The chemical sector experiences short-term fluctuations, but price-increase logic and policy support remain in place. Pay attention to layout opportunities in the chemical industry ETF Easyshares (516570).

As of the close, the China Securities Rare Earth Industry Index fell by 2.2%, and the China Securities Petrochemical Industry Index declined by 3.1%. Wind data shows that the ETF for the chemical industry, E Fund (516570, Connect Fund A/C: 020104/020105), has a latest scale of nearly 3 billion yuan, ranking first among ETFs tracking the same index. The product management fee rate is only 0.15% per year, making it one of the lowest in the market.

On the news front, global chemical giants are raising prices. German BASF announced price hikes twice within a week, with prices for coatings additives and plastic additives increasing by up to 25%. International chemical companies like Dow and Covestro are also implementing price adjustments, affecting the entire industry chain. On the policy side, CICC believes that energy consumption dual control has fully shifted to carbon emission dual control, which will impose stronger constraints on the supply side of the chemical industry. The chemical sector is expected to undergo a valuation re-rating.

Daily Economic News