Penghua CSI Subdivision Chemical Industry Theme ETF

Asia-pacific Chemical Consulting Will Host the 2nd Coolant and Liquid Cooling Technology Forum

Qinghai Yanhu Industry released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 6.432 B, actual EPS CNY 0.572

ZJJH released FY2026 Q1 earnings on April 28 Pre-Market (BJT), actual revenue CNY 6.018 B, actual EPS CNY 0.434

TINCI released FY2026 Q1 earnings on April 27 During-Market (BJT), actual revenue CNY 6.673 B (forecast CNY 8.365 B), actual EPS CNY 0.81 (forecast CNY 0.5823)

HUALU-HENGSHENG released FY2026 Q1 earnings on April 27 Pre-Market (BJT), actual revenue CNY 8.344 B, actual EPS CNY 0.526 (forecast EPS CNY 0.5746)

YTH released FY2026 Q1 earnings on April 27 During-Market (BJT), actual revenue CNY 11.98 B, actual EPS CNY 0.7816

BAOFENG ENERGY released FY2026 Q1 earnings on April 23 Pre-Market (BJT), actual revenue CNY 13.24 B (forecast CNY 15.02 B), actual EPS CNY 0.5 (forecast CNY 0.4704)

Qinghai Yanhu Industry FY2026 Q1 Earning Release on April 30 During-Market (BJT)

ZJJH FY2026 Q1 Earnings Release on April 29, Pre-Market BJT

ZJJH released FY2025 Annual Earnings on April 22 After-Market (BJT), actual revenue CNY 26.99 B (forecast CNY 28.13 B), actual EPS CNY 1.4 (forecast CNY 1.546)

ZJJH released FY2025 Q4 earnings on April 22 After-Market (BJT), actual revenue CNY 6.597 B, actual EPS CNY 0.1975

TINCI to Release FY2026 Q1 Earnings on April 28 During-Market (BJT), Forecast Revenue CNY 8.365 B, EPS CNY 0.5823

YTH to Release FY2026 Q1 Earnings Report on April 28 During-Market (BJT)

HLSH released FY2026 Q1 earnings on April 21 Pre-Market (BJT), actual revenue CNY 49.21 B (forecast CNY 63.17 B), actual EPS CNY 0.56

HUALU-HENGSHENG to Release FY2026 Q1 Earnings on April 28 Pre-Market (BJT), Forecast EPS CNY 0.5746

KINGFA released FY2026 Q1 earnings on April 20 After-Market (BJT), actual revenue CNY 15.59 B, actual EPS CNY 0.1186

KINGFA released FY2025 Q4 earnings on April 20 After-Market (BJT), actual revenue CNY 15.78 B (forecast CNY 19.29 B), actual EPS CNY 0.033 (forecast CNY 0.0531)

Wanhua released FY2026 Q1 earnings on April 20 After-Market (BJT), actual revenue CNY 54.05 B (forecast CNY 55.35 B), actual EPS CNY 1.19 (forecast CNY 1.91)

KINGFA released FY2025 annual earnings on April 20 After-Market (BJT), actual revenue CNY 65.4 B (forecast CNY 68.7 B), actual EPS CNY 0.4459 (forecast CNY 0.5123)

ZANGGE MINING released FY2026 Q1 earnings on April 17 (BJT), actual revenue CNY 715.63 M, actual EPS CNY 1

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Fluorochemical concept stocks in China's A-share market showed significant activity today. According to Jin10, companies such as Do-Fluoride Chemicals, Jinshi Resources, and Zhongxin Fluorine Materials hit their daily limit. Additionally, Juhua Group, Yonghe Company, and Sanmei Corporation also experienced gains.

CoinLive

Yonghe

ZJJH

Sanmei

ZXFC

STOCKS | Fluorochemical Stocks Surge in China

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Jiangsu Lopal Tech Co. Ltd. has completed a connected capital increase in its subsidiary, Changzhou Liyuan, with a Series B investor. The payment has been made, and registration is pending. Jiangsu Lopal retains a 61.88% stake in Changzhou Liyuan, ensuring control and consolidation of financials. The company operates in the chemical and materials sector and adheres to Hong Kong listing rules, focusing on downstream industrial applications and maintaining a standard governance structure with a mix of directors.

Tip Ranks

E Fund CSI Petrochemical Industry ETF

ChinaAMC CSI Petrochemical Industry ETF

Hwabao WP CSI Subdivision Chemical Industry Theme ETF

Guotai CSI Subdivision Chemical Industry Theme ETF

LOPAL TECH

LOPAL

Jiangsu Lopal Completes Connected Capital Increase in Subsidiary Changzhou Liyuan

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The Maleic Anhydride Market is projected to grow from USD 1.84 billion in 2025 to USD 3.79 billion by 2035, with a CAGR of 7.62%. Key drivers include rising demand for unsaturated polyester resins and applications in construction and automotive sectors. Asia Pacific leads the market, holding 59.6% share in 2025. The n-butane segment is expected to grow fastest at 8.75% CAGR. Major players include Wanhua Chemical Group and Huntsman International. The market is also influenced by the demand for 1,4-butanediol and lubricating oil additives, with Europe being the second-largest market.

prnewswire

wanhua

Hunstman

QIXIANG TENGDA

06:01 ETMaleic Anhydride Market worth $3.79 billion by 2035 - Exclusive Report by MarketsandMarkets™

Ta'ziz, a joint venture between ADNOC and ADQ, has announced $28.5 billion in long-term agreements to enhance the UAE's chemicals ecosystem. CEO Mashal Saoud Al Kindi outlined the phases of developing the Abu Dhabi complex and emphasized the UAE's commitment to building resilience and reducing import dependence, particularly in light of the ongoing Middle East conflict.

