若想布局化工板块，投资者可考虑关注化工50ETF（516120）及其联接基金（A类020273/C类 020274），紧密跟踪中证细分化工产业主题指数（000813.CSI），重点覆盖化学制品、农化制品、化学 原料及炼化贸易等顺周期领域。化工50ETF（516120）当前最新规模近64亿元，年内增长近47亿元，资 金青睐可见一斑。 （文章来源：每日经济新闻） 今日盘间，化工板块出现异动，化工股表现强势。化工50ETF（516120）一度上涨3.23%，最新涨幅为 2.52%。标的指数成分股中，和邦生物、浙江龙盛10CM封板涨停，卫星化学涨超9%，华峰化学涨超 7%，8成个股飘红，带动指数整体上行。 消息面上，部分化学品涨价成为驱动化工板块上涨的关键动力。研究机构指出，伴随着下游需求的增 长，产品量价齐升之际，化工行业龙头与细分化工领域佼佼者率先报喜。根据上市公司2025年度业绩预 告，化工板块"春意"渐浓，多家龙头化工企业的扭亏、预增公告，预告着行业基本面的回暖，盈利回升 趋势明显，为板块估值修复提供了坚实支撑。 ...

1月22日（本周四），A股三大股指涨跌互现。在市场震荡波动的态势下，股票ETF资金选择"落地为安"，单日净流出达633.12亿元。 当日行业主题ETF和商品ETF备受资金青睐，半导体、石化化工、有色金属、黄金、医药等相关ETF均获大举加仓，而沪深300ETF、中证1000ETF等宽基 ETF净流出居前。 行业主题ETF获大举加仓 Wind数据显示，截至1月22日，全市场1314只股票ETF（含跨境ETF）总规模达4.62万亿元。若按照区间成交均价测算，1月22日股票ETF整体净流出资金 为633.12亿元，选择"落地为安"。 此外，电网设备、有色金属、黄金、医药等板块的资金净流入情况也相对靠前。从单只产品看，华夏基金旗下电网设备ETF单日净流入达8.66亿元。 另从近5日角度观测，近期资金流入电网设备指数超79亿元。 从头部机构情况看，易方达基金旗下ETF最新规模为7590.4亿元，昨日规模减少161.8亿元，其中净流出179.8亿元，净值增加18亿元。2026年以来规模减 少826.6亿元，其中净流出1152.6亿元，净值增加326亿元。 从单只产品看，易方达基金旗下黄金ETF易方达净流入2.6亿元，医药E ...

1月22日（本周四），A股三大股指涨跌互现。在市场震荡波动的态势下，股票ETF资金选择"落地为安"，单日净流出达633.12亿元。 当日行业主题ETF和商品ETF备受资金青睐，半导体、石化化工、有色金属、黄金、医药等相关ETF均获大举加仓，而沪深300ETF、中证1000ETF等宽基 ETF净流出居前。 行业主题ETF获大举加仓 Wind数据显示，截至1月22日，全市场1314只股票ETF（含跨境ETF）总规模达4.62万亿元。若按照区间成交均价测算，1月22日股票ETF整体净流出资金 为633.12亿元，选择"落地为安"。 从大类型来看，上一交易日行业主题ETF与商品ETF净流入居前，分别达120.35亿元与19.95亿元。 半导体板块资金净流入情况最为显著。1月22日，半导体板块净流入达38.6亿元。从单只产品看，嘉实基金旗下科创芯片ETF净流入达9.31亿元，位居前 列。 化工板块资金净流入情况同样显著。1月22日，化工相关指数净流入达29.67亿元。其中，鹏华基金旗下化工ETF单日净流入达13.63亿元。富国基金旗下化 工50ETF单日净流入9.16亿元。 从头部机构情况看，易方达基金旗下ETF最新规 ...

