As of April 20, 2026, 10:40, the chemical fiber and carbon fiber concepts rose, with the China Securities Petrochemical Industry Index (H11057) increasing by 0.18%. Among the constituent stocks, Zhongfu Shenying rose by 11.11%, Cangge Mining rose by 3.84%, GW COMPOS rose by 3.62%, Juhua Co., Ltd. rose by 3.58%, and Hengli Petrochemical rose by 3.09%. The Petrochemical ETF Huaxia (159731) increased by 0.20%, with the latest price reported at 1.01 yuan.
In terms of liquidity, the Petrochemical ETF Huaxia had a turnover of 5.17% during the trading session, with a transaction volume of 59.5205 million yuan. Looking at a longer time frame, as of April 17, the average daily transaction volume of the Petrochemical ETF Huaxia over the past month was 131 million yuan. In terms of scale, the latest scale of the Petrochemical ETF Huaxia reached 1.15 billion yuan.
In terms of news, GW COMPOS's revenue from wind power carbon beam business in 2025 was 943 million yuan, a year-on-year increase of 75.84%, while the mass production of T800-grade carbon fiber in the aerospace field expanded; the layout of commercial aerospace and low-altitude economy accelerated, and a joint venture was established to participate in drone projects. In addition, in the coal chemical and alternative energy sector: the high-level fluctuations in crude oil strengthen the logic of coal-to-olefins, with significant profit elasticity for coal-to-olefins (5.2 million tons/year capacity) and ethane-to-ethylene (2.5 million tons/year capacity), and the Xinjiang coal chemical project received policy support. Cangge Mining's revenue from potassium chloride in 2025 was 2.949 billion yuan, a year-on-year increase of 33.42%, with an average price of 2964.28 yuan/ton.
KYG Securities believes that as the world's largest consumer of carbon fiber, China's demand is rapidly growing in fields such as wind turbine blades, aerospace, high-pressure hydrogen storage, and low-altitude economy, especially for high-end T800 and above-grade carbon fibers, which remain in a tight balance of supply and demand.
Data shows that as of March 31, 2026, the top ten weighted stocks in the China Securities Petrochemical Industry Index (H11057) are Wanhua Chemical, China Petroleum, Salt Lake Co., Ltd., China National Offshore Oil Corporation, Sinopec, Baofeng Energy, Cangge Mining, Hualu Hengsheng, Satellite Chemical, and Juhua Co., Ltd., with the top ten weighted stocks accounting for a total of 58.06%.
The Petrochemical ETF Huaxia (159731) has off-market connections (Huaxia China Securities Petrochemical Industry ETF Initiated Connection A: 017855; Huaxia China Securities Petrochemical Industry ETF Initiated Connection C: 017856)

300699

688295

159870

As of April 20, 2026, the Petrochemical ETF Huaxia rose by 0.20%, closing at 1.01 yuan. Chemical fiber and carbon fiber concept stocks performed strongly, with Zhongfu Shenying rising by 11.11%. GW COMPOS expects a 75.84% increase in revenue from its wind power carbon beam business in 2025. The coal chemical project has received policy support, with significant profit elasticity for coal-to-olefins and ethane-to-ethylene. Kaiyuan Securities pointed out that the demand for carbon fiber is growing rapidly, especially for high-end products which are in short supply

腾讯新闻 - 财经

GW COMPOS

Zhongfu Shenying

Penghua CSI Subdivision Chemical Industry Theme ETF

ChinaAMC CSI Petrochemical Industry ETF

ZANGGE MINING

ZJJH

HLSH

wanhua

PETROCHINA

Qinghai Yanhu Industry

CNOOC

Sinopec Corp.

SINOPEC CORP

BAOFENG ENERGY

HUALU-HENGSHENG

PetroCN HK SDR 1to2

CNOOC-R

Carbon fiber, coal chemical alternative energy multi-sector resonance, petrochemical ETF Huaxia rose 0.20%