细分化工

SQ Group to Release FY2025 Annual Earnings on April 25 After-Market (BJT), Forecast Revenue CNY 11.5 B, EPS CNY 1.2493

JUNZHENG to Release FY2025 Annual Earnings on April 25 After-Market (BJT), Forecast Revenue CNY 30.82 B, EPS CNY 0.4

JUNZHENG FY2026 Q1 Earnings Release on April 25 Pre-Market BJT

SQ Group FY2026 Q1 Earning Release on April 25 Pre-Market BJT

JIANGNAN CHEMICAL to Release FY2025 Earnings on April 24 After-Market (BJT), Forecast Revenue CNY 11.48 B, EPS CNY 0.42

HCSC to release FY2025 earnings report on April 24, 2026, after-market (BJT), forecast revenue CNY 15.85 B, EPS CNY 1.235

HONGDA BLASTING FY2026 Q1 Earnings Release on April 24 During-Market BJT

Cathay Biotech to Release FY2025 Earnings on April 24 During-Market (BJT), Forecast Revenue CNY 3.263 B, EPS CNY 0.91

BAOFENG ENERGY to Release FY2026 Q1 Earnings on April 24 Pre-Market (BJT), Forecast Revenue CNY 15.02 B, EPS CNY 0.4857

GW COMPOS to Release FY2026 Q1 Earnings on April 24 Pre-Market (BJT)

DFD to Release FY2026 Q1 Earnings Report on April 24 Pre-Market BJT

Sinofibers FY2026 Q1 Earnings Release on April 23 After-Market (BJT)

ENERGY TECHNOLOGY to Release FY2025 Annual Earnings on April 23 After-Market (BJT), Forecast Revenue CNY 13.23 B, EPS CNY 0.1658

ENERGY TECHNOLOGY to Release FY2026 Q1 Earnings on April 23 During-Market (BJT), Forecast Revenue CNY 3.612 B, EPS CNY 0.3814

ZJJH to release FY2025 earnings on April 23 After-Market (BJT), forecast revenue CNY 28.13 B, EPS CNY 1.546

Levima to Release FY2026 Q1 Earnings Report on April 23 During-Market BJT

Richful to release FY2026 Q1 earnings on April 23 During-Market BJT, forecast revenue CNY 930.29 M, EPS CNY 0.6718

XfmGroup released FY2025 Q4 earnings on April 16 After-Market (BJT), actual revenue CNY 20.01 B, actual EPS CNY 0.106

XfmGroup released FY2025 Annual Earnings on April 16 After-Market (BJT), actual revenue CNY 71.56 B (forecast CNY 70.31 B), actual EPS CNY 0.69 (forecast CNY 0.7445)

SKSHU to Release FY2026 Q1 Earnings on April 23, Pre-Market BJT

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The chemical ETF Penghua rose against the market trend, with net subscriptions nearing 500 million shares during the trading session. Due to the attack on Iranian refineries, related petrochemical facilities are expected to be offline longer than anticipated. Institutional analysis suggests that Chinese chemical companies will secure stable raw material supplies, potentially leading to profit growth after the conflict. Prices of various chemical products are expected to double, and the valuation space for related companies is worth looking forward to. The CSI Subdivision Chemical Industry Theme Index rose by 0.47%, with strong performance from constituent stocks

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Penghua CSI Subdivision Chemical Industry Theme ETF

The chemical ETF Penghua rose against the market trend, with nearly 500 million net subscriptions during the session. The impact of the attack on Middle Eastern refineries is likely to exceed expectations

The Penghua CSI Subdivision Chemical Industry Theme ETF rose by 3.2%, influenced by the Middle East war, which has led to a reduction in supply in the chemical industry, with production cuts expected to reach 10%. The war has caused an upturn in the chemical industry's prosperity, with profits increasing ahead of schedule. Institutions recommend a medium to long-term layout of quality chemical enterprises, maintaining a positive outlook on the industry's upward trend. The CSI Subdivision Chemical Industry Theme Index rose by 3.26%, with constituent stocks performing strongly. The Penghua CSI Subdivision Chemical Industry Theme ETF closely tracks this index, with the latest price reported at 0.88 yuan

