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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

A |     　　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。    

    South Korean President Lee Jae Myung meets with Chinese Foreign Minister Wang Yi, also a member of the Political Bureau of the Communist Party of China Central Committee, at Cheong Wa Dae in Seoul, South Korea, Aug. 20, 2026. Photo: XinhuaFresh progress in China-South Korean ties was on display in another high-level exchange held Thursday between the two sides, following mutual visits by the two heads of state within a span of just over two months previously.
Chinese Foreign Minister Wang Yi, who kicked off his visit to South Korea on Wednesday, held talks with President Lee Jae-myung on Thursday, according to the Chinese Foreign Ministry.
The visit by Wang Yi is his first in five years since he last came to Seoul for bilateral talks with his South Korean counterpart in September 2021, according to South Korean media outlet Yonhap News Agency. 
During the meeting, the South Korean president said that South Korea and China should become mutually dependent and mutually beneficial partners with complementary strengths, adding that the two countries need each other in areas such as economy, trade and security, according to the Xinhua News Agency.
Wang Yi, also a member of the Political Bureau of the Communist Party of China Central Committee, said the comprehensive restoration of China-South Korea relations and positive progress made since the beginning of this year have demonstrated that a rational, pragmatic and positive policy toward China fully serves South Korea's interests and is in keeping with the trend of the times. 
During the visit, Wang also met with South Korean Foreign Minister Cho Hyun and Wi Sung-lac, South Korea's top presidential national security advisor.
Chinese analysts regard the latest senior-level engagements as "building on the past and paving the way for the future." Coming at a critical juncture amid shifting regional dynamics, it serves as a tangible follow-up to the two heads of state's efforts to restore bilateral ties and reflects the growing maturity of relations, they said.
Opportunity for greater progress
During the meeting, Lee told Wang Yi that he was glad to see China-South Korea relations improving and developing rapidly, with strong growth momentum in economic and trade cooperation. While highlighting that people-to-people exchanges between the two countries are expected to exceed 10 million this year, Lee said that South Korean public perceptions of China are improving and there are growing expectations for strengthening comprehensive cooperation with China, per Xinhua. 
Lee added that he looks forward to visiting China's Shenzhen City in November for the 2026 APEC Economic Leaders' Meeting, calling it an important opportunity to work with China to advance the South Korea-China strategic cooperative partnership to a new level.
In his turn, the Chinese top diplomat told President Lee that he hopes South Korea will firmly pursue a friendly policy toward China and take the 35th anniversary of the establishment of diplomatic relations between the two countries next year as an opportunity to make greater progress in the China-South Korea strategic cooperative partnership.
Wang also noted that China is ready to share development opportunities with all countries, especially its neighbors. Amid growing global economic fragmentation and rising trade protectionism, Wang pointed out that China and South Korea should set an example by concluding the second phase of Free Trade Agreement (FTA) negotiations at an early date to promote regional economic integration and universally beneficial and inclusive economic globalization.
Since the two countries established diplomatic relations in 1992, their bilateral trade volume has increased more than 60 times. China has remained the South Korea's largest trading partner for 21 consecutive years, according to the Xinhua.
According to a Wednesday report by South Korean newspaper The Korea Herald, Seoul has also described Wang Yi's trip as an opportunity to build on the recent improvement in bilateral relations and prepare for further high-level exchanges.
Wang Junsheng, a researcher at the Chinese Academy of Social Sciences' National Institute of International Strategy, told the Global Times that this visit is anchored in key consensus forged during the reciprocal state visits by the two countries' heads of state. Wang Yi's trip can be seen as translating leaders' consensus into concrete action, and deepen exchanges and cooperation at all levels, he noted.
He also viewed the visit as encompassing coordination with Seoul on future preparations for November's APEC meeting, as Lee is expected to attend. 
After previous setbacks, China-South Korea relations have recovered across political, economic, diplomatic and security spheres following the leaders' meetings, Yang Xiyu, a senior research fellow at the China Institute of International Studies, told the Global Times on Thursday.
"The highlight of Wang Yi's visit this time could be summarized as steady progress in the maturity of China-South Korea relations, laying firmer ground for expanded cooperation and difference management ahead," Yang added.
Hand in hand 

On the international and regional front, Lee said that amid the current international situation, stronger strategic cooperation between South Korea and China serves the fundamental interests of both countries and is important for regional peace and stability, per Xinhua. 
Wang Yi told Lee that as an important force for maintaining world peace, China consistently advocates the political settlement of international and regional conflicts through dialogue, adding that China is also a major stabilizing force, providing valuable certainty for the world.
During the Thursday meeting with Wi Sung-lac, South Korea's top presidential national security advisor, Wang Yi also expressed hope that South Korea will pursue genuine strategic autonomy, refrain from bloc confrontation or taking sides, and develop its relations with China, the US and other major countries in a mutually compatible manner, per Xinhua. 
Wang Yi stressed that it is necessary to remain highly vigilant against the rhetoric and actions of Japan's right-wing forces that seek to turn back the wheel of history, and that the resurgence of Japanese militarism must never be allowed.
The Chinese top diplomat called on all parties to do more to facilitate the resumption of dialogue and restoration of mutual trust, expressing hopes that the Korean Peninsula will move toward peaceful coexistence between South Korea and the DPRK, ultimately achieving lasting peace and stability on the Korean Peninsula, Xinhua reported. 
Yang told the Global Times that China is entering a new stage of development, while South Korea in effect stands at a crossroads amid shifts on regional security. For both countries, deepening cooperation is therefore of great significance, and the two sides will need to demonstrate greater political sincerity to expand cooperation and manage differences.
As long as the two sides uphold the vision of a shared future and maintain their independence, China-South Korean relations at this historic juncture can embark on a more solid, fruitful development path that benefits both nations, Yang continued.
He added that stable China-South Korea relations can reduce the risk of confrontation among Northeast Asian countries, build a solid regional cooperation framework, as well as serve as a model in the region.
Looking at the broader international landscape, conflicts persist in the Middle East and elsewhere, while protectionism and unilateralism are on the rise, disrupting and even severing global supply chains. Against this backdrop, China-South Korea cooperation is vital not only to maintaining stable regional supply chains but also to supporting stability at the global level, Wang Junsheng said. 
Progress in China-South Korea cooperation will generate multiplier effects benefiting both countries and the wider region, while injecting positive momentum into the global economy amid rising protectionism, Yang echoed.
On the first day of his trip on Wednesday, Wang Yi met with Cho Hyun, who said in an X post on Thursday that they walked together along the Dasan Seongguwak-gil trail in Namsan and continued their conversation from yesterday.
"Despite the lingering late-summer heat, I hope walking along the trail — where the historical fortress wall, Namsan's lush forest, and Seoul's cityscape blend seamlessly —offered Minister Wang, an avid hiker, a memorable experience. For me, it was indeed a meaningful time to deepen our friendship too," he wrote. 
Embracing China means embracing the future, and going hand in hand with China means going hand in hand with opportunities, Wang Yi said during the meeting with Lee. 
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B | 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。

C | 　　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%。

D | 　　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。此时，应重点关注需求、价值、供给三管齐下的投资机会。*　　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。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》。

E | 　　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。

F | 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%。

G | 　　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。

H | 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。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。中国证监会对以上基金的注册，并不表明其对本基金的投资价值、市场前景和收益做出实质性判断或保证。基金投资须谨慎。责任编辑：杨红卜。

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