Fullgoal 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

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)

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

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 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)

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

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

细分化工

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516120

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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

E Fund CSI Petrochemical Industry ETF

Hwabao WP CSI Subdivision Chemical Industry Theme ETF

Penghua 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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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

Guotai CSI Subdivision Chemical Industry Theme 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

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Middle East geopolitical conflicts continue to escalate, with Iran and Saudi Arabia, two major petrochemical producing regions, being attacked on the same day, severely impacting global petrochemical supply. As a result, futures for chemical products such as ethylene glycol surged to their daily limit, and A-share chemical sectors experienced a strong rally, leading to a wave of daily limit surges. Coupled with price increases by global chemical companies and policy catalysts for domestic equipment upgrades, multiple factors are jointly boosting the sector's heat

Tianhong CSI Chemicals Sub-industry ETF

Harvest CSI Chemicals Sub-industry ETF

DEZHAN HEALTHCARE

Middle East Tensions Continue to Disrupt, Chemical Sector Sees Another Surge of Daily Limit Rises

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CNI Oil & Gas, CSI Petrochemical Industry, and CSI Chemicals Sub-industry indices each have different focuses. CNI Oil & Gas concentrates on the oil and gas sector, with a high concentration of constituent stocks, making it suitable for investors optimistic about rising oil prices; the Petrochemical Industry covers both oil and gas and chemicals, with a more balanced distribution of constituent stocks; the Chemicals Sub-industry focuses on chemical products, with a low concentration of constituent stocks. Investors can choose the corresponding index based on their needs, and the management fee for related ETFs is 0.15% per year, offering a cost advantage

腾讯新闻 - 财经

Invesco Great Wall CNI Oil&Gas ETF

GF Fund CNI Oil&Gas ETF

Guotai CSI Oil & Gas Industry ETF

China Merchants CNI Oil&Gas ETF

Fullgoal S&P Oil & Gas Exploration & Production Select Industry ETF(QDII)

Penghua CNI Oil&Gas ETF

ChinaAMC CSI Petrochemical Industry ETF

CNI Oil&Gas

What are the differences between CNI Oil & Gas, Petrochemical Industry, and Subdivision Chemicals indices?

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On March 30th, the chemical sector was active, with coal chemical and pesticide directions leading the gains, and LZCIC hitting the daily limit. Key chemical product prices rose significantly, with methanol prices increasing by about 38.9% compared to the end of February, and bromine rising by over 50%. The PTA market price rose by 160 to 6730 on March 27th due to rising costs. The phenol market price reached a new high, and the market outlook for April is optimistic. Bank of China Securities forecasts that by 2026, industry expansion will be nearing its end, and traditional chemical leaders are expected to see performance improvements. In the short term, attention should be paid to the impact of geopolitical conflicts on crude oil and petrochemical products

LZCIC

The prices of key chemical products have risen significantly, the chemical sector has been repeatedly active, and the coal chemical direction leads the rise

The chemical ETF rose by more than 2.3%, and the separator industry has entered a new round of price increases. The price of 7μm wet separators has been raised by 1.18% to 0.86 yuan/square meter, as the industry enters its peak season, enhancing companies' bargaining power. Market inventory is at a historical low, and prices are expected to rise further. The growth rate of supply is slowing down, and it is anticipated that subsequent capacity will be released in an orderly manner, providing significant room for price increases. The CSI Subdivision Chemical Industry Theme Index rose by 2.46%, with constituent stocks generally increasing

Chemical ETF rises over 2.3%, separator initiates a new round of price increases

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The chemical sector continues to rise, with two major core changes in the VC and lithium battery industries recently: first, Fushine announced its Q1 2026 performance forecast, indicating a profit of 40,000 to 50,000 yuan per ton for VC, with a high degree of performance realization; second, Suzhou Huayi and Huasheng Lithium Battery will undergo large-scale production halts for maintenance, affecting capacity by approximately 20,000 to 25,000 tons, which is expected to exert upward pressure on VC prices. The chemical ETF rose by 2%, and the CSI Subdivision Chemical Industry Theme Index surged by 1.45%

Fushine

Lithium battery materials lead the rise, driving chemical ETFs up by 2%. There are two key recent changes in the VC and lithium battery industry

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Recently, the chemical sector has experienced a significant pullback due to escalating conflicts in the Middle East and rising oil prices. Since mid-February, the petrochemical industry index has risen in tandem with oil prices, but as Brent crude oil prices surpassed $100 per barrel, the chemical sector began to fluctuate and decline. Concerns about a potential economic recession caused by high oil prices, profit-taking, and the long-term implications of sustained high oil prices have prompted investors to seek safety, leading to adjustments in the chemical industry. Looking ahead, investors need to pay attention to oil price trends and their impact on the chemical sector

CNOOC

Yinhua CSI Oil & Gas Resources ETF

China Universal CSI Oil & Gas Resources ETF

ISHRS S&P Glb Engy

HSPC

PETROCHINA

Bosera CSI Oil & Gas Resources Index ETF

SPDR O&G Ex & Prd

VanEck Oil Services ETF

Pro Ultr Bloomberg Crude Oil

VanEck Oil Refiners ETF

Sinopec Corp.

SINOPEC CORP

First Trust North American Energy Infra Fd

SPDR O&G Equip

SPDR Energy Select

iShares US Oil Equip & Svcs

SINOPEC SSC

Us Brent Oil

United States Oil Fund LP

iShares US Oil & Gas Expl & Prod

ZPEC

BP p.l.c.

Occidental Petroleum

VG Energy

Why has the chemical industry adjusted recently, and what is the outlook for the future?

The chemical ETF saw a net subscription of nearly 200 million shares during the trading session, with the chemical sector experiencing a significant rise and continuous inflow of funds. Institutional analysis indicates that sub-sectors such as refining, long filaments, TDI, and vitamins are facing opportunities for price increases and supply constraints. It is expected that downstream inventory will be nearly depleted by the end of March, and the production and sales of long filaments are likely to improve. The chemical ETF rose by 1.30%, with the latest price reported at 0.86 yuan, closely tracking the CSI Subdivision Chemical Industry Theme Index. The top ten weighted stocks account for a total of 45.18%

The chemical ETF saw a net subscription of nearly 200 million shares during the trading session, emphasizing the opportunities from price increases in multiple sub-sectors and supply constraints

The chemical ETF rose nearly 1%, and China National Chemical is expected to stabilize global supply. Influenced by news of negotiations between the United States and Iran, market sentiment improved, leading to a rebound in chemical stocks. Institutional analysis suggests that the Middle East conflict is only a short-term fluctuation, and the profitability of the chemical industry is expected to reach new highs in the future. The chemical ETF closely tracks the CSI Subdivision Chemical Industry Theme Index, with the latest price reported at 0.84 yuan

Chemical ETFs rose nearly 1%, and China National Chemical Corporation is expected to stabilize global supply. Institutions say there may be a violent rebound after the passionate sell-off

Fullgoal CSI Subdivision Chemical Industry Theme ETF(516120.SH)

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

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

Middle East Tensions Continue to Disrupt, Chemical Sector Sees Another Surge of Daily Limit Rises

What are the differences between CNI Oil & Gas, Petrochemical Industry, and Subdivision Chemicals indices?

The prices of key chemical products have risen significantly, the chemical sector has been repeatedly active, and the coal chemical direction leads the rise