对中国而言，这既是时代赋予的机遇，更是企业出海、产业升级与投资布局的历史性窗口。 2026年开年以来，A股市场表现强劲。一边是AI赛道全面开花，另一边是商业航天火出圈，这波行情你跟上了吗？2026年投资有哪些重点方向？ 近期，"跨越·新程——天弘基金2026年度投资策略会"在北京举办，天弘基金副总经理聂挺进在主题演讲中指出，未来五年的核心投资机遇在于"全球再工 业化"。他认为，这几年与其说是"逆全球化"，不如说是"另一种形式的全球化"。这种全球化比之前更重视产业链安全、供应能力的韧性和服从新的全球 治理，在原有地缘政治格局变化驱动下，全球产业链开始重新解构，从而给各个国家和地区带来再工业化机遇。 时代的浪潮：被重构的全球工业 聂挺进指出，当前全球再工业化由三大因素共同驱动：地缘政治的变迁，促使各国重新审视产业链安全，从"效率优先"转向"安全与效率并重"，产业链 的区域化、近岸化布局成为新常态；以ChatGPT为代表的AI科技革命，正从软算法走向新基建，催生了对算力、电力前所未有的巨量投资；而全球对可 持续发展的共同承诺，则让绿色能源转型从口号变为实实在在的电网改造与新能源建设。 浪潮之下，世界各区域的工业化路 ...

截至2026年1月9日 13:50，化工ETF天弘(159133)盘中换手3.1%，成交2311.49万元。跟踪的中证细分化工产业主题指数(000813) 上涨0.11%，成分股金发科技(600143)上涨9.94%，新宙邦(300037)上涨4.36%，昊华科技(600378)上涨3.24%，光威复材(300699) 上涨2.34%，航锦科技(000818)上涨2.20%。 值得一提的是，化工ETF天弘(159133)盘中获资金净申购已达2500万份。 | | 化工ETF天弘 159133 | ਐ | | --- | --- | --- | | | | A 4 4 | | 实时申购赎回信息 | 申购 | 岐回 | | 筆数 | 5 | O | | 金额 | O | O | | 份额 | 2500万 | O | 拉长时间看，截至1月8日，化工ETF天弘(159133)最新规模达7.46亿元，最新份额达6.53亿份，均创成立以来新高。 中国化工新材料已实现从"跟跑"到"领跑"的转型，高性能工程塑料、电子化学品、碳纤维等关键材料在新能源汽车、半导体等 领域实现规模化替代与出口反超。技术上呈现多学科融合、绿色低碳与 ...

截至2026年1月7日收盘，化工ETF天弘(159133)换手5.12%，成交3602.52万元。跟踪的中证细分化工产业主题指数(000813)下跌 0.54%。成分股方面涨跌互现，彤程新材(603650)领涨10.00%，蓝晓科技(300487)上涨6.02%，浙江龙盛(600352)上涨3.41%。 值得一提的是，化工ETF天弘(159133)全天获资金净申购1500万份。 | | 化工ETF天弘 159133 | ਕੋ | | --- | --- | --- | | | | * Q F | | 实时申购赎回信息 | 申购 | 赎回 | | 笔数 | 3 | 7 | | 金额 | 0 | 0 | | 份额 | 1850万 | 350万 | 拉长时间看，截至1月7日，化工ETF天弘(159133)最新规模达7.18亿元，最新份额达6.22亿份，均创成立以来新高。 从资金净流入方面来看，化工ETF天弘(159133)近6天获得连续资金净流入，合计"吸金"1.04亿元。 【产品亮点】 从成长逻辑看，新能源材料、高性能塑料、生物基化工等新兴领域具备长期成长空间。龙头企业通过加大研发投入、完善产业 链布局，有望在新 ...

