Group 1 - The metal zinc concept increased by 2.12%, ranking 7th among concept sectors, with 29 stocks rising, including Zinc Industry Co. and Luoping Zinc Electric, which hit the daily limit [1] - Notable gainers in the zinc sector included New Weiling, Hongda Co., and Hunan Silver, with increases of 8.26%, 6.25%, and 6.25% respectively [1] - The largest declines were seen in Guocheng Mining, Beijete, and Shengda Resources, with decreases of 2.88%, 2.83%, and 1.78% respectively [1] Group 2 - The metal zinc concept saw a net outflow of 1.063 billion yuan, with 19 stocks experiencing net inflows, and 10 stocks receiving over 50 million yuan in net inflows [2] - Zinc Industry Co. led the net inflow with 251 million yuan, followed by Zhongjin Lingnan, Hebang Biological, and Hongda Co. with net inflows of 219 million yuan, 147 million yuan, and 125 million yuan respectively [2] Group 3 - In terms of net inflow ratios, Zinc Industry Co., Luoping Zinc Electric, and Hebang Biological had the highest ratios at 21.99%, 19.23%, and 15.07% respectively [3] - The trading turnover rate for Zinc Industry Co. was 17.10%, while Luoping Zinc Electric had a turnover rate of 14.09% [4] Group 4 - The top stocks in the metal zinc concept based on net inflow included Zinc Industry Co. with a daily increase of 10.02%, Zhongjin Lingnan with 4.41%, and Hebang Biological with 3.21% [4][5] - Other notable stocks included Hongda Co. with a 6.25% increase and Luoping Zinc Electric with a 9.97% increase [4][5] Group 5 - The largest declines in the metal zinc sector were observed in Guocheng Mining with a decrease of 2.88%, Beijete with a decrease of 2.83%, and Shengda Resources with a decrease of 1.78% [6] - Other stocks with significant declines included Zhejiang Fu Holdings and Yuguang Gold Lead, with decreases of 10.56% and 12.77% respectively [6]

证券之星消息，1月15日农化制品板块较上一交易日上涨2.76%，百傲化学领涨。当日上证指数报收于 4112.6，下跌0.33%。深证成指报收于14306.73，上涨0.41%。农化制品板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600331 | 宏达股份 | 1.56亿 | 9.54% | -6953.19万 | -4.25% | -8641.55万 | -5.29% | | 603077 | 和邦生物 | 1.54亿 | 15.79% | -5291.21万 | -5.42% | -1.01亿 | -10.37% | | 000792 | 盐湖股份 | 1.28 Z | 3.27% | -3706.46万 | -0.95% | -9054.65万 | -2.32% | | 603360 | 百傲化学 | 9457.76万 | 9.48% | -6359.12万 | -6.37% | -309 ...

Group 1 - The chemical sector is leading the market with a significant increase, as evidenced by the chemical ETF (516020) rising by 0.99% [1] - Among the constituent stocks, rubber additives and phosphorus chemicals are showing strong performance, with Tongcheng New Materials hitting the daily limit and Hongda shares increasing by over 5% [1] - The overall trend indicates a positive outlook for the chemical industry, with expectations of a rebound in profitability and valuation in 2026 [3] Group 2 - Major lithium battery manufacturers are initiating large-scale equipment bidding, with reports of hundreds of GWh orders received, indicating a robust demand in the market [2] - It is projected that the new lithium battery production capacity will exceed 1 TWh by 2026, marking a historical high for new orders among equipment manufacturers [2] - The chemical ETF (516020) tracks the CSI sub-industry index, covering key themes such as AI computing power and new energy, with nearly 50% of its holdings in large-cap leading stocks [3]

Group 1 - The chemical sector is leading the market gains, with the basic chemical sector showing the highest increase among 30 CITIC primary industries, reflecting a 0.99% rise in the chemical ETF (516020) [1] - Key stocks in the sector include rubber additives and phosphorus chemicals, with notable performances from Tongcheng New Materials, which hit the daily limit, and Hongda Co., which rose over 5% [1][2] - The overall market sentiment indicates a strong rebound in the chemical sector, driven by significant orders from leading lithium battery manufacturers, with expectations of substantial growth in lithium battery production capacity by 2026 [2][3] Group 2 - Industry analysts predict that the chemical industry's profitability is likely to recover in 2026 after experiencing a downturn in 2025, with a new phase of supply-demand rebalancing beginning [3] - The chemical ETF (516020) tracks the CSI segmented chemical industry theme index, with nearly 50% of its holdings concentrated in large-cap leading stocks, providing investors with opportunities to capitalize on the sector's rebound [3] - The ETF includes exposure to various themes such as AI computing, anti-involution policies, and new energy, which are expected to drive growth in the chemical sector [3]

Group 1 - The chemical sector is leading the market with the basic chemical sector showing the highest increase among 30 CITIC primary industries, with the chemical ETF (516020) rising by 0.99% [1][5][12] - Key stocks in the sector include rubber additives and phosphate chemicals, with notable gains from Tongcheng New Materials hitting the daily limit, and Hongda Co., Ltd. increasing by over 5% [1][6][12] - The chemical ETF (516020) tracks the CSI sub-industry theme index, with nearly 50% of its holdings concentrated in large-cap leading stocks such as Wanhua Chemical and Salt Lake Industry, while the other 50% covers leading stocks in phosphate, fluorine, and nitrogen sectors [3][9] Group 2 - Major lithium battery manufacturers are starting large-scale equipment bidding, with some equipment manufacturers reporting hundreds of GWh in orders, and the market expects further orders of similar scale [8][9] - It is estimated that new lithium battery production capacity will exceed 1 TWh by 2026, with most lithium equipment manufacturers expected to achieve record high new orders in 2026 [8][9] - The chemical industry is at a new starting point of supply-demand rebalancing, with policies aimed at "anti-involution" and "stabilizing growth" expected to help the economy recover and confirm the bottom of corporate profits [8][9]

