Tianhong CSI Chemicals Sub-industry ETF

Styrene Continuous Main Contract Dropped 2% Intraday

Propylene main contract rises 10% to 9,651 yuan intraday

PP main contract hits 涨停 (Note: '涨停' in English contextually means 'limit up' or 'hit the upper limit') 

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On April 9th, despite the decline of the three major indices, the CSI Chemicals Sub-industry Index rose against the trend by 0.81%. HYPC rose over 8%, while Senior and Hongda Co., Ltd. increased nearly 4%. The chemical ETF Tianhong (159133) had a trading volume exceeding 23 million yuan, with a circulating scale reaching 3.015 billion yuan. The first quarter earnings forecast of A-share companies shows that 81.25% of companies expect positive performance, mainly concentrated in the semiconductor, non-ferrous metals, and basic chemicals industries. Shenwan Hongyuan Securities pointed out that the supply growth rate in the chemical industry is slowing down, and the prosperity is gradually recovering

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Senior

Hongda Co.,Ltd.

HYPC

The Tianhong Chemicals ETF (159133) saw its underlying index rise against the market trend, leading to a wave of positive earnings forecasts for A-share companies in the basic chemicals and other industries

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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

Wallstreetcn

Fullgoal CSI Subdivision Chemical Industry Theme ETF

Penghua CSI Subdivision Chemical Industry Theme ETF

E Fund CSI Petrochemical Industry ETF

Guotai CSI Subdivision Chemical Industry Theme ETF

Harvest CSI Chemicals Sub-industry ETF

DEZHAN HEALTHCARE

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

The Tianhong CSI Chemicals Sub-industry ETF (159133) has seen a cumulative net inflow of CNY 17.0917 million over the past 5 trading days, with a transaction volume exceeding CNY 25 million. Despite the decline of the three major A-share indices, the CSI Subdivision Chemical Industry Theme Index only fell by 1.02%. Industrial Securities predicts that the chemical industry will experience a cyclical recovery and industrial upgrade in 2026, with demand for chemical products expected to recover moderately, accelerating the arrival of the cyclical turning point

The Tianhong CSI Chemicals Sub-industry ETF (159133) has accumulated over 17 million yuan in "capital absorption" in the past 5 days, institutions: the cyclical turning point of the chemical industry is expected to accelerate its arrival

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细分化工

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

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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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%

Qinghai Yanhu Industry

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 nearly 1%, with institutions expecting a price rebound for hexafluorine in April. Due to TINCI's production halt for maintenance, the industry is actively destocking, and current inventory has dropped to historical lows. The production cost of hexafluorine has significantly increased due to the rise in lithium carbonate prices. Mainstream companies have a strong demand for price increases, and significant profit elasticity is expected in the future. Solvents and by-products such as propylene glycol have also entered a price increase phase, with rising oil prices driving up the prices of related products. The chemical ETF closely tracks the CSI Subdivision Chemical Industry Theme Index, with the latest price reported at 0.89 yuan

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Chemical ETFs rose nearly 1%, institutions expect a price rebound for hexafluorine in April

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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

Hwabao WP CSI Subdivision Chemical Industry Theme ETF

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

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

The chemical ETF rose, benefiting from the energy crisis as lithium carbonate prices are expected to rise above 200,000. Institutions recommend prioritizing coal chemical and agricultural chemical varieties, with the expectation of demand growth for new energy vehicles against the backdrop of low penetration rates overseas. Oil and gas prices continue to rise due to the ongoing conflict between the U.S. and Iran, driving demand for new energy vehicles. The chemical ETF (159870) rose by 0.60%, and the CSI Subdivision Chemical Industry Theme Index (000813) rose by 0.43%

The chemical ETF turned positive and rose, with lithium carbonate prices desensitized to macro factors. Under the backdrop of low penetration rates for new energy vehicles overseas, there is hope for new demand growth space

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On March 23, despite the decline of the three major indices, the CSI Chemicals Sub-industry Theme Index rose against the trend by 0.72%. The chemical ETF Tianhong (159133) had a trading volume exceeding 34 million yuan, with a cumulative inflow of over 680 million yuan in nearly 20 days. International crude oil prices fluctuated at high levels, driving up costs in the chemical industry, prompting companies like Wanhua to initiate price adjustments. Bank of China Securities predicts that the expansion of the chemical industry will be nearing its end by 2026, and a recovery in industry profits is expected, with new materials benefiting from increased downstream demand

wanhua

The underlying index turned positive during the trading session, with the Tianhong Chemicals ETF (159133) accumulating over 680 million yuan in the past 20 days. Institutions: A recovery in the profitability bottom of the chemical industry is expected

The trend of improvement in chemical supply and demand is evident. Although the chemical sector has recently experienced a pullback due to the conflict between the U.S., Israel, and Iran, as well as the global energy crisis, institutional analysis suggests that high oil prices will accelerate the shift of power from East to West, expanding the advantages of Chinese enterprises. If oil prices stabilize in the future, global consumption is expected to return to normal, and the profitability of chemical companies is likely to rise. Even in a pessimistic scenario, the profit margins for chemical products are limited, and the industry has a high concentration, still possessing price elasticity. Overall, the outlook for the chemical industry is optimistic and worth paying attention to

The improvement of supply and demand in the chemical industry is an inevitable trend, and the east rises while the west falls may accelerate, attracting attention to the allocation window period for chemical ETFs

Tianhong CSI Chemicals Sub-industry ETF(159133.SZ)

Tianhong CSI Chemicals Sub-industry ETF Stock Performance Chart

The Tianhong Chemicals ETF (159133) saw its underlying index rise against the market trend, leading to a wave of positive earnings forecasts for A-share companies in the basic chemicals and other industries

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

The Tianhong CSI Chemicals Sub-industry ETF (159133) has accumulated over 17 million yuan in "capital absorption" in the past 5 days, institutions: the cyclical turning point of the chemical industry is expected to accelerate its arrival

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

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