--- title: "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" type: "News" locale: "en" url: "https://longbridge.com/en/news/280275997.md" description: "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" datetime: "2026-03-24T07:44:08.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280275997.md) - [en](https://longbridge.com/en/news/280275997.md) - [zh-HK](https://longbridge.com/zh-HK/news/280275997.md) --- # 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 Chemicals rebounded strongly today. In terms of news, on the evening of the 23rd, the United States unilaterally signaled a five-day pause in strikes while negotiating with Iran, which was subsequently denied by Iran. Meanwhile, there were signals of mediation from the Middle East, Egypt, and India. The latest news on the 24th revealed that two U.S. officials stated that thousands of U.S. Marines plan to arrive in the Middle East on the 27th. The U.S. Department of Defense is considering deploying the Army's 82nd Airborne Division's "rapid reaction force" to support U.S. operations in Iran. The upward trend in oil prices has temporarily slowed, easing concerns about stagflation and severe economic recession, leading to improved market sentiment, with previously undervalued chemical stocks rising significantly. Institutions pointed out that the conflict in the Middle East is just a setback in this epic cycle of the chemical industry. During the 14th Five-Year Plan period, efforts will be made to promote carbon peaking, and restrictions on high-energy-consuming products may be gradually introduced, clearly signaling a deep rectification of "involution" competition. The turning point for the chemical industry is gradually becoming clear, and future cycle profits are expected to reach new highs. Coupled with the intensification of geopolitical conflicts and the rising central price of oil, overseas energy costs have significantly increased. China's coal chemical industry and low-cost large-scale refining will become scarce assets, and Chinese chemicals are expected to stabilize global supply. After a passionate sell-off, there will inevitably be a violent rebound, and we are fully and firmly optimistic about the dual rise in profitability and valuation of the entire Chinese chemical sector. As of March 24, 2026, at 15:00, the CSI Subdivision Chemical Industry Theme Index (000813) rose strongly by 1.02%. Component stocks such as Zangge Mining rose by 7.50%, Hongda Co., Ltd. rose by 5.57%, Salt Lake Co., Ltd. rose by 5.29%, and stocks like Bluestar Technology and Tongkun Co., Ltd. also followed suit. The Chemical ETF (159870) rose by 0.96%, with the latest price reported at 0.84 yuan. The Chemical ETF closely tracks the CSI Subdivision Chemical Industry Theme Index. The CSI Subdivision Industry Theme Index series consists of seven indices, including subdivided non-ferrous and subdivided machinery, selecting larger and more liquid listed company securities from related sub-industries as index samples to reflect the overall performance of listed company securities in the relevant sub-industries. Data shows that as of February 27, 2026, the top ten weighted stocks in the CSI Subdivision Chemical Industry Theme Index (000813) are Wanhua Chemical, Salt Lake Co., Ltd., Zangge Mining, Tianci Materials, Hualu Hengsheng, Yuntianhua, Juhua Co., Ltd., Hengli Petrochemical, Baofeng Energy, and Rongsheng Petrochemical, with the top ten weighted stocks accounting for a total of 45.18%. 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