化工板块午后延续强势，反映化工板块整体走势的化工ETF（516020）持续红盘震荡，截至发稿，场内价格涨0.77%。 成份股方面，磷化工、橡胶助剂、锂电等板块部分个股涨幅居前。截至发稿，彤程新材涨停，宏达股份大涨超4%，广东宏大、博源化工跟涨超3%。 | | | 分时 多日 1分 5分 15分 30分 60分 日 | | 周月 = | | F9 | 盘前盘后 叠加 九转 画线 | | T具 @ > | 4. LETE O | | | 51602 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.930 | | | | | 516020[化工ETF] 13:42 价 0.915 涨跌 0.007(0.77%) 均价 0.921 成交量 2992 IOPV 0.9152 | | | | 202 ... | | | | +0.007 +0.779 | | | | | | | | | | | | SSE CNY 13:42:18 交易中 | | | 8 / 8 | | 0.919 | ...

Group 1 - The chemical sector continues to show strength, with the Chemical ETF (516020) experiencing a price increase of 0.77% as of the latest update [1][9] - Key stocks in the sector include Tongcheng New Materials, which hit the daily limit, and Hongda Co., which rose over 4%, along with Guangdong Hongda and Boyuan Chemical, both up over 3% [1][9] - The Chemical ETF has seen significant net inflows, with over 3.1 billion yuan in net subscriptions in the last five trading days and a total of over 6.3 billion yuan in the last ten days [2][11] Group 2 - The Chemical ETF's underlying index has shown a cumulative increase of 46.38% since the beginning of 2025, outperforming major indices such as the Shanghai Composite Index (23.1%) and the CSI 300 Index (20.51%) [2][12] - The basic chemical sector has received a net inflow of over 134 billion yuan in a single day, leading among 30 sectors tracked by CITIC [4][11] - Historical performance of the detailed chemical index shows fluctuations, with a notable increase of 41.09% in 2025, following declines in previous years [5][12] Group 3 - The Chemical ETF (516020) tracks the CSI Sub-Industry Chemical Theme Index, with nearly 50% of its holdings in large-cap leading stocks, including Wanhua Chemical and Salt Lake Co., allowing investors to capitalize on strong market trends [6][14] - The ETF also includes exposure to various sub-sectors such as phosphate fertilizers, fluorine chemicals, and nitrogen fertilizers, providing a comprehensive investment opportunity in the chemical sector [6][14] - Investors can also access the chemical sector through the Chemical ETF linked funds (Class A 012537/Class C 012538) [6][14]

Core Viewpoint - The chemical ETF Tianhong (159133) has seen significant inflows and performance, reflecting a positive outlook for the chemical industry as it undergoes structural changes and optimization [2][3]. Group 1: ETF Performance - As of January 14, the chemical ETF Tianhong (159133) reached a new high with a total size of 843 million yuan and 735 million shares outstanding [2]. - The ETF has experienced continuous net inflows over the past 11 days, accumulating a total of 233 million yuan [2]. Group 2: Industry Trends - The Ministry of Finance announced the cancellation of the 13% export tax rebate on PVC powder starting April 1, 2026, which is expected to increase export costs by approximately 75 USD per ton. This may lead to a short-term surge in exports and a long-term shift towards high-value products and overseas capacity [2]. - The chemical industry is currently at a historical low point, with a shift from capacity expansion to optimization driven by "anti-involution" policies. Key sectors such as coal chemical, organic silicon, and pesticides are expected to see a supply-demand reversal [3]. Group 3: Investment Opportunities - Leading companies in the chemical sector are anticipated to benefit from the ongoing exit of low-efficiency capacity and the transition to high-value products, with potential profit recovery expected [3]. - Sub-industries with resource attributes or technical barriers, such as phosphorus chemicals and refrigerants, may present opportunities for value reassessment [3].

Group 1 - The zinc sector has experienced a significant upward movement, with Zinc Industry Co., Ltd. hitting the daily limit increase [1] - Other companies in the sector, such as Hongda Co., Ltd., Luoping Zinc Electric, New Weiling, Shengda Resources, and Jinhui Co., Ltd., have also seen notable increases in their stock prices [1]

（文章来源：证券日报） 证券日报网讯 1月13日，宏达股份在互动平台回答投资者提问时表示，目前多龙铜矿采矿权申请已报送 西藏自治区自然资源厅审批，多龙公司正在全力推进采矿权办理，多龙公司及其股东方与自治区及属地 各级主管部门持续保持高效沟通，正常推进各项证照办理工作，力争尽快取得采矿权证。关于40个工作 日审批时限，因矿业权审批涉及多个专业核查环节，实际进度以审批部门办理情况为准。采矿证最终取 得时间，将以有关部门审批办结并出具正式证照的时间为准。 ...