--- title: "The Penghua CSI Subdivision Chemical Industry Theme ETF had a net subscription of 21.5 million units during the trading session, with institutions stating that the performance of methionine and vitamins is expected to exceed expectations" type: "News" locale: "en" url: "https://longbridge.com/en/news/281598056.md" description: "The Penghua CSI Subdivision Chemical Industry Theme ETF (159870) saw a net subscription of 21.5 million units during the trading session, with funds flowing into the chemical sector. Institutional analysis indicates that the performance of methionine and vitamins is expected to exceed expectations due to low inventory and rising prices; the dye market has seen weakened demand due to oil price fluctuations, but as downstream inventory decreases, procurement demand is recovering, establishing an upward trend in dye prices. The performance of the constituents of the CSI Subdivision Chemical Industry Theme Index (000813) is differentiated, with the top ten weighted stocks accounting for 46.51%" datetime: "2026-04-03T02:54:10.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281598056.md) - [en](https://longbridge.com/en/news/281598056.md) - [zh-HK](https://longbridge.com/zh-HK/news/281598056.md) --- # The Penghua CSI Subdivision Chemical Industry Theme ETF had a net subscription of 21.5 million units during the trading session, with institutions stating that the performance of methionine and vitamins is expected to exceed expectations Strong capital inflows into the chemical sector, with the Penghua Chemical ETF (159870) seeing a net subscription of 21.5 million shares during the trading session. Institutions pointed out: 1. Methionine and Vitamins: 1) The entire vitamin industry has low inventory, with synergy exceeding expectations, and prices continue to rise; 2) Current manufacturers are reluctant to sell, and downstream purchasing sentiment is high, with shipments in March using a combination of high and low prices, thus Q1 performance will reflect this, and there is a possibility of exceeding expectations, while Q2 performance may be outstanding. 2. Dyes: 1) Recent declines are due to significant fluctuations in oil prices leading to negative feedback in the textile and apparel sectors, weakening the enthusiasm for purchasing on the demand side; 2) As we enter April, downstream inventory is gradually decreasing, and purchasing demand is recovering month-on-month. After traders replace high and low inventories, they also become high-priced inventories, establishing an upward trend in dye prices, with previous transaction prices at 21,000, last week at 23,000, and yesterday at 26,000 (actual transaction prices from manufacturers), officially starting to realize; 3) The increase in dye costs before the conflict has already been transmitted through dye price increases, so there is no need to worry too much about the demand support for dyes; 4) This round relies on intermediates, so even if oil prices fall, dye prices can still be maintained at high levels. As of April 3, 2026, at 10:34, the CSI Subdivision Chemical Industry Theme Index (000813) saw mixed performance among its constituent stocks, with Shengquan Group leading with a 9.36% increase, Haohua Technology rising 2.72%, and Juhua Co., Ltd. up 1.52%; Yara International led the decline. The latest quote for the Penghua Chemical ETF (159870) is 0.86 yuan. The Penghua Chemical ETF (159870) closely tracks the CSI Subdivision Chemical Industry Theme Index, which consists of seven indices, including subdivided non-ferrous and subdivided machinery, selecting larger and more liquid listed company securities from relevant subdivisions as index samples to reflect the overall performance of listed company securities in the relevant subdivisions. Data shows that as of March 31, 2026, the top ten weighted stocks in the CSI Subdivision Chemical Industry Theme Index (000813) are Wanhua Chemical, Salt Lake Industry, Tianci Materials, Baofeng Energy, Zangge Mining, Hualu Hengsheng, Satellite Chemical, Juhua Co., Ltd., Hengli Petrochemical, and Yuntianhua, with the top ten weighted stocks accounting for a total of 46.51%. Penghua Chemical ETF (159870), off-market connections (A: 014942; C: 014943; I: 022792) ### Related Stocks - [159870.CN](https://longbridge.com/en/quote/159870.CN.md) - [000813.CN](https://longbridge.com/en/quote/000813.CN.md) ## Related News & Research - [Sinopec refinery utilisation drops, but chemical exports rise due to Iran war](https://longbridge.com/en/news/284489804.md) - [Asia Naphtha/Gasoline-Naphtha prices rises, IOC offers May supply](https://longbridge.com/en/news/284372067.md) - [BondBloxx Announces Upcoming Changes to its ETF Lineup | PCMM Stock News](https://longbridge.com/en/news/284637908.md) - [ETF League Tables: Global X Gains on Tech Trade](https://longbridge.com/en/news/284837225.md) - [Precise Biometrics Shareholders Approve Merger Steps With Fingerprint Cards](https://longbridge.com/en/news/284731647.md)