The Penghua CSI Subdivision Chemical Industry Theme ETF's increase has expanded to 3.2%, with improved economic conditions and a significant profit increase expected to arrive ahead of schedule

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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

Invesco Great Wall CNI Oil&Gas ETF

GF Fund CNI Oil&Gas ETF

Tianhong CSI Chemicals Sub-industry ETF

Guotai CSI Oil & Gas Industry ETF

China Merchants CNI Oil&Gas ETF

Fullgoal CSI Subdivision Chemical Industry Theme 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

E Fund CSI Petrochemical Industry ETF

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

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%

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

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The Ministry of Industry and Information Technology and six other departments issued the "Action Plan for Accelerating the Renovation and Upgrading of Old Equipment in the Petrochemical Industry (2026-2029)", prioritizing support for the renovation and upgrading of old facilities such as refining and ethylene. Provincial-level departments need to establish green channels, optimize project approval processes, improve efficiency, and accelerate project implementation

36Kr

Harvest CSI Guoxin Central-SOEs Modern Energy ETF

Ministry of Industry and Information Technology and six other departments: Prioritize support for the renovation and upgrading of old facilities such as refining and ethylene

The Penghua CSI Subdivision Chemical Industry Theme ETF had a net subscription of 440 million shares during the trading session, and the chemical sector continued to rise. On April 1, 2026, a new round of price increases in the chemical industry began, with core raw material prices soaring, and it is expected that the profit elasticity of chemical companies will be further released. Guosen Securities pointed out that against the backdrop of rising international oil prices, the prices of chemical products are following upward, improving profit margins. The CSI Subdivision Chemical Industry Theme Index rose by 1.28%, with constituent stocks generally increasing. The latest price of the Penghua CSI Subdivision Chemical Industry Theme ETF is reported at 0.88 yuan, with an increase of 0.92%

The Penghua CSI Subdivision Chemical Industry Theme ETF had a net subscription of 440 million shares during the trading session, and the profit elasticity of chemical companies is expected to be further released

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Today, the lithium battery sector adjusted, with institutions pointing out that market news has emerged suggesting that futures prices are controlled around 170,000, and that diesel supply in Australia is sufficient. Salt Lake's Q4 performance was below expectations, dragging down the sector. Institutions emphasized that the advantages of lithium batteries are highlighted amid the global energy crisis, recommending attention to the strong growth in demand for electric vehicles and energy storage. The latest quote for the Penghua Chemical ETF is 0.87 yuan, closely tracking the CSI Subdivision Chemical Industry Theme Index, with the top ten weighted stocks accounting for a total of 45.18%

DEZHAN HEALTHCARE

Qinghai Yanhu Industry

Harvest CSI Chemicals Sub-industry ETF

Guotai CSI Subdivision Chemical Industry Theme ETF

The chemical ETF Penghua is actively traded, with institutions stating that the advantages of lithium batteries are highlighted under the global energy crisis

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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

Hwabao WP CSI Subdivision Chemical Industry Theme ETF

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

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

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This week, the CSI Petrochemical Industry Index fell by 9.2%, and the CSI Rare Earth Industry Index fell by 10.5%. Huatai Securities pointed out that in the medium to long term, the exit of high-energy-consuming facilities in Europe and the United States, along with economic growth in Asia, Africa, and Latin America, will drive demand in the chemical industry, with overseas expansion becoming an important growth engine. It is expected that by 2026, with supply-side optimization, the industry's prosperity is likely to rise, and it is recommended to pay attention to the allocation value of the chemical industry ETF E Fund (516570)

Harvest CSI Rare Earth Industry ETF

Fullgoal CSI Rare Earth Industry ETF

E Fund CSI Rare Earth Industry ETF

The chemical sector's medium to long-term prosperity is expected to rise, continuously pay attention to the investment value of the chemical industry ETF E Fund (516570)

