Han Chemical Plant plans to increase prices for Samsung and SK Hynix, while AI computing power drives the revaluation of fluorochemical value. The subdivision chemical index rises over 2% against the trend, focusing on Tianhong CSI Subdivision Chemical Industry Theme ETF Connect A (015896)

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Jun 1, 2026 at 12:27 AM

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South Korean fluorochemical companies plan to significantly raise the price of electronic-grade hydrogen fluoride for Samsung and SK Hynix in 2026, driven by AI computing power leading to a reassessment of the value of fluorine-containing materials. As a result, the A-share subdivision chemical index rose over 2% against the trend, with stocks like ZJJH experiencing significant gains. CITIC Construction Investment believes that the long-term strategic direction of new materials is clear, and the acceleration of domestic production is beneficial for domestic companies. Tianhong CSI Subdivision Chemical Industry Theme ETF Link A (015896) focuses on high-growth sectors, covering both traditional bulk and new materials fields, with constituent stocks showing a concentration of leading companies

On June 1, major stock indices fluctuated repeatedly. In the market, the chemical sector performed actively, with sub-sectors such as fluorine chemicals rising nearly 4% against the trend. As of the lunch break, the CSI Subdivision Chemical Industry Thematic Index rose by 2.17%. Among the sample stocks, ZJJH hit the daily limit, Xin Feng Ming rose over 8%, and Haohua Technology, Sanmei Co., and Xingyuan Materials rose over 6%.

According to South Korean media TheElec, citing industry insiders, South Korean anhydrous hydrofluoric acid (AHF) producers, including Solbrain, ENF Technology, and Huseong, plan to significantly raise the supply price of electronic-grade hydrofluoric acid (EG-HF) to major semiconductor customers such as Samsung Electronics and SK Hynix in June and July 2026. It is reported that fluorine-containing high-end materials (such as coolants and electronic specialty gases) are indispensable materials in semiconductor production and AI data center cooling processes.

CITIC Construction Investment Securities pointed out that the acceleration of anti-involution marks the arrival of a cyclical turning point, and new materials remain a long-term strategic direction. Fluorine-containing high-end new material products have high added value and broad long-term growth potential. Against the backdrop of accelerated localization, domestic companies' market share in the fluorine chemical field is expected to rise. Fluorinated fine chemicals such as fluorinated liquids have important applications in semiconductor cooling and data center immersion cooling.

Tianhong CSI Subdivision Chemical Industry Thematic ETF Connect A (015896) closely tracks the CSI Subdivision Chemical Industry Thematic Index. The index features are prominent:

Focus on high prosperity tracks across the entire industry chain, combining cyclical elasticity with new productive forces.

The industry distribution is relatively concentrated, with chemical products, agricultural chemical products, chemical raw materials, and batteries being the top four industries. From the strategic depth of the sub-tracks, the index not only includes traditional bulk areas such as chemical products, agricultural chemical products, and chemical raw materials but also proactively incorporates high-prosperity sub-industries such as new material chemicals, organic silicon, synthetic ammonia, lithium extraction from salt lakes, and solid-state battery materials.

The constituent stocks exhibit a significant "dumbbell-type" market capitalization distribution, with leading companies building a solid moat.

On one hand, industry leaders such as Wanhua Chemical and Salt Lake Co. represent a robust ballast for the index; on the other hand, high-growth companies like Enjie Co., ZJJH, and Duofuduo, which dominate sub-sectors such as lithium battery electrolytes, fluorinated polymers, and scarce mineral resources, provide the index with strong performance upside elasticity

Users interested in long-term allocation in the chemical cyclical sector can visit Alipay, Tiantian Fund, or JD Finance to search for the Tianhong CSI Subdivision Chemical Industry Theme ETF link (A: 015896 C: 015897) to understand the complete product information.

In terms of fees, the Tianhong CSI Subdivision Chemical Industry Theme Index Initiated A (Class A: 015896, Class C: 015897) has an annual management fee of 0.5% and a custody fee of 0.1%; additionally, the Class A subscription fee is 1% (sales channels usually offer a 10% discount), and the redemption fee drops to 0.05% if held for more than 30 days; Class C has no subscription or redemption fees and charges an annual sales service fee of 0.20%. The subdivision chemical sector has both cyclical and growth attributes, with relatively controllable volatility, making Class A a better choice for long-term holding; Class C is more flexible for short-term trading or regular investment. The final fee discounts are subject to the announcements of the sales channels.