Chemical Industry ETF (159870) exceeded 1.4 billion in intraday trading volume. Phosphate chemical enterprises' final export quotas are expected to open, and the subsequent arbitrage space for export quota trading is anticipated to expand.

NightAirdropper · 2026-03-16T18:20:08+00:00

Chemicals sector experienced morning volatility and adjustments. Institutions pointed out that Chemicals ETF (159870) declined today primarily because phosphate fertilizers and urea export restrictions damaged the logic of midstream pure processing enterprises in the short term. ( High external phosphate ore procurement costs combined with elevated sulfur prices currently compress profit margins under dual pressures ), but related enterprises will eventually open up export quotas, which will expand arbitrage opportunities from export quota spreads.As of March 16, 2026, 11:30 AM, regarding the constituent stocks of the CSI Chemicals Subdivision Industry Theme Index (000813), Luxi Chemical led declines with a drop of 8.81%, Ya K International fell 7.82%, Hongda Stock dropped 6.83%, Yanhu Stock decreased 6.36%, and Hualu Hengsheng declined 6.06%. Chemicals ETF (159870) fell 3.34%, with the latest quote at 0.93 yuan.In terms of liquidity, Chemicals ETF had intraday turnover of 4.07% with trading volume of 1.406 billion yuan.

NightAirdropper

2026-03-16 18:20:08

The chemical sector experienced early morning fluctuations and adjustments. Institutions point out that the main reason for the decline in the Chemical ETF (159870) today is the restriction on exports of phosphate fertilizers and urea, which short-term damages the logic of midstream pure processing companies (high costs for imported phosphate ore + high sulfur prices currently, compressing profit margins under dual pressures). However, related companies will eventually loosen export quotas, increasing the space for export quota arbitrage.

As of 11:30 on March 16, 2026, in the CSI Sub-Industry Chemical Industry Theme Index (000813), the constituent stocks saw West China Chemical lead the decline with an 8.81% drop, International Potash fell 7.82%, Hongda Co. dropped 6.83%, Salt Lake Co. declined 6.36%, and Hualu Hengsheng decreased 6.06%. The Chemical ETF (159870) fell 3.34%, with the latest price at 0.93 yuan.

In terms of liquidity, the Chemical ETF had a turnover rate of 4.07% during the trading session, with a transaction volume of 1.406 billion yuan. Looking at a longer period, as of March 13, the average daily trading volume of the Chemical ETF over the past month was 1.914 billion yuan.

The Chemical ETF closely tracks the CSI Sub-Industry Chemical Industry Theme Index. The CSI Sub-Industry Series consists of seven indices, including non-ferrous metals and machinery, each selecting large-cap and highly liquid listed companies from relevant sub-industries as index samples to reflect the overall performance of listed companies in those sub-industries.

Data shows that as of February 27, 2026, the top ten weights in the CSI Sub-Industry Chemical Industry Theme Index (000813) are Wanhua Chemical, Salt Lake Co., Zangge Mining, Tianci Materials, Hualu Hengsheng, Yuntianhua, Juhua Co., Hengli Petrochemical, Baofeng Energy, and Rongsheng Petrochemical, collectively accounting for 45.18% of the total index weight.

The Chemical ETF (159870) has over-the-counter connections (A: 014942; C: 014943; I: 022792).

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.