Core Viewpoint - The chemical industry is experiencing price increases and production adjustments, driven by global giants and domestic market dynamics, indicating potential investment opportunities in leading companies and sectors within the industry [4][5][6]. Group 1: ETF Performance - Several chemical ETFs have shown positive daily and year-to-date performance, with the highest daily increase of 1.98% for the E Fund Chemical Industry ETF and a year-to-date increase of 9.60% for the Jiashi Chemical ETF [2]. Group 2: Market Trends - The chemical ETFs track the CSI Sub-Industry Chemical Theme Index, with nearly 50% of their holdings concentrated in large-cap leading stocks such as Wanhua Chemical and Salt Lake Potash, benefiting from strong market trends [4]. - Recent price increases in key chemical products include a 7.9% weekly rise in epoxy propane and a general upward trend in organic silicon intermediates, reflecting a positive market sentiment [4]. Group 3: Production Adjustments - Domestic polyester filament factories have reduced production by 6% starting January 14, leading to a cumulative reduction of 15%, driven by high raw material costs and seasonal demand patterns [5]. - The reduction in production is expected to help deplete inventories, potentially enhancing profitability for leading companies during the upcoming peak season [5]. Group 4: Industry Outlook - According to Huatai Securities, the chemical industry is facing a challenging period with weak demand and supply-side pressures, predicting a profitability low point for bulk chemicals in the second half of 2025 [6]. - The industry is currently at a turning point regarding capacity and inventory cycles, with expectations of recovery in demand by 2026, which may lead to an upward trend in profitability [6]. - Investment opportunities are suggested in sectors such as glyphosate, fertilizers, import substitution, domestic demand, and high-dividend assets, despite the overall weak performance in the industry [6].

今日盘中，化工板块表现强势，化工50ETF（516120）涨幅一度达2.88%，截至发稿上涨2.56%。标的指 数成分股中，昊华科技10CM涨停，恒力石化、鲁西化工、东方盛虹、亚钾国际、华峰化学等多只个股 涨幅均超过5%，带动指数整体上行。 研究机构指出，大宗化学品正迎来产能与库存周期的双重拐点。随着2026年国内外需求逐步恢复，行业 有望进入上行通道。同时，中国化学品全球销量占比已过半，未来企业资本开支强度预计较过去十年显 著下降，股息支付率有望提升，行业盈利修复逻辑持续强化。 当前化工行业处于"产能出清+需求预期改善"的关键阶段，叠加"十五五"稳增长政策预期，板块配置价 值凸显。投资者可考虑关注化工50ETF（516120），紧密跟踪中证细分化工产业主题指数 （000813.CSI），重点覆盖化学制品、农化制品、化学原料及炼化贸易等顺周期领域。 （文章来源：每日经济新闻） ...

Group 1 - The chemical sector ETFs have shown positive performance, with the top performers being the Chemical Industry ETF by E Fund, which increased by 3.31% on the day and 6.85% year-to-date, and the Chemical ETF by Penghua, which rose by 3.14% and 7.52% respectively [2] - In the past 10 trading days, significant net inflows were observed in the chemical sector, totaling 45.71 billion yuan for the Chemical ETF and 15.23 billion yuan for the Chemical 50 ETF [4][6] - The Chemical ETF tracks the CSI Sub-Industry Chemical Theme Index, with nearly 50% of its holdings concentrated in large-cap leading stocks, including Wanhua Chemical and Salt Lake Industry, while the remaining 50% is diversified across various sub-sectors [8] Group 2 - The chemical industry is expected to experience a recovery in profitability by 2026, following a period of bottoming out in earnings and valuations, with supply-demand rebalancing as a new starting point [8] - According to Tianfeng Securities, the chemical industry is entering a phase of capacity release, with a potential reversal in supply-demand dynamics expected by 2026 [8] - Huatai Securities indicates that the chemical raw materials and products sector is at a turning point, transitioning from active destocking to passive restocking, with a recovery in domestic and international demand anticipated in 2026 [9]

2026年1月7日，化工50ETF（516120.SH）收跌0.43%，主力资金（单笔成交额100万元以上）净流出 2578.41万元，居可比基金第一。（数据来源：Wind） 与此同时，该基金最新成交量为2.78亿份，最新成交额达2.62亿元，当日主力资金净流出成交额占比达 9.86%。 化工50ETF（516120.SH），场外联接(A类：020273；C类：020274）。 拉长时间看，该基金近6天主力资金加速流出，合计流出4635.57万元，居可比基金第一。（数据来源： Wind） ...

