As of 13:03 on October 29, the Chemical ETF (516020) showed active performance during intraday trading, with its price rising 2.0%. The trading volume reached 63.9897 million yuan, and the fund's latest size stood at 2.755 billion yuan.
Among the constituent stocks, Yangnong Chemical, Guangdong Hongda, and Yuntianhua performed the strongest, with gains of 8.92%, 7.73%, and 4.99%, respectively. On the other hand, Tongcheng New Materials, Kingfa Sci & Tech, and Kuncai Material Technology were relatively weaker, declining by 1.39%, 1.11%, and 0.54%, respectively.
In terms of corporate news, Wanhua Chemical Group Co., Ltd. reported record-high revenue for Q3 2025, with net profit rising 4% year-on-year to 3 billion yuan. Meanwhile, Ningxia Baofeng Energy Group Co., Ltd. achieved a net profit of 8.95 billion yuan in the first three quarters, up over 97% year-on-year, with production doubling. Both companies demonstrated robust operations and capacity expansion in the basic chemical sector.
Everbright Securities noted that sub-sectors such as electronic chemicals and potash fertilizers in the basic chemical industry performed strongly. Semiconductor materials benefited from both demand expansion and domestic substitution, with photoresists and wet electronic chemicals seeing sustained market growth. OLED organic materials were driven by the rising market share of domestic panel manufacturers, with the market size expected to grow 30% year-on-year by 2025. AI computing infrastructure is boosting demand for high-frequency resins and liquid cooling materials, while lightweight materials like PEEK show significant potential in applications such as humanoid robots.
Donghai Securities highlighted that the "15th Five-Year Plan" emphasizes technological self-reliance, presenting opportunities for accelerated domestic substitution in new materials, including photoresists and high-end engineering plastics. The refrigerant industry's quota adjustments in 2026 will ensure healthy development, with a positive long-term outlook. Domestic supply-side reforms are expected to optimize industry structure, with attention on flexible sectors like organic silicon and membrane materials. Overseas supply uncertainties are increasing, and Chinese chemical companies, leveraging cost and technological advantages, may reshape the global landscape.
The Chemical ETF (516020) and its feeder funds (Feeder A: 012537, Feeder C: 012538) passively track the Sub-Index of the Chemical Sector. The top ten holdings include Wanhua Chemical, Salt Lake Potash, Juhua Group, Tinci Materials, Tibet Summit Resources, Kingfa Sci & Tech, Hualu Hengsheng, Ningxia Baofeng Energy, Hengli Petrochemical, and Yuntianhua.
Data is sourced from the Shanghai and Shenzhen stock exchanges and public disclosures.
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