截至2026年1月5日收盘，中证A500ETF天弘(159360)换手2.95%，成交5555.01万元。跟踪的中证A500指数(000510)强势上涨 2.14%，成分股乐普医疗(300003)上涨19.99%，蓝色光标(300058)上涨19.97%，汤姆猫(300459)上涨16.34%，中微公司(688012)， 罗博特科(300757)等个股跟涨。 拉长时间看，截至1月5日，中证A500ETF天弘(159360)近8个交易日合计"吸金"8651.13万元。 【产品亮点】 中证A500ETF天弘(159360)助力布局中国核心资产，该ETF跟踪中证A500指数，采取行业均衡配置与龙头优选双策略，融合价 值与成长属性，相比沪深300，超配电力设备新能源、电子、医药生物等新质生产力行业，具备天然的哑铃投资属性。 【相关产品】 中证A500ETF天弘(159360)，对应场外场外联接(A：022428；C：022429；Y：022966)。 【热点事件】 1、资金政策共振发力，沪指时隔34个交易日重返4000点 2026年1月5日，A股新年首个交易日迎来"开门红"，上证指数高开高走，时隔34个交易日再度站上 ...

Group 1 - The chemical sector has rebounded strongly, reaching a historical high after a one-day pullback, with key stocks like Hengyi Petrochemical, Rongsheng Petrochemical, and New Fengming increasing by 7%, 5.99%, and 5.4% respectively [1] - The Tianhong Chemical ETF (159133) saw its underlying index rise by 1.63%, continuing to set historical highs, with a cumulative increase of 12% over the past 10 days [1] - The Tianhong Chemical ETF received a net subscription of 22.5 million units during the day, with a total net inflow of 55.25 million yuan over the last 10 days [1] Group 2 - The National Development and Reform Commission emphasized the importance of balancing supply and demand and optimizing the structure for raw material industries like steel and petrochemicals [1] - By 2026, there is no clear new PX production capacity expected domestically, which may lead to a tight balance in PX supply and demand both domestically and internationally, suggesting sustained high industry prosperity [1] - Integrated refining leaders with PX production capacity are expected to benefit from the macroeconomic stimulus effects of the Federal Reserve's interest rate cuts, which will gradually manifest [1] Group 3 - The Tianhong Chemical ETF tracks a segmented chemical index, with over 93% of its portfolio in three primary industries: basic chemicals, petroleum and petrochemicals, and electric power equipment [1] - The ETF has a full industry chain layout in the chemical sector, selecting 50 constituent stocks that cover both leading companies and quality small and medium enterprises, positioning itself to capture the development dividends of the chemical industry [1][3]

Group 1 - The core viewpoint of the news highlights the performance of the Tianhong Chemical ETF (159133), which saw a turnover of 5.01% and a total transaction volume of 28.9435 million yuan, while the tracked index, the CSI Sub-Industry Chemical Theme Index (000813), declined by 1.08% [1] - The Tianhong Chemical ETF (159133) experienced a net subscription of 18 million shares throughout the day, indicating strong investor interest [1] - As of December 29, the Tianhong Chemical ETF (159133) reached a new high in scale at 595 million yuan and a new high in shares at 547 million, reflecting a significant increase in investor engagement [2] Group 2 - The Tianhong Chemical ETF (159133) tracks a broad index of 50 stocks in the chemical industry, which are characterized by large market capitalization and high liquidity, with over 93% of the index comprising basic chemicals, petroleum and petrochemicals, and electric equipment [2] - The China Synthetic Resin Association issued a proposal to regulate the polyoxymethylene industry, aiming to optimize investment decisions and promote high-quality development in the sector [3] - The polyoxymethylene industry in China is projected to face a significant structural supply-demand imbalance, with an expected production capacity of 151,000 tons per year against a projected demand of only 95,000 tons by 2025, raising concerns about overcapacity and competition [3] Group 3 - Huafu Securities noted that one of the investment themes in the chemical sector is the recovery of the economy and demand, which benefits leading companies significantly [4] - The recovery of major chemical product prices and demand is expected to enhance the competitive edge of leading firms, which have established significant scale advantages and cost efficiencies through ongoing R&D investments [4]

