Chemical ETF rises nearly 1%, domestic chemical companies initiate a price adjustment wave

GateUser-bd883c58 · 2026-03-30T09:45:11+00:00

Ask AI · Will the chemical price hike trend trigger a new inventory cycle?From a news perspective, recently, international crude oil prices have remained volatile at high levels. Domestic chemical companies are actively adjusting their prices, with the price adjustment wave spreading from upstream basic chemicals to downstream end products, highlighting the industry’s cost transmission effects. According to statistics, as of March 15, about 60% of chemical products increased in price that week, a month-on-month rise of 4.55%. Among them, acrylic acid, p-nitrochlorobenzene, and methionine saw the largest increases, at 90.7%, 80.3%, and 56.3%, respectively.CITIC Construction Investment Securities pointed out that, driven by post-holiday restart and rising oil prices, the trend of price increases is spreading. The upward movement of oil prices is beginning to transmit to midstream products. We remain optimistic that the rise in oil prices at the cycle bottom will lead to price increases and inventory reduction, potentially triggering a new inventory cycle.As of 13:33 on March 20, 2026, the CSI Sub-Industry Chemical Industry Theme Index (000813) on

GateUser-bd883c58

2026-03-30 09:45:11

Ask AI · Could the chemical goods price hike wave trigger a new inventory cycle?

In terms of news, recently, international crude oil prices have remained in a high-range, volatile pattern. Domestic chemical companies have successively launched price-adjustment models. From upstream basic chemical products to downstream terminal products, the price-hike wave is spreading, and the industry’s cost-transmission effect has become more pronounced. According to statistics, as of March 15, about 60% of chemical products saw price increases that week, up 4.55% month over month. Among them, acrylic acid, 4-nitro chlorobenzene, and methionine led the gains, rising 90.7%, 80.3%, and 56.3%, respectively.

CITIC Securities stated that, driven by post-holiday production restart plus oil prices moving higher, the price increases are spreading across product categories. The rise in oil prices has begun to transmit to midstream products. We continue to look favorably at how, at the bottom of the cycle, an uptick in oil prices brings about destocking via price increases, and that a new inventory cycle may be expected to start.

As of March 20, 2026 at 13:33, the CSI Chemical Subsector Industry Theme Index (000813) was up 0.54%. Among constituent stocks, Xingyuan Materials rose 8.21%, Tianci Materials rose 6.72%, Sinobest (Xinzhou) rose 6.51%, Enjie Shares rose 5.37%, and Salt Lake Shares rose 5.04%. The Chemical ETF (159870) was up 0.70%, with the latest price at 0.87 yuan.

The Chemical ETF closely tracks the CSI Chemical Subsector Industry Theme Index. The CSI Chemical Subsector Industry Theme Index Series consists of 7 index lines, such as subsector nonferrous metals and subsector machinery. The index selects securities of listed companies with relatively larger scale and better liquidity from the relevant subsectors as index samples, to reflect the overall performance of listed companies’ securities in the related subsectors.

Data shows that, as of February 27, 2026, the top ten weighted stocks of the CSI Chemical Subsector Industry Theme Index (000813) are Wanhua Chemical, Salt Lake Shares, Zangge Mining, Tianci Materials, Hualu Hengsheng, Yunnan Yun Tianhua, Juhua Co., Hengli Petrochemical, Baofeng Energy, and Rongsheng Petrochemical. The combined share of the top ten weighted stocks is 45.18%.

Chemical ETF (159870), over-the-counter connect (A: 014942; C: 014943; I: 022792).

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