Penghua CSI Subdivision Chemical Industry Theme ETF

Asia-pacific Chemical Consulting Will Host the 2nd Coolant and Liquid Cooling Technology Forum

Qinghai Yanhu Industry released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 6.432 B, actual EPS CNY 0.572

ZJJH released FY2026 Q1 earnings on April 28 Pre-Market (BJT), actual revenue CNY 6.018 B, actual EPS CNY 0.434

TINCI released FY2026 Q1 earnings on April 27 During-Market (BJT), actual revenue CNY 6.673 B (forecast CNY 8.365 B), actual EPS CNY 0.81 (forecast CNY 0.5823)

HUALU-HENGSHENG released FY2026 Q1 earnings on April 27 Pre-Market (BJT), actual revenue CNY 8.344 B, actual EPS CNY 0.526 (forecast EPS CNY 0.5746)

YTH released FY2026 Q1 earnings on April 27 During-Market (BJT), actual revenue CNY 11.98 B, actual EPS CNY 0.7816

BAOFENG ENERGY released FY2026 Q1 earnings on April 23 Pre-Market (BJT), actual revenue CNY 13.24 B (forecast CNY 15.02 B), actual EPS CNY 0.5 (forecast CNY 0.4704)

Qinghai Yanhu Industry FY2026 Q1 Earning Release on April 30 During-Market (BJT)

ZJJH FY2026 Q1 Earnings Release on April 29, Pre-Market BJT

ZJJH released FY2025 Annual Earnings on April 22 After-Market (BJT), actual revenue CNY 26.99 B (forecast CNY 28.13 B), actual EPS CNY 1.4 (forecast CNY 1.546)

ZJJH released FY2025 Q4 earnings on April 22 After-Market (BJT), actual revenue CNY 6.597 B, actual EPS CNY 0.1975

TINCI to Release FY2026 Q1 Earnings on April 28 During-Market (BJT), Forecast Revenue CNY 8.365 B, EPS CNY 0.5823

YTH to Release FY2026 Q1 Earnings Report on April 28 During-Market (BJT)

HLSH released FY2026 Q1 earnings on April 21 Pre-Market (BJT), actual revenue CNY 49.21 B (forecast CNY 63.17 B), actual EPS CNY 0.56

HUALU-HENGSHENG to Release FY2026 Q1 Earnings on April 28 Pre-Market (BJT), Forecast EPS CNY 0.5746

KINGFA released FY2026 Q1 earnings on April 20 After-Market (BJT), actual revenue CNY 15.59 B, actual EPS CNY 0.1186

KINGFA released FY2025 Q4 earnings on April 20 After-Market (BJT), actual revenue CNY 15.78 B (forecast CNY 19.29 B), actual EPS CNY 0.033 (forecast CNY 0.0531)

Wanhua released FY2026 Q1 earnings on April 20 After-Market (BJT), actual revenue CNY 54.05 B (forecast CNY 55.35 B), actual EPS CNY 1.19 (forecast CNY 1.91)

KINGFA released FY2025 annual earnings on April 20 After-Market (BJT), actual revenue CNY 65.4 B (forecast CNY 68.7 B), actual EPS CNY 0.4459 (forecast CNY 0.5123)

ZANGGE MINING released FY2026 Q1 earnings on April 17 (BJT), actual revenue CNY 715.63 M, actual EPS CNY 1

516570

159731

159870

516020

516220

Jiangsu Lopal Tech Co. Ltd. has completed a connected capital increase in its subsidiary, Changzhou Liyuan, with a Series B investor. The payment has been made, and registration is pending. Jiangsu Lopal retains a 61.88% stake in Changzhou Liyuan, ensuring control and consolidation of financials. The company operates in the chemical and materials sector and adheres to Hong Kong listing rules, focusing on downstream industrial applications and maintaining a standard governance structure with a mix of directors.

Tip Ranks

E Fund CSI Petrochemical Industry ETF

ChinaAMC CSI Petrochemical Industry ETF

Hwabao WP CSI Subdivision Chemical Industry Theme ETF

Guotai CSI Subdivision Chemical Industry Theme ETF

LOPAL TECH

LOPAL

Jiangsu Lopal Completes Connected Capital Increase in Subsidiary Changzhou Liyuan

Ta'ziz, a joint venture between ADNOC and ADQ, has announced $28.5 billion in long-term agreements to enhance the UAE's chemicals ecosystem. CEO Mashal Saoud Al Kindi outlined the phases of developing the Abu Dhabi complex and emphasized the UAE's commitment to building resilience and reducing import dependence, particularly in light of the ongoing Middle East conflict.

UAE's TA'ZIZ on 'future-proofing' & building up long-term resilience in the chemicals ecosystem

600028

40049

40521

561360

561760

UBS has cut its target price for SINOPEC CORPfrom HKD7.8 to HKD7.1, citing expected pressure on the refining and chemicals businesses in Q2 due to rising crude oil costs. The company reported a 3.9% YoY decline in Q1 revenue to RMB706.7 billion, while net profit rose 28% YoY to RMB17 billion, aided by crude oil inventory gains. UBS also lowered its 2026 earnings forecast by 18% but maintained a Buy rating.

