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].

Core Viewpoint - The company is establishing a joint venture, Hunan Guoke Hongguan Technology Co., Ltd., in the first half of 2025, focusing on the research, production, and sales of high-precision, low-cost laser gyroscopes and related products [1] Group 1 - The company is committed to transforming towards defense equipment while maintaining its existing business [1] - The establishment of the joint venture aims to enhance the company's defense equipment business and improve its core competitiveness [1] - The company is focused on extending and perfecting its defense equipment business supply chain [1]

证券日报网讯1月13日，广东宏大（002683）在互动平台回答投资者提问时表示，公司始终坚信科技创 新是驱动发展的核心动力，并对太空计算等前沿领域的长期战略价值保持关注。未来业务布局方面，公 司将继续聚焦主业，严格遵循审慎评估、风险可控原则有序推进。 ...

Core Viewpoint - The company is actively responding to the industry's development trends and requirements for smart mining, emphasizing innovation as a key driver for progress in this area [1] Group 1: Company Initiatives - The company is committed to advancing smart mining construction in alignment with national and industry policies [1] - The company aims to continuously enhance its fundamental safety levels while improving operational efficiency [1]

广东宏大(002683)1月13日在互动平台表示，宏大卫星目前在轨卫星10颗，未来计划完成整个星座组网 建设，形成覆盖全球的实时监测探测能力，高水平服务保障智慧海洋、环境监测、国防安全等重点领 域。 ...