Harvest CSI Chemicals Sub-industry ETF

Significant Decline in PX and Benzene Main Contracts on Zhengzhou and Dalian Commodity Exchanges

Chemical Sector Gains Steadily, Benefit from Supply and Demand Improvement and Favorable Policies

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159133

159731

159129

On April 20, 2026, the CSI Petrochemical Industry Index fell by 0.25%. The petrochemical ETF ChinaAMC fell by 0.20%, with the latest quote at 1.01 yuan. Oil and gas prices are running at high levels, and the profits from coal chemical industry are expected to be released rapidly, with 2026 anticipated to be a year of performance rebound for the coal chemical industry. The closure of the Strait of Hormuz will affect Iraq's crude oil exports, driving up the prices of chemical products. Founder Securities pointed out that coal, as a substitute demand, will see growth, and the optimization of the industrial chain efficiency and asset structure upgrades will accelerate

腾讯新闻 - 财经

Guotai CSI Subdivision Chemical Industry Theme ETF

Tianhong CSI Chemicals Sub-industry ETF

ChinaAMC CSI Petrochemical Industry ETF

Zhongfu Shenying

GW COMPOS

sunresin

SQ Group

Founder Securities

wanhua

PETROCHINA

Qinghai Yanhu Industry

CNOOC

Sinopec Corp.

SINOPEC CORP

BAOFENG ENERGY

ZANGGE MINING

HUALU-HENGSHENG

ZJJH

PetroCN HK SDR 1to2

CNOOC-R

With high oil and gas prices, coal chemical industry is expected to see profit release and upgrade opportunities, and petrochemical ETFs like ChinaAMC are likely to continue benefiting

159870

The Penghua CSI Subdivision Chemical Industry Theme ETF rose nearly 1%, influenced by overseas energy shocks, which enhanced the supply support for the refining and polyester industry chain. Middle Eastern refineries have lost more than 40% of their capacity due to fires and attacks, leading to a significant impact on the supply of related products. Despite pessimistic demand expectations, the supply-side logic is gradually emerging, and the polyester industry chain is facing cost bottlenecks, with small enterprises' operations expected to decline passively. The latest price of the Penghua CSI Subdivision Chemical Industry Theme ETF is 0.9 yuan, closely tracking the CSI Subdivision Chemical Industry Theme Index

Penghua CSI Subdivision Chemical Industry Theme ETF

HYPC

Hongda Co.,Ltd.

Asia-potash

Huitong Energy

细分化工

TINCI

The chemical ETF Penghua rose nearly 1%. Under the impact of overseas energy, the supply support of the refining and polyester industry chain has strengthened

516570

As of the close, the CSI Petrochemical Industry Index fell by 0.3%. The management fee rate for the chemical industry ETF E Fund (516570) is 0.15% per year, the lowest in the market. Bank of China Securities pointed out that the situation in the Middle East is pushing up oil prices in the short term, affecting the cost of chemical products; in the long term, policy improvements will enhance supply and demand, leading to an increase in market share for leading enterprises, and profitability is expected to recover

E Fund CSI Petrochemical Industry ETF

BOCIC

The petrochemical industry index slightly declined, focusing on low-fee chemical industry ETF E Fund (516570) layout opportunities

On April 8, 2026, the chemical raw materials and chemical products sector performed actively, with the Harvest CSI Chemicals Sub-industry Index rising by 1.62%. Due to the impact of the Middle East conflict, the Jubail Industrial City in Saudi Arabia was hit, leading to instability in the supply of petrochemical products. Guojin Securities pointed out that the main theme of the chemical supply chain is shifting towards a supply recovery cycle, and inventory fluctuations and the stabilization of the industrial chain will continue to affect the market. Great Wall Securities stated that since the third quarter of 2025, the chemical industry has entered a recovery cycle, with upstream chemical prices expected to rise and the PPI index likely to recover. The chemical ETF closely tracks this index and focuses on investment opportunities

Upstream chemical product prices are expected to enter a cyclical upward phase, and the chemical ETF Harvest focuses on the new round of prosperity cycle against the backdrop of "anti-involution" in the industry

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000813

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

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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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%

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

002709

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

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

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516020

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

On March 27, 2026, the CSI Chemicals Sub-industry Theme Index rose by 0.73%. The escalation of geopolitical tensions in the Middle East led to an 8.77% increase in Brent crude oil prices, with prices of basic chemical products generally rising, and hydrochloric acid prices skyrocketing by 36.36%. Everbright Securities pointed out that the performance elasticity and allocation value of the coal chemical sector have improved, benefiting from high oil prices and industrial substitution. The chemical ETF Harvest (159129) closely tracks this index, and investors can pay attention to investment opportunities through the chemical ETF feeder fund (013527)

The performance elasticity and allocation value of the coal chemical sector have improved, and the Harvest Chemical ETF is expected to continue benefiting

Harvest CSI Chemicals Sub-industry ETF(159129.SZ)