The chemical sector continued to climb, with Chemical ETF Penghua rising 1.73% to 0.88 yuan, while the CSI Subdivided Chemical Industry Theme Index gained 1.98%. Institutions noted that some traditional cyclical chemical products are at low valuations after earlier adjustments, with leading companies posting solid earnings and offering good value. Meanwhile, the long-term logic for tech materials such as AI remains intact, and pullbacks provide entry opportunities. As of June 30, the top ten constituents of the index accounted for 43.96% of the total weight, including Wanhua Chemical and Qinghai Salt Lake Industry.
Qinghai Salt Lake Industry Co.LtdMentioned as a top constituent with solid earnings and low valuation, implying undervaluation.
Wanhua Chemical Group Co LtdMentioned as a top constituent with solid earnings and low valuation, implying undervaluation.
Dezhan HealthCare Co Ltd