Hwabao WP 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)

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

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)

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

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)

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

Rise in First Quarter's Main Macroeconomic Indicators, Optimistic Outlook for Chemical Industry

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 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)

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 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)

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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

Penghua 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

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

TA’ZIZ has announced long-term agreements valued at $28.5 billion to enhance the UAE's chemicals ecosystem. These agreements, ranging from five to 25 years, involve partnerships with major companies for the supply of methanol, PVC, EDC, VCM, caustic soda, salt, and natural gas. The agreements aim to secure global offtake and local feedstocks, reinforcing TA’ZIZ's role in building a fully integrated chemicals ecosystem. CEO Mashal Saoud Al-Kindi emphasized the significance of these deals in achieving industrial self-sufficiency and creating economic value in the UAE.

Zawya

Mitsubishi Corporation

Mitsui & Co.,Ltd

Mitsui & Co.

MITSUBISHI CORP UNSPONS ADS REP 1 ORD SHS

ZAWYA: TA’ZIZ announces agreements valued at $28.5bln at Make it in the Emirates to expand UAE’s chemicals ecosystem

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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

Guotai CSI Oil & Gas Industry ETF

China Universal CSI Oil & Gas Resources ETF

Yinhua CSI Oil & Gas Resources ETF

Bosera CSI Oil & Gas Resources Index ETF

UBS Group AG

SINOPEC CORP

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

细分化工

516120

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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The global tight supply of crude oil has led to a rise in butadiene prices to a nine-year high, affecting downstream industries such as disposable gloves. Due to increased raw material costs, the price of nitrile gloves has risen to USD 28 to 30 per box in the Chinese market. Despite the rise in raw material prices, the demand for nitrile gloves has not yet been affected, and production companies stated that they will continue to monitor market dynamics

腾讯新闻 - 财经

Occidental Petroleum

PETROCHINA

INTCO

BLUE SAIL MEDICAL

iShares US Oil & Gas Expl & Prod

ISHRS S&P Glb Engy

Pro Ultr Bloomberg Crude Oil

SPDR Energy Select

iShares US Oil Equip & Svcs

VanEck Oil Services ETF

VanEck Oil Refiners ETF

SPDR O&G Equip

Us Brent Oil

United States Oil Fund LP

VG Energy

SPDR O&G Ex & Prd

The rise in oil prices has pushed butadiene prices to a nine-year high, and the once inconspicuous disposable gloves have quietly increased in price

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Year-to-date, industry-themed ETFs in sectors such as grid equipment, chemicals, semiconductor materials and equipment, and non-ferrous metals have recorded significant net capital inflows of RMB 24.5 billion, RMB 21.795 billion, RMB 19.2 billion, and RMB 8.288 billion, respectively. Some sub-sectors have benefited from the drive of artificial intelligence, becoming key choices for capital allocation

E Fund Artificial Intelligence ETF

China Universal CSI Subdivision Non-Ferrous Metal Industry Theme ETF

ChinaAMC CSI Grid Equipment Thematic ETF

Guotai Hang Seng China A Power Grid Equipment ETF

Ping An CSI Artificial Intelligence ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Hwabao WP CSI Non-ferrous Metal ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

ChinaAMC CSI Artificial Intelligence ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Multiple Sub-sector ETFs Achieve Significant Net Inflows Year-to-Date

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

BP p.l.c.

HSPC

Penghua CNI Oil&Gas ETF

Chemical Industry Performance Divergence Intensifies, Leading Companies Shine

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CNGR Co., Ltd.; announced on Wednesday that driven by strong demand for battery materials, it expects net profit in the first quarter to reach between 530 million yuan and 590 million yuan, a year-on-year increase of 72% to 92%. The company's battery material sales approached 130,000 tons, benefiting from rising nickel prices. On Thursday, CNGR's Hong Kong stock rose 0.4% to HKD 36.5, while its A-shares increased by 1.4% to 51.2 yuan, 7.4% higher than the listing price in November last year

BambooWorks

CNGR

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

News: Demand for battery materials increases, CNGR's profit surges in the first quarter

Hwabao WP CSI Subdivision Chemical Industry Theme ETF(516020.SH)

Jiangsu Lopal Completes Connected Capital Increase in Subsidiary Changzhou Liyuan

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

ZAWYA: TA’ZIZ announces agreements valued at $28.5bln at Make it in the Emirates to expand UAE’s chemicals ecosystem

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

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