UAE's TA'ZIZ on 'future-proofing' & building up long-term resilience in the chemicals ecosystem

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Japan's industrial production fell 0.5% in March, missing the +1.1% forecast, due to disruptions from the closure of the Strait of Hormuz affecting chemical and fuel output. This marks a second consecutive monthly decline, with manufacturers expecting a further 0.7% drop in April before a projected 2.2% rebound in May. The Ministry of Economy, Trade and Industry noted significant decreases in petroleum-based chemicals and fuels, while Japan's inventory levels have so far mitigated the impact on downstream shipments. The situation poses challenges for the Bank of Japan amid a weak yen and rising import costs.

- Japan's industrial production declined by 0.5% in March, failing to meet the forecasted increase of 1.1%, continuing a trend of contraction from February's 2.0% drop.  
- This decrease is mainly attributed to supply chain disruptions from the closure of the Strait of Hormuz, impacting petrochemical output, with polyethylene and polypropylene production falling significantly.  
- Manufacturers anticipate a further decline of 0.7% in April, followed by a recovery of 2.2% in May, indicating ongoing pressure on the economy due to reliance on Middle Eastern oil imports amidst geopolitical tensions.

Investinglive

Guotai CSI Oil & Gas Industry ETF

Bosera CSI Oil & Gas Resources Index ETF

Japan March industrial output falls 0.5% as Hormuz closure hits chemicals and fuels

细分化工

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Since February 28, domestic prices for rubber and plastic materials such as nylon, ABS, and PET have risen sharply, with increases ranging from 20% to 60%. Some products saw price hikes exceeding 10,000 yuan per ton, and certain items were re-priced two to three times a day. Despite industry headwinds, multiple enterprises achieved order growth through stable supply chains

Wallstreetcn

Fullgoal CSI Subdivision Chemical Industry Theme ETF

Rubber and Plastic Material Prices Surge Dramatically, Some Products See Price Adjustments Two to Three Times Daily

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UBS has cut its target price for SINOPEC CORPfrom HKD7.8 to HKD7.1, citing expected pressure on the refining and chemicals businesses in Q2 due to rising crude oil costs. The company reported a 3.9% YoY decline in Q1 revenue to RMB706.7 billion, while net profit rose 28% YoY to RMB17 billion, aided by crude oil inventory gains. UBS also lowered its 2026 earnings forecast by 18% but maintained a Buy rating.

AASTOCKS News

Sinopec Corp.

SINOPEC N2911

SINOPEC N3101

SINOPEC N5101

China Universal CSI Oil & Gas Resources ETF

Yinhua CSI Oil & Gas Resources ETF

UBS Group AG

SINOPEC CORP

UBS Cuts SINOPEC CORP  TP to HKD7.1, Expects Refining and Chemicals Businesses to Face Pressure in 2Q

Wanhua Chemical plans to shut its petrochemical units at Penglai Industrial Park for 30 days of maintenance starting Sunday. The shutdown includes a 900,000 mt/year propane dehydrogenation unit and a 600,000 mt/year propylene oxide unit. The company expects no significant impact on overall production. This maintenance follows the recent resumption of operations at its Yantai PDH unit. Analysts note that many Chinese petrochemical firms may struggle to maintain operations due to sluggish downstream demand and feedstock shortages amid geopolitical tensions.

MorningStar

China's Wanhua Chemical to Shut Penglai Units for Maintenance — OPIS

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Qinghai Yanhu Industry achieved significant performance growth in the first quarter of 2023, with a net profit attributable to the parent company reaching 2.94 billion yuan, close to the peak of the 2022 cycle. The rebound in potassium and lithium prices and the release of new production capacity are the main driving factors. The company's lithium carbonate production and sales both doubled, reaching 19,500 tons and 16,800 tons, respectively. It is expected that by 2025, the revenue proportion of lithium salt products will decrease to 18.8%, but this year's market prices remain high, supporting the recovery of the company's profitability

腾讯新闻 - 财经

Qinghai Yanhu Industry

In the first quarter, both the quantity and price of potassium and lithium increased, and Qinghai Yanhu Industry's profits returned to the high point of the 2022 cycle

Performance divergence in the chemical industry has intensified. As of April 14, 131 out of 164 chemical companies reported profits, with 59 of those profit-making firms posting year-over-year growth in net attributable profit to shareholders. Coal chemical, potash fertilizer, and pesticide sectors stood out, while titanium dioxide, organic silicon, and chlor-alkali sectors continue to face pressure. Geopolitical tensions in the Middle East have disrupted global energy and chemical supply, pushing up oil prices. Coal chemical is favored by the market due to its cost advantages

Penghua CSI Subdivision Chemical Industry Theme ETF(159870.SZ)