Penghua Chemical ETF rises over 2%, agrochemical and lithium battery materials sectors strengthen

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โดย Eastmoney·Read original
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The Penghua Chemical ETF rose more than 2%, with agrochemical and lithium battery materials sectors showing strong performance. On the news front, recent geopolitical conflicts have disrupted fertilizer transportation, putting global fertilizer supply at risk of interruption, while high temperatures have boosted fertilizer demand. Lithium carbonate prices continue to climb, and most lithium battery companies reported favorable first-half results. As of July 22, the majority of listed companies in the lithium battery industry chain that have disclosed first-half earnings forecasts expect year-on-year growth or a turnaround from losses. Huaan Securities noted that against the backdrop of high oil prices, intensifying cost pressures on mid- and downstream chemical sectors will accelerate the elimination of outdated capacity. The synthetic biology and bio-manufacturing industry chain, driven by dual-carbon policies, energy security, and supply chain restructuring, may see a revaluation of asset values. As of 1:43 PM on July 23, 2026, the CSI Subdivided Chemical Industry Thematic Index surged 2.16%, with constituent stocks such as Dongfang Tower up 7.06%, Enjie Stock up 6.29%, and Salt Lake Stock and Hengyi Petrochemical also rising. The Penghua Chemical ETF gained 2.07%, aiming for a third consecutive day of gains, with the latest price at 0.79 yuan. This ETF closely tracks the CSI Subdivided Chemical Industry Thematic Index, which selects securities of listed companies with relatively large scale and good liquidity from the subdivided chemical industry as samples. As of June 30, 2026, the top ten weighted stocks accounted for 43.96% of the total.

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