Chemical ETF from Fullgoal jumps over 3%, shares rise by 3.468 billion this year

Industry
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Summary · why it matters

The Chemical ETF from Fullgoal, ticker 516120, surged more than 3% in afternoon trading on July 14, with intraday turnover reaching 100 million yuan. Its shares have increased by 3.468 billion this year, bringing the latest size and total shares to 4.313 billion yuan and 5.237 billion shares respectively. The basic chemical sector rallied broadly, with Hebang Biotechnology and Hengyi Petrochemical hitting the 10% daily limit up. Dongcai Technology, Satellite Chemical, Eastern Shenghong, and Tongkun Group rose over 6%, and more than 70% of constituent stocks closed higher. On the supply side, domestic chemical companies remain cautious in capital expenditure, while overseas outdated capacity is being phased out at a faster pace. The full implementation of the dual control policy on carbon emissions is constraining new capacity. On the demand side, downstream inventories have fallen to historical lows, and the restocking cycle is expected to accelerate. Research institutions believe 2026 could mark the start of a new upward cycle, and they are bullish on the release of restocking demand for chemicals both at home and abroad in the second half of 2026, along with an improvement in industry earnings. The Chemical ETF from Fullgoal and its feeder fund closely track the CSI Subdivision Chemical Industry Theme Index, focusing on cyclical sectors such as chemical products, agrochemicals, chemical raw materials, and refining and trading.

Impact on stocks 7

Theme Impact 1

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