--- title: "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" type: "News" locale: "en" url: "https://longbridge.com/en/news/280409996.md" description: "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%" datetime: "2026-03-25T03:49:13.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280409996.md) - [en](https://longbridge.com/en/news/280409996.md) - [zh-HK](https://longbridge.com/zh-HK/news/280409996.md) --- # 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 In terms of news, the chemical sector surged today, with continuous capital inflow. The chemical ETF (159870) saw a net subscription of 196 million shares during the trading session. Institutions pointed out: 1. Refining: There have been good layout opportunities after previous excessive adjustments. On one hand, the spot prices of Oman oil in the Middle East have not significantly increased further, and on the other hand, foreign factories are gradually shutting down. Many rigid demands, such as fuel, clothing, and plastic downstream products, will see significant price increases, benefiting domestic exports. 2. Filament: Due to significant production cuts initiated by filament companies at the beginning of the year to support prices, downstream procurement before the holiday has mainly been based on rigid demand, and current inventory is not sufficient, mostly around 1 month. As we are currently in the consumption peak season of March and April, it is expected that downstream inventory will be depleted by the end of March, at which point we can expect to see improvements in filament production and sales. 3. TDI: On March 23, BASF announced that starting today or as permitted by contract terms, it will raise the prices of MDI and TDI products in the East Asia region (excluding mainland China) by USD 500 per ton. 4. Vitamin varieties: They have taken the lead in initiating price increases, with current prices for VA at 95-106 CNY/kg and VE at 90-100 CNY/kg, showing an increase of over 50% in the past three months. It is expected that the two major varieties will continue to rise. As of 11:00 on March 25, 2026, the CSI Chemicals Sub-industry Theme Index (000813) rose strongly by 1.20%. Component stocks such as Hengli Petrochemical rose by 5.13%, Rongsheng Petrochemical by 4.56%, and Zhejiang Longsheng by 4.56%, with stocks like Hengyi Petrochemical and Xin Fengming also following suit. The chemical ETF (159870) increased by 1.30%, with the latest price reported at 0.86 CNY. The chemical ETF closely tracks the CSI Chemicals Sub-industry Theme Index. The CSI Sub-industry Theme Index series consists of 7 indices, including sub-divided non-ferrous and sub-divided 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 Chemicals Sub-industry Theme Index (000813) are Wanhua Chemical, Salt Lake Industry, Zangge Mining, Tianci Materials, Hualu Hengsheng, Yuntianhua, Juhua Co., Hengli Petrochemical, Baofeng Energy, and Rongsheng Petrochemical, with the top ten weighted stocks accounting for a total of 45.18%. Chemical ETF (159870), off-market connection (A: 014942; C: 014943; I: 022792) ### Related Stocks - [159133.CN](https://longbridge.com/en/quote/159133.CN.md) - [159870.CN](https://longbridge.com/en/quote/159870.CN.md) - [516120.CN](https://longbridge.com/en/quote/516120.CN.md) - [159129.CN](https://longbridge.com/en/quote/159129.CN.md) - [516220.CN](https://longbridge.com/en/quote/516220.CN.md) - [516020.CN](https://longbridge.com/en/quote/516020.CN.md) ## Related News & Research - [Jiangsu Lopal Tech Adjusts Use of A-Share Proceeds for Investment Projects](https://longbridge.com/en/news/286440737.md) - [This High-Yield REIT Just Hiked Its Dividend By 7.1%. Its Shares Look Compelling Here.](https://longbridge.com/en/news/286976827.md) - [Stock + Option Selling Myth: More Premium Does Not Always Mean a Better Trade](https://longbridge.com/en/news/286649178.md) - [Should You Buy Euronext N.V. (EPA:ENX) For Its Upcoming Dividend?](https://longbridge.com/en/news/287004863.md) - [China's Bio-Thera Gets US Nod for Golimumab Biosimilar](https://longbridge.com/en/news/286880573.md)