Group 1 - The chemical ETF Tianhong (159133) has reached a new high in trading price for three consecutive days, with a turnover rate of 6.45% and a transaction volume of 35.77 million yuan [1] - The underlying index, the CSI Sub-Industry Chemical Theme Index (000813), has increased by 1.55%, with constituent stocks such as Hengyi Petrochemical (000703) rising by 9.24%, Shengquan Group (605589) by 5.37%, and Luxi Chemical (000830) by 5.24% [1] - The Tianhong chemical ETF has seen significant capital inflow, with a single-day subscription of 21.5 million units, bringing its total size to 563 million yuan, a record high since its inception [1] Group 2 - Lianhong Xinke has successfully launched its 1.3 million tons/year MTO and 200,000 tons/year EVA plants, producing qualified products as of December 10, and its 4,000 tons/year lithium battery additive VC plant on December 22 [2] - The lithium battery electrolyte industry is experiencing accelerated growth due to the continuous increase in the electric vehicle market and the explosive demand for energy storage [2] - According to Everbright Securities, the chemical industry is entering a peak period for new capacity, but the actual peak has passed, leading to a reduction in capital expenditure and an improvement in supply-demand dynamics [2]

Group 1 - The core viewpoint of the articles highlights the recent performance and growth of the chemical ETF Tianhong (159133), which has seen significant trading activity and inflows, indicating investor interest in the chemical sector [1] - As of December 23, 2025, the chemical ETF Tianhong (159133) recorded a turnover of 8.33% with a transaction volume of 45.52 million yuan, and the underlying index, the CSI Sub-Industry Chemical Theme Index (000813), rose by 0.65%, marking five consecutive days of gains [1] - The chemical ETF Tianhong (159133) experienced a notable increase in scale, growing by 50.67 million yuan over the past two weeks and 5.5 million shares in the past week, reflecting strong investor demand [1] Group 2 - Recent price increases in MDI and lithium carbonate have driven a positive outlook for the chemical sector, with global chemical giants raising MDI prices due to supply constraints [2] - The chemical sector has been in a profit bottoming phase for 11 consecutive quarters, with many sub-industries operating at or below breakeven, but expectations for supply-side reforms are rising [2] - Institutions like CICC and Founder Securities suggest focusing on low-valuation leaders and sectors with improving supply-demand dynamics, benefiting from domestic policies aimed at reducing excess capacity [2]

Group 1 - The core viewpoint of the news highlights the significant growth of the Tianhong Chemical ETF (159133), which has seen a substantial increase in both subscription and trading prices, reaching a new high since its listing [1] - As of December 19, the Tianhong Chemical ETF has experienced a week-on-week scale growth of 433.14 million yuan and an increase of 27 million shares, indicating strong investor interest [1] - The underlying index tracked by the Tianhong Chemical ETF focuses on the Chinese chemical industry, covering various sub-sectors such as chemical raw materials and manufacturing, aiming to capture companies with growth potential and innovation capabilities [1] Group 2 - The domestic PTA (Purified Terephthalic Acid) industry is projected to see a year-on-year capacity growth of 6.23% by 2025, driven by the release of new capacity, the exit of outdated facilities, and optimization of existing capacity [2] - A meeting held on October 29 by the Ministry of Industry and Information Technology and industry associations marked a pivotal shift for the PTA industry from "involution competition" to "high-quality development" [2] - According to institutional views, the chemical industry is currently at the bottom of its cycle, with policies aimed at reducing involution and self-regulation expected to lead to a revaluation of undervalued core assets [2]

Group 1 - The core viewpoint of the news highlights the significant growth of the Tianhong Chemical ETF (159133), which reached a record high since its listing, with a turnover of 5.89% and a transaction volume of 31.19 million yuan [1] - The Tianhong Chemical ETF has seen a substantial increase in scale, growing by 31.46 million yuan and an increase of 22.5 million shares over the past week, indicating strong investor interest [1] - The fund has experienced a net inflow of 2.51 million yuan recently, accumulating a total of 18.54 million yuan in the last five trading days, reflecting positive market sentiment towards the chemical sector [1] Group 2 - Wanhua Chemical has expanded its price increase for MDI/TDI products to the Latin American region, driven by supply tightening due to unexpected outages from competitors and domestic capacity maintenance [2] - According to CICC's 2026 outlook, the petrochemical and chemical industry has been in a down cycle for approximately 3.5 years, but with decreasing capital expenditure and the exit of outdated overseas capacity, the industry is expected to enter a low growth phase [2] - The report anticipates that the chemical industry may reach a cyclical turning point due to the accumulation of favorable supply-side factors and rapid growth in demand from sectors like new energy [2]