Chemical ETF Penghua gains over 2.2%, refining, electrolyte, and semiconductor storage see multiple catalysts

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โดย Jiemian·Read original
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Chemical ETF Penghua closed up more than 2.2 percent at 0.78 yuan, with the underlying CSI Chemical Sub-Industry Thematic Index surging 2.25 percent. On the news front, sub-sectors including refining, electrolyte, and semiconductor storage received multiple catalysts. Polyester filament yarn production and sales continued to expand, with the daily average sales ratio estimated at around 150 percent, and institutions are bullish on the profit elasticity brought by the peak season in the third quarter. The average price of the electrolyte additive vinylene carbonate was reported at 200,000 yuan per tonne, up over 40 percent in the past month or so, while the mainstream market price of lithium hexafluorophosphate rose to 103,000 yuan per tonne. Domestic DRAM leader ChangXin Memory Technologies landed on the STAR Market, boosting sentiment recovery in upstream materials for semiconductor storage, benefiting core materials such as tungsten hexafluoride. In addition, the Ministry of Finance and two other departments issued a document to pilot the collection of environmental protection tax on volatile organic compounds in eight industries including chemicals starting from 2027, which is expected to drive related monitoring and treatment demand. Institutions point out that the current sector valuation is at a historical low, and long-term logic such as tightening industry supply and optimizing competitive landscape remains unchanged, with a valuation recovery likely in the third quarter.

Impact on stocks 1

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Off-coverage companies 1

长鑫存储技术（ChangXin Memory Technologies / CXMT）Private± Mixed
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