Petrochemical ETF Huaxia (159731) - One-click configuration of the entire petrochemical industry chain

On the first trading day of April, the three major A-share indices opened significantly higher, with the Shanghai Composite Index up 1.23%, the Shenzhen Component Index up 1.88%, and the ChiNext Index up 2.21%. The CSI Petrochemical Industry Index rose over 1%, led by constituent stocks such as Xin Fengming, Hengli Petrochemical, Rongsheng Petrochemical, and Wanhua Chemical.

Changjiang Securities' research report suggests that April is a period of intensive disclosure for A-share annual reports and first-quarter reports, where earnings-driven factors may become the core force leading market differentiation. The strategy focuses on three main themes: first, energy security, paying attention to the upward shift in the price center of traditional energy sources like coal and petrochemicals under potential restocking demand, as well as the new energy direction under substitution demand; second, the technology direction, continuing to focus on the high-growth theme of AI infrastructure, including power, storage capacity, and computing power, such as optical modules, memory, and semiconductor equipment; third, paying attention to the rebound of previously oversold sectors, such as precious metals and commercial aerospace.

The ChinaAMC Petrochemical ETF (159731) and its OTC feeder funds (017855/017856) closely track the CSI Petrochemical Industry Index. As of March 31, 2026, the top ten weighted stocks of the CSI Petrochemical Industry Index are Wanhua Chemical, PetroChina, Salt Lake Co., Ltd., CNOOC, Sinopec, Baofeng Energy, Zangge Mining, Hualu Hengsheng, Satellite Chemical, and Juhua Co., Ltd., with the top ten weighted stocks accounting for 58.056% in total.