Chemical Industry ETF EasyFun Sees Net Inflow of 1.043 Billion Yuan Over Past 10 Days; Glyphosate Prices Surge Rapidly as Institutions Expect Export Demand to Rise

As of March 13, 2026, 13:40, the CSI Petrochemical Industry Index (H11057) increased by 0.21%, the E Fund Chemical Industry ETF (516570) rose by 0.25%, marking three consecutive days of gains. During the trading session, the turnover rate was 2.19%, with a transaction volume of 64.0615 million yuan.

As of March 12, the E Fund Chemical Industry ETF (516570) has grown by 1.034 billion yuan in size over the past two weeks, with an increase of 851 million shares, achieving significant growth.

In terms of capital inflow, over the past 10 trading days, the ETF experienced net capital inflows on 7 days, totaling 1.043 billion yuan.

Guoxin Securities pointed out that glyphosate prices are rising rapidly, with an optimistic outlook on increased export demand. Since March, driven by geopolitical conflicts, raw material prices have surged significantly, raising production costs for glyphosate. As of March 11, 2026, glyphosate prices in East China have quickly risen to 26,500 yuan per ton. Additionally, in February, the U.S. announced that key herbicides such as elemental phosphorus and glyphosate would be classified as critical strategic materials, which may support further price increases.

The firm stated that China mainly exports glyphosate. By 2025, China’s exports of other non-halogenated organic phosphorus derivatives reached 628,200 tons, a 4.36% year-on-year increase. Export data has significantly improved compared to the industry lows in 2023, indicating the end of the previous global pesticide inventory cycle. Historically, the end of each year through January has been a seasonal peak for herbicide exports to North America, while June to August is the peak season for exports to South America. Considering the U.S. classifies elemental phosphorus and glyphosate as critical strategic materials, along with ongoing litigation issues faced by Monsanto overseas and China’s cost advantage in glyphosate, the outlook for China’s glyphosate/GLUFOSinate exports in 2026 remains positive, which is expected to support prices throughout the year.

The E Fund Chemical Industry ETF (516570, OTC link A/C: 020104/020105) bundles leading companies in oil and petrochemicals, such as Sinopec, PetroChina, and Wanhua Chemical, tracking the CSI Petrochemical Industry Index, which closely resembles a “dumbbell” strategy within the petrochemical sector. It also includes high-dividend and high-growth component stocks, maintaining a leading performance among comparable chemical industry indices since 2023.

The management and custody fee rate for the ETF is 0.15% + 0.05% per year, significantly lower than similar ETFs in the petrochemical sector. This lower fee can effectively reduce costs for investors, providing a higher cost-performance ratio to capitalize on the positive supply-demand dynamics and growth opportunities in the petrochemical industry!