Your current location:Home > Latest news text

巨星秀

化工板块猛攻，锂电、钾肥龙头齐涨！海外储能订单爆发，下半年量价修复空间打开？_我的网站

钢铁侠3

一 |

Xiaoyi who is hospitalized Photo: Screenshot from media reportsA 20-year-old woman survived a fall from the 18th floor following an argument with her boyfriend after her fall was cushioned by trees, according to domestic media outlets.
The woman Xiaoyi (pseudonym) hails from Southwest China's Yunnan Province and lives in Jiaxing, East China's Zhejiang Province. Her family alleges her boyfriend played a role in the incident, adding that she suffered violence and coercive control throughout her two-year romantic relationship with her boyfriend.
Li said Xiaoyi jumped after discovering her boyfriend was cheating and proposed a breakup, which triggered a fierce quarrel, and that the boyfriend locked all the doors from the inside, domestic media outlet Dahe Daily reported.
"She said she was completely broken down and desperate, and just like that, in an instant, she jumped,"Li recalled, saying that the incident occurred at around 4:15 am.
Li also said that Xiaoyi and her boyfriend had known each other for about two years, and they frequently argued, so much so that the local police had even mediated between them on multiple occasions.
Though she survived the fall, Xiaoyi suffered serious injuries with severe damage to her internal organs and skeletal system. She remained comatose for a week after being hospitalized and has since regained full consciousness and gave a statement to the police, Dahe Daily reported.
Looking back now, Xiaoyi said she deeply regrets her decision to jump, adding that she should not have argued that day, let alone acted impulsively and done something so foolish, reported Jiupai News, affiliated with the Changjiang Daily.
According to Li, the boyfriend only paid more than 20,000 yuan ($2,946) in medical bills on the day of the accident, and he denied any responsibility for what had happened later, claiming "let the police sort everything out." In addition, he demanded Xiaoyi pay back over 10,000 yuan he spent during their relationship, Sichuan Daily reported.
Citing Sun Shunfa, a lawyer from Haoda Law Firm in Southwest China's Sichuan Province, Sichuan Daily reported that the boyfriend may be required to bear a portion of the civil compensation liability, but would not be primarily responsible.
Sun also noted that if the police investigation determines that the man had engaged in unlawful detention or deprivation of personal liberty before the incident, and if Xiaoyi is ultimately assessed as having suffered severe injuries, the boyfriend could face criminal penalties.
Global Times
。　　化工板块今日（8月26日）震荡走强，锂电、钾肥、石化等细分板块涨幅居前。截至收盘，星源材质涨超6%，藏格矿业、东方铁塔、亚钾国际、荣盛石化涨超4%，杭氧股份、君正集团、龙佰集团等亦涨幅居前。

二 | 　　消息面上，锂电产业链排产持续回暖，行业数据显示9月国内锂电全市场排产预计环比增长9.2%，海外储能订单集中释放，多家电池企业收获海外储能大额订单，部分电芯价格出现企稳回升迹象。　　有分析指出，海内外储能需求保持高景气，叠加年底出口旺季，下半年产业链排产有望持续抬升，储能、动力电池环节具备量价修复空间。还有机构表示，光伏行业需求逐步触底，供给侧落后产能加速出清，行业竞争转向技术比拼，具备技术与格局优势的龙头盈利有望率先修复。　　从估值方面来看，数据显示，截至昨日（8月25日）收盘，化工ETF华宝（516020）标的指数细分化工指数市净率为2.46倍，位于近10年来45.4%分位点的相对合理位置（数据来源：Wind），具备较好的中长期配置性价比。　　细分化工指数近5个完整年度收益率分别为：2025年：41.09%；2024年：-3.83%；2023年：-23.17%；2022年：-26.89%；2021年：15.72%。细分化工指数近5个完整年度波动率分别为：2025年：20.43%；2024年：30.05%；2023年：15.07%；2022年：24.99%；2021年：32.02%。　　展望后市，国海证券认为，化工进入击球区，看好全球供给反内卷大周期，看好全球AI需求大周期，在化工旺季到来之际，需求的向上将成为重点的边际变量，提升化工企业的盈利能力。

三 | 此时，应重点关注需求、价值、供给三管齐下的投资机会。

四 | *　　如何把握化工板块反弹机遇？借道化工ETF华宝（516020）布局效率或更高。

五 | 公开资料显示，化工ETF华宝（516020）跟踪中证细分化工产业主题指数，成份股覆盖AI算力、反内卷、机器人、新能源等热门主题。场外投资者亦可通过化工ETF联接基金（A类012537、C类012538）布局化工板块。　　来源：沪深交易所等，截至2026.8.26。　　费率说明：投资者在申购或赎回基金份额时，申购赎回代理券商可按照不超过0.5%的标准收取佣金，其中包含证券交易所、登记机构等收取的相关费用。化工ETF华宝不收取销售服务费。　　机构观点来源：国海证券8月23日基础化工行业周报《乙二醇、正丁醇价格上涨，看好全球化工反内卷大周期+AI需求大周期》。　　化工ETF联接A申购费率为：100万元以下，1%；100万元（含）-200万元，0.6%；200万元（含）以上，每笔1000元。赎回费率为：7天以内，1.5%；7天（含）-180天，0.5%；180天（含）-以上，0%。　　化工ETF联接C赎回费率为7天以内，1.5%；7天（含）-以上，0%。销售服务费率为0.2%。　　风险提示：化工ETF华宝被动跟踪中证细分化工产业主题指数，该指数基日为2004.12.31，发布于2012.4.11。指数成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。文中提及个股仅为指数成份股客观展示列举，不作为任何个股推荐，不代表基金管理人和基金投资方向。任何在本文出现的信息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负责。另，本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议，亦不对因使用本文内容所引发的直接或间接损失负任何责任。投资人应当认真阅读《基金合同》、《招募说明书》、《基金产品资料概要》等基金法律文件，了解基金的风险收益特征，选择与自身风险承受能力相适应的产品。

六 | 基金的过往业绩并不预示其未来表现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证。根据基金管理人的评估，化工ETF华宝风险等级为R3-中风险，适宜平衡型（C3）及以上的投资者，适当性匹配意见请以销售机构为准。销售机构（包括基金管理人直销机构和其他销售机构）根据相关法律法规对以上基金进行风险评价，投资者应及时关注基金管理人出具的适当性意见，各销售机构关于适当性的意见不必然一致，且基金销售机构所出具的基金产品风险等级评价结果不得低于基金管理人作出的风险等级评价结果。基金合同中关于基金风险收益特征与基金风险等级因考虑因素不同而存在差异。投资者应了解基金的风险收益情况，结合自身投资目的、期限、投资经验及风险承受能力谨慎选择基金产品并自行承担风险。