The mid- to long-term outlook for the chemical industry’s cyclical prosperity is expected to improve. Continue to focus on the ETF of the chemical sector, E Fund (516570), for its allocation value.

2026-04-01 09:01:52

This week, the CSI Petrochemical Industry Index fell 9.2%, and the CSI Rare Earth Industry Index fell 10.5%.

Huatai Securities noted that, in the long term, driven by incremental demand such as the withdrawal of high-energy-consumption facilities in Europe and the U.S., and economic growth in Asia, Africa, and Latin America, exporting overseas has become an important engine for growth in China’s chemical industry. Industry capital expenditure growth has been declining continuously since June 2025. With optimization on the supply side, industry conditions in 2026 are expected to improve.

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