Chemical ETF Penghua rises over 1%, institutions say structural opportunities stand out in the chemical sector

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Chemical ETF Penghua (159870) rose 1.07%, with the latest price at 0.76 yuan. In news, Asia-Potash International expects net profit attributable to shareholders of the listed company for the first half of 2026 to be between 1.285 billion and 1.5 billion yuan, a year-on-year increase of 50.31% to 75.46%, mainly due to the commissioning of the Xiaodongbu production line driving up potash fertilizer output and sales volumes, as well as higher potash fertilizer prices. Huatai Securities believes that under multiple variables such as AI-driven demand, a retreating oil price center, geopolitical reshaping of supply chains, and a low interest rate environment, structural opportunities in the chemical industry are standing out. It suggests paying attention to semiconductor material demand driven by the explosion of AI computing power, downstream restocking trends after oil prices stabilize, domestic substitution opportunities brought by geopolitical conflicts, and the appeal of high-dividend assets in a low interest rate environment. As of 09:40 on July 17, 2026, the CSI Subdivision Chemical Industry Theme Index (000813) rose 0.81%, with constituent stocks Asia-Potash International up 4.40%, Hengyi Petrochemical up 3.34%, Baofeng Energy up 2.92%, Yangnong Chemical up 2.73%, and Luxi Chemical up 2.69%.

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