AASTOCKS News

Sinopec Corp.

SINOPEC N2911

SINOPEC N3101

SINOPEC N5101

Guotai CSI Oil & Gas Industry ETF

China Universal CSI Oil & Gas Resources ETF

Yinhua CSI Oil & Gas Resources ETF

Bosera CSI Oil & Gas Resources Index ETF

UBS Group AG

SINOPEC CORP

UBS Cuts SINOPEC CORP  TP to HKD7.1, Expects Refining and Chemicals Businesses to Face Pressure in 2Q

Japan's industrial production fell 0.5% in March, missing the +1.1% forecast, due to disruptions from the closure of the Strait of Hormuz affecting chemical and fuel output. This marks a second consecutive monthly decline, with manufacturers expecting a further 0.7% drop in April before a projected 2.2% rebound in May. The Ministry of Economy, Trade and Industry noted significant decreases in petroleum-based chemicals and fuels, while Japan's inventory levels have so far mitigated the impact on downstream shipments. The situation poses challenges for the Bank of Japan amid a weak yen and rising import costs.

- Japan's industrial production declined by 0.5% in March, failing to meet the forecasted increase of 1.1%, continuing a trend of contraction from February's 2.0% drop.  
- This decrease is mainly attributed to supply chain disruptions from the closure of the Strait of Hormuz, impacting petrochemical output, with polyethylene and polypropylene production falling significantly.  
- Manufacturers anticipate a further decline of 0.7% in April, followed by a recovery of 2.2% in May, indicating ongoing pressure on the economy due to reliance on Middle Eastern oil imports amidst geopolitical tensions.

Investinglive

Japan March industrial output falls 0.5% as Hormuz closure hits chemicals and fuels

细分化工

516120

Since February 28, domestic prices for rubber and plastic materials such as nylon, ABS, and PET have risen sharply, with increases ranging from 20% to 60%. Some products saw price hikes exceeding 10,000 yuan per ton, and certain items were re-priced two to three times a day. Despite industry headwinds, multiple enterprises achieved order growth through stable supply chains

Wallstreetcn

Fullgoal CSI Subdivision Chemical Industry Theme ETF

Rubber and Plastic Material Prices Surge Dramatically, Some Products See Price Adjustments Two to Three Times Daily

300699

688295

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

ZANGGE MINING

ZJJH

HLSH

wanhua

PETROCHINA

Qinghai Yanhu Industry

CNOOC

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%

601857

The global tight supply of crude oil has led to a rise in butadiene prices to a nine-year high, affecting downstream industries such as disposable gloves. Due to increased raw material costs, the price of nitrile gloves has risen to USD 28 to 30 per box in the Chinese market. Despite the rise in raw material prices, the demand for nitrile gloves has not yet been affected, and production companies stated that they will continue to monitor market dynamics

Occidental Petroleum

INTCO

BLUE SAIL MEDICAL

iShares US Oil & Gas Expl & Prod

ISHRS S&P Glb Engy

Pro Ultr Bloomberg Crude Oil

SPDR Energy Select

iShares US Oil Equip & Svcs

VanEck Oil Services ETF

VanEck Oil Refiners ETF

SPDR O&G Equip

Us Brent Oil

United States Oil Fund LP

VG Energy

SPDR O&G Ex & Prd

The rise in oil prices has pushed butadiene prices to a nine-year high, and the once inconspicuous disposable gloves have quietly increased in price

159129

159133

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

Harvest CSI Chemicals Sub-industry ETF

Tianhong CSI Chemicals Sub-industry ETF

HYPC

Hongda Co.,Ltd.

Asia-potash

Huitong Energy

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

Performance divergence in the chemical industry has intensified. As of April 14, 131 out of 164 chemical companies reported profits, with 59 of those profit-making firms posting year-over-year growth in net attributable profit to shareholders. Coal chemical, potash fertilizer, and pesticide sectors stood out, while titanium dioxide, organic silicon, and chlor-alkali sectors continue to face pressure. Geopolitical tensions in the Middle East have disrupted global energy and chemical supply, pushing up oil prices. Coal chemical is favored by the market due to its cost advantages

BP p.l.c.

HSPC

Penghua CNI Oil&Gas ETF

Chemical Industry Performance Divergence Intensifies, Leading Companies Shine

159981

The Zhengzhou Commodity Exchange announced that, effective from the night session trading on April 14, 2026, the daily opening position trading limit for non-futures company members or clients on the methanol futures contract 2605 is 13,000 lots. This limit includes the sum of both buy and sell opening positions. Opening positions for accounts under actual control relationships are executed as if they belong to a single client. Hedging and market-making transactions are exempt from this limit

CCB Principal Yisheng Czce Zhengzhou Commodity Exchange Energy and Chemical Futures ETF

Zhengzhou Commodity Exchange: Adjusts Trading Limit for Methanol Futures Contract 2605

Penghua CSI Subdivision Chemical Industry Theme ETF(159870.SZ)