The uncertainty of overseas chemical supply has increased, while the domestic petrochemical industry chain has a stronger risk resistance capability. The chemical industry ETF, E Fund's low-cost investment tool, has attracted much attention.

As geopolitical tensions intensify, uncertainties in overseas chemical supply increase, benefiting China’s chemical industry supply globally:
As geopolitical tensions escalate, the global energy and chemical markets continue to be disrupted.
European natural gas and electricity prices have surged significantly, raising production costs, which may accelerate the exit of overseas chemical capacities.

China’s chemical industry, with its diversified raw material sources, mature alternative processes (high proportion of coal chemical industry), economies of scale, and cost advantages, remains a more resilient link in the global chemical supply chain.
The accelerated exit of overseas chemical capacities is expected to be a long-term positive for China’s chemical industry in terms of market share and bargaining power worldwide.

Related products: Chemical industry ETF E Fund (516570, connection funds: 020104/020105) directly benefit from the dual-carbon policy and the core links of chemical product price increases (such as PX-PTA-spandex industry), ranking first in size among ETFs of similar scale.

(1) Leading package: One-click package of leading petrochemical, basic chemical, and coal chemical industries.
(2) Fee advantage: Management fee + custody fee total only 0.20% per year, significantly lower than similar products, resulting in lower investment costs.
(3) Flexibility advantage: The index composition emphasizes sub-industries with clear supply-demand improvements and is sensitive to price increase expectations.