The chemical ETF traded nearly 2 billion during the session, with institutions believing that agricultural chemicals and coal chemicals are still worthy directions for allocation. Despite rising global inflation expectations and a pullback in risk assets, the demand for agricultural chemicals remains rigid, and the supply-demand pattern for some products is favorable. The latest quote for the chemical ETF is 0.93 yuan, with a turnover rate of 5.65% in terms of liquidity. As of March 13, the average daily trading volume of the chemical ETF over the past month was 1.914 billion 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 traded nearly 2 billion during the session, with institutions stating that agricultural chemicals + coal chemicals are still worthy of allocation

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High oil prices impact the chemical industry chain, with the CSI Subdivision Chemical Industry Theme Index falling by 3.33%. Component stocks showed mixed performance, with SKSHU rising by 2.18%, while LUXI CHEMICAL led the decline. The US-Iran conflict has pushed up global energy prices, and Guotai Securities pointed out that the cost advantages of alternative energy sources such as coal chemical are significant, expanding profit margins. Southwest Securities believes that the chemical industry has entered a new round of prosperity cycle, focusing on resource attributes and chemical products in the real estate chain. The Harvest CSI Chemicals Sub-industry ETF closely tracks this index, and investors can pay attention to opportunities through connected funds

SKSHU

LUXI CHEMICAL

High oil prices are transmitted to the chemical industry chain, and the chemical ETF Harvest focuses on the new round of prosperity cycle in the industry

On March 13, 2026, the chemical sector was active, with the CSI Subdivision Chemical Industry Theme Index rising by 0.77%, at one point increasing by over 2%. Due to external disturbances affecting the European chemical industry, its competitiveness has declined, while Chinese chemicals are accelerating their market acquisition thanks to their supply chain advantages. Guohai Securities pointed out that some industries are regaining pricing power, and the supply-demand pattern is expected to be reshaped. Everbright Securities believes that the conflict between the U.S. and Iran will impact global oil prices and the transportation costs of chemical products, and the future trends of chemical products will be significantly affected. The manager of the Tianhong CSI Subdivision Chemical Index Fund stated that the industry is transitioning towards high-quality development

The European chemical industry is under pressure, while the domestic chemical sector may welcome opportunities for takeovers, with the subdivision chemical industry theme index rising over 2% during the session

The chemical ETF rose by 1.7%, influenced by the situation in Iran, leading to an increase in chemical prices. U.S. President Trump warned that Iran would face military consequences for deploying mines in the Strait of Hormuz, heightening market concerns over disruptions in crude oil supply, which pushed up prices of naphtha, ethylene, and other chemicals. Huashan Securities pointed out that the domestic chemical expansion cycle has ended, improving the supply-demand dynamics and supporting the sector's strength. The CSI Subdivision Chemical Industry Theme Index rose by 1.87%, with constituent stocks generally increasing

The chemical ETF rose by 1.7%, supported by the situation in Iran which bolstered chemical prices

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Low-sulfur fuel oil fell 3.7% in the night session, LPG dropped 3.3%, and methanol decreased by 3.1%

Wallstreetcn

China Universal CSI Oil & Gas Resources ETF

Bosera CSI Oil & Gas Resources Index ETF

CCB Principal Yisheng Czce Zhengzhou Commodity Exchange Energy and Chemical Futures ETF

细分化工(000813.SH)

细分化工 Stock Performance Chart

The chemical ETF Penghua rose against the market trend, with nearly 500 million net subscriptions during the session. The impact of the attack on Middle Eastern refineries is likely to exceed expectations

The Penghua CSI Subdivision Chemical Industry Theme ETF's increase has expanded to 3.2%, with improved economic conditions and a significant profit increase expected to arrive ahead of schedule

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

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

Ministry of Industry and Information Technology and six other departments: Prioritize support for the renovation and upgrading of old facilities such as refining and ethylene