blockchaincutiesnft|行业ETF风向标丨周期板块“开花”,5只化工行业ETF半日涨幅超3%
editor 2024-05-06 14:22:08 Home 24
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On the first trading day after May Day, the three major A-share indexes soared across the board, and the overall performance of the chemical sector was strong. All five chemical industry-related ETF rose more than 3% in half a day, while chemical leader ETF (516220) and chemical industry ETF (516690) rose by 3% respectively.Blockchaincutiesnft.58% and 3.57%.
From the perspective of investment logic, in the near future, the supply and demand side of some chemicals dominated the price, and the overall price center of gravity rose. The prices of polyethylene, polypropylene and polycarbonate products have risen steadily, while the prices of styrene products have risen slightly.
Benefiting from the expansion of the application end of polyurethane materials, the demand for MDI has been stable and improving in the past 20 years, and MDI is still recognized as a high-tech barrier product, and the core technology has not been dispersed. At present, affected by the economic downturn, MDI prices maintain a bottom range shock, but the profit per ton is still considerable. With Wanhua's acquisition of Giant Power and the continuous low operation of overall European production capacity, the supply pattern of MDI is expected to improve in the future. As the demand side is gradually repaired, MDI will become one of the few chemicals that can survive the entire economic cycle.
Comments: chemical leader ETF (516220) and chemical industry ETF (516690) rose 3.58% and 3.57% respectively this morning. Among them, chemical leader ETF (516220) is more active, with a half-day turnover rate of 13.15% and a transaction value of 22.99 million yuan. They track the CSI subdivision chemical industry theme index, as well as chemical ETF (159870), chemical 50ETF (516120) and chemical ETF (516020).
Specifically, the sub-chemical industry theme ETF (159870) closely tracks the sub-chemical industry theme index, which has a large scale, up to 2.778 billion, and can be used as a better tool product to participate in the chemical sector investment. As one of the "old ten" in the fund industry, Penghua Fund began to distribute passive index funds earlier, and its product line is perfect. Yan Dong, a fund manager, has rich experience in passive investment and has excess returns in managed products relative to the benchmark index.
The CSI Chemical Industry Segmentation theme Index (000813.CSI) reflects the overall performance of the securities of listed companies in the relevant chemical industry segments in Shanghai and Shenzhen markets. In terms of market capitalization distribution, it focuses on the high-quality targets of the subdivision industry, and the leading weight of large market capitalization accounts for nearly 50%. In terms of industry distribution, it covers many sub-areas related to the chemical industry, with both cycle and growth, and comprehensively grasp investment opportunities.