$Hwabao WP CSI Subdivision Chemical Industry Theme ETF(516020.SH) How will the chemical industry move in the future? The original trend has been disrupted by war.
Oil prices have surged, costs have increased, and whether this can be smoothly passed on is a question.
Originally, due to changes in production capacity, the price increase that should have occurred under the premise of unchanged costs due to cyclical changes may be halted. The price increase may not ultimately translate into corporate profits.
Looking at the future market, if the war ends and costs decrease, if high prices can be sustained for a period of time, it will be a positive for the companies.
The bad news is that oil production capacity and transportation are creating some short-term irreversible impacts.
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