 100,000 square meters and attracting over 800 global enterprises, focusing on technology exchange and innovation in the pig farming industry [1] Group 2 - Guohai Securities indicated that the pig farming industry is entering a regulatory phase, with measures to reduce production capacity affecting pig prices, which are under downward pressure in the short term [2] - The poultry sector is expected to improve, with the import ratio of white feather chicken breeding stock decreasing to 41%, despite low prices [2] - The pet economy is rapidly developing, with domestic brands rising and improving industry profitability [2]