1月6日，三大指数集体上涨，截至发稿上证综指上涨1.12%，深证成指上涨1.06%，创业板指上涨 0.33%。中证细分化工产业主题指数(000813.CSI)上涨3.79%，该指数成分股中，恒力石化与桐昆股份上 涨超9%，鲁西化工与兴发集团上涨超8%，君正集团上涨近8%。 消息面上，据第一财经，主力资金早间净流入非银金融、有色金属、电子、基础化工等板块。 化工ETF（159870）紧密跟踪中证细分化工产业主题指数(000813.CSI)，该指数从细分化工产业中选取 规模较大、流动性较好的上市公司证券作为指数样本，以反映相关细分化工产业上市公司证券的整体表 现。 （文章来源：21世纪经济报道） 机构认为，2026年石化化工行业供给端加速出清，低效产能持续退出，PX、PTA等细分领域因产能增 长停滞及需求韧性将率先迎来景气修复。 另据机构指出，2026年化工行业将迎来周期复苏与产业升级的双重机遇。化工品底部区间运行已达三 年，美联储进入降息周期，叠加"反内卷"浪潮的助推下，化工品传统需求有望温和复苏。 相关ETF方面，化工ETF（159870）截至发稿上涨4.08%，成交额为8.87亿元，资金流向方面，该ETF上 ...

Group 1: Gold Market - Gold prices are rising due to increased international risk aversion and weak economic data from the US, which showed commercial crude oil inventories at 441.8 million barrels, an increase of 3.5 million barrels, far exceeding market expectations of a decrease of 1.1 million barrels [1] - The market remains optimistic about the long-term outlook for gold, driven by complex global trade finance conditions, potential passive easing of monetary policies, and inflationary pressures [3] Group 2: Oil Market - International oil prices are under significant downward pressure due to concerns that a US-Iran agreement could lead to the return of Iranian oil to the international market, exacerbating supply surplus [2] - OPEC's monthly report has lowered the global daily oil demand growth forecast for 2025 from 1.45 million barrels to 1.3 million barrels, contributing to supply concerns [2] - OPEC+ may accelerate production by 411,000 barrels per day in July, further increasing supply worries [2] Group 3: Commodity Market - Domestic commodity futures market shows mixed results, with PVC recovering above 5000 yuan/ton, and main contracts for alumina and caustic soda also rebounding [2] - SC crude oil main contract fell over 4%, leading the decline in the domestic commodity market, while precious metals also weakened with main contracts for gold and silver dropping over 3% and 2% respectively [2] Group 4: Global Stock Market - Global stock markets performed positively, with the London FTSE 100 index rising by 48.74 points, or 0.57%, led by pharmaceutical stocks [2] - The Tokyo stock market also showed strength, with the Nikkei 225 index increasing by 539.00 points, or 1.43%, surpassing the 38,000-point mark [2]