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全球PFAS监管有望为中国无氟材料产业催生增量机遇,聚焦石化ETF(159731)长期价值
Mei Ri Jing Ji Xin Wen· 2026-02-05 06:36
Group 1 - The Petrochemical ETF (159731) has seen a decline of 1.78% as of February 5, with notable gains in holdings such as Guangdong Hongda, Sankeshu, and Yiheng Petrochemical [1] - Over the past 20 trading days, the Petrochemical ETF has experienced a total net inflow of 1.43 billion yuan, with the latest share count reaching 1.692 billion and a total scale of 1.706 billion yuan [1] - The global regulation of PFAS (Per-and Polyfluoroalkyl Substances) has entered a phase of stringent lifecycle management and accountability, with China including PFOS and PFOA in its list of key controlled new pollutants [1] Group 2 - The Petrochemical ETF and its linked funds closely track the CSI Petrochemical Industry Index, with the basic chemical industry accounting for 60.02% and the oil and petrochemical industry for 32.43%, allowing for profit recovery from downstream chemical products [2] - The long-term narrative for the industry is improving due to optimization of industry structure and adjustments in supply and demand [2]