注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 中银国际指出，化工行业短期内需关注中报行情、"反内卷"对供给端的影响、电子材料自主可控及 能源企业分红政策。中长期来看，新材料领域发展空间广阔，包括材料国产化、OLED渗透率提升及新 能源材料应用扩展；政策加持下氟化工、维生素等子行业景气度有望上行，轮胎企业全球化布局仍有空 间。 化工龙头ETF（516220）跟踪的是细分化工指数（000813），该指数从市场中选取涉及化肥、农 药、涂料等化学工业子行业的上市公司 ...

| 代码 | 名称 | 现价 | 涨跌幅 | | --- | --- | --- | --- | | 588500.SH 科创100增强ETF易方达 | | | 1.709 -2.12% | | 588830.SH | 科创新能源ETF | | 1.272 -2.08% | | 159566.SZ | 储能电池ETF | 1.598 | -2.02% | | 159715.SZ | 稀土ETF易方达 | 1.043 | -1.97% | | 516150.SH | 稀土ETF嘉实 | 1.594 | -1.97% | | 513160.SH | 港股科技30ETF | | 1.234 -1.91% | | 516780.SH | 稀土ETF | 1.538 | -1.91% | | 159713.SZ | 稀土ETF | 1.143 | -1.8% | 有券商表示，在"碳中和"等政策的持续推动下，新能源汽车、风力发电及节能电机等高端磁材需求增长迅速。此外，传统制造领域需求复苏及人形机器人加 速落地为稀土需求注入增长动力。 市场全天震荡调整，三大指数涨跌不一。从板块来看，数字货币概念股集体大涨，油气股表现活跃， ...

化工板块上攻，中核钛白（维权）涨停，新洋丰、博源化工、鲁西化工、扬农化工、亚钾国际、万华化学涨超4%。 化工行业ETF、化工龙头ETF、化工ETF、石化ETF、化工50ETF上涨。 | 代码 | 名称 | 跟踪指数 | 当天涨跌幅 | 本月涨跌幅 | 管理公司 | | --- | --- | --- | --- | --- | --- | | 516570.SH | 化工行业ETF | 石化产业 | 1.62% | 8.64% | 易方达基金 | | 516220.SH | 化工龙头ETF | 细分化工 | 1.40% | 13.68% | 国泰基金 | | 516020.SH | 化工ETF | 细分化工 | 1.31% | 14.66% | 华宝基金 | | 159731.SZ | 石化ETF | 石化产业 | 1.21% | 8.18% | キ夏基金 | | 516120.SH | 化工50ETF | 细分化工 | 1.14% | 14.75% | 富国基金 | | 159870.SZ | 化工ETF | 细分化工 | 1.23% | 13.67% | 鹏华基金 | 银河证券研报称，供给端，近几年化工行 ...

Market Performance - As of July 30, 2025, the three major A-share indices showed mixed results, with the Shanghai Composite Index rising by 0.17% to 3615.72 points, while the Shenzhen Component Index and the ChiNext Index fell by 0.77% to 11203.03 points and 1.62% to 2367.68 points respectively [1] - The total trading volume of the two markets reached 1.84 trillion yuan [1] Industry Highlights - The fishery sector performed notably well, surging by 4.06%, followed by the steel and film industries, which rose by 3.30% and 2.76% respectively [1] - A total of 356 non-currency ETFs increased in value, representing 29% of the market [1] - The China Steel Index rose by 1.58%, and the Steel ETF increased by 1.53% [1] - The China Petrochemical Industry Index saw a rise of 1.57%, with the Petrochemical ETF and Chemical Industry ETF increasing by 2.07% and 1.66% respectively [1] - The China Film Theme Index rose by 1.26%, with the Film ETF increasing by 1.64% and another Film ETF by 1.40% [1] ETF Performance - The top-performing ETFs included the Oil and Gas Resources ETF, which rose by 3.25%, and the Petrochemical ETF, which increased by 2.07% [3] - The Steel ETF had a total share size of 23.50 billion units, closely tracking the China Steel Index [5] - The Oil and Gas ETF had a share size of 1.13 billion units, tracking the National Oil and Gas Index [4] Valuation Metrics - The latest price-to-earnings ratio (PE-TTM) for the China National New Hong Kong Stock Connect Central State-Owned Enterprise Dividend Index is 8.74, which is below 99.80% of the time over the past three years [4] - The National Oil and Gas Index has a PE-TTM of 11.34, below 66.36% of the time over the past three years [5] Declining Sectors - A total of 809 non-currency ETFs declined, accounting for 67% of the market [5] - The China Hong Kong Stock Connect Automotive Industry Theme Index and the China Financial Technology Theme Index experienced the largest declines, falling by 4.50% and 2.94% respectively [5]

Group 1 - The core viewpoint is that the implementation of ultra-long-term special government bonds will accelerate equipment upgrades in the petrochemical industry, optimizing the supply side and clearing out outdated capacity, benefiting leading enterprises with financial and technological advantages [1] - Domestic policies frequently emphasize supply-side requirements, while overseas, rising raw material costs and capacity shocks in Asia have led to shutdowns and capacity exits among European and American chemical companies [1] - In the short term, geopolitical tensions increase uncertainty in overseas chemical supply; however, in the long term, China's chemical industry has a clear competitive advantage, rapidly filling gaps in the international supply chain and potentially reshaping the global chemical industry landscape [1] Group 2 - The leading companies in the chemical sector are expected to benefit from a virtuous cycle in the domestic supply chain, driven by enhanced R&D and innovation capabilities of leading enterprises in the consumer electronics field, stimulating high-end development in materials [1] - The overall self-sufficiency rate of new chemical materials is approximately 56%, indicating that the industry is entering a period of accelerated development opportunities [1] - The chemical leader ETF tracks a segmented chemical index compiled by China Securities Index Co., which reflects the overall performance of listed companies in the chemical raw materials and products sectors, focusing on various segments of the chemical industry chain [1]