与此同时，该基金最新成交量为8077.69万份，最新成交额跌破8000.00万元，全市场排名较上一交易日 后退258位。 2025年12月29日，化工50ETF（516120.SH）收跌0.68%，主力资金（单笔成交额100万元以上）净流出 763.99万元，居可比基金前2。（数据来源：Wind） 化工50ETF（516120.SH），场外联接(A类：020273；C类：020274）。 ...

Group 1 - The three major indices rose significantly, with the Shanghai Composite Index increasing by over 1% and the ChiNext Index rising by more than 2.5%, leading to nearly 2,500 stocks in the market experiencing gains [1] - Sectors such as lithium mining, lithium battery electrolytes, and rare metals saw the highest increases, indicating strong market interest in these areas [1] - The Chemical 50 ETF (516120) rose by 3.53% in the afternoon session, with a cumulative increase of over 46% since April 8, 2023, and over 92% of its constituent stocks reported gains [1] Group 2 - Key stocks in the Chemical 50 ETF include Wanhu Chemical, Salt Lake Shares, and Tianqi Lithium, which have shown significant price increases, with Salt Lake Shares rising over 8% and Tianqi Materials over 7% [1] - The chemical industry is expected to enter a recovery phase, driven by global supply dynamics and AI demand, with specific growth anticipated in electronic chemicals and new energy materials due to technological advancements and policy support [1] - The Chemical 50 ETF closely tracks a comprehensive chemical index that includes leading stocks across various sub-sectors, providing investors with a means to access the overall opportunities in the chemical sector [2]

ETF Industry News - The three major indices showed mixed performance, with the chemical sector ETFs leading the gains. The Shanghai Composite Index rose by 0.29%, while the Shenzhen Component Index and the ChiNext Index fell by 0.25% and 0.44%, respectively. Notable gains were seen in chemical industry ETFs, with the Chemical Industry ETF (516570.SH) up by 1.72%, the Chemical 50 ETF (516120.SH) up by 1.40%, and the Chemical Leaders ETF (516220.SH) up by 1.37% [1][4]. Southbound Capital and Hong Kong Stocks - Southbound capital has been actively buying Hong Kong stocks, with a cumulative net purchase of HKD 1.38 trillion this year, marking a record high. This influx of capital has led to a valuation recovery in Hong Kong assets, with the Hang Seng Index up nearly 30% year-to-date and the Hang Seng Tech Index up over 25%. Analysts suggest that the attractiveness of Hong Kong market valuations is becoming evident, as reflected in the increasing ETF fund flows, which indicate a positive buying sentiment towards Hong Kong stocks [2]. Growth of Billion-Yuan ETFs - The number of billion-yuan ETFs has reached a new high of 119. Among the newly added billion-yuan ETFs, bond ETFs are the most prominent, including products like the Taikang Sci-Tech Bond ETF and the ICBC Sci-Tech Bond ETF. The total market size of ETFs is currently at CNY 5.69 trillion, with 1,368 funds, and the scale of billion-yuan ETFs accounts for 75% of the total ETF market size, amounting to CNY 4.28 trillion [3]. Market Overview - The overall performance of ETFs was analyzed based on their scale and price changes. Commodity ETFs showed the best performance with an average increase of 0.12%, while cross-border ETFs had the worst performance with an average decrease of 0.30% [10]. Top Performing ETFs - The top five performing ETFs today included the Chemical Industry ETF (516570.SH) with a return of 1.72%, the Sci-Tech New Energy ETF (588830.SH) with 1.60%, and the EasyOne Sci-Tech New Energy ETF (589960.SH) with 1.42% [13]. Trading Volume of ETFs - The top three ETFs by trading volume were the A500 ETF Fund (512050.SH) with a trading volume of CNY 6.1 billion, the CSI A500 ETF (159338.SZ) with CNY 4.5 billion, and the EasyOne A500 ETF (159361.SZ) with CNY 4.1 billion [16].