Group 1 - The steel ETF (515210) saw a net inflow of over 50 million yuan, driven by improved supply and demand expectations for profit recovery [1] - The Ministry of Industry and Information Technology's revised "Steel Industry Normative Conditions (2025 Edition)" aims for a two-tier evaluation of steel enterprises, which is expected to help the steel sector's profitability recover to historical average levels [1] - The current price difference between hot-rolled and rebar steel is at a low of 110 yuan/ton, while the hot and cold-rolled price difference has expanded by 80 yuan/ton to 420 yuan/ton [1] Group 2 - Rebar prices have rebounded by 1.59% from an 8-month low, and the national steel PMI new order index increased by 9.9 percentage points to 51% [1] - The comprehensive gross profit of the steel industry has slightly decreased by 0.65% to 199 yuan/ton [1] - The PB ratio of the general steel sector relative to the Shanghai and Shenzhen markets is at 37.68%, still below the peak level of 2017, indicating potential investment interest [1] Group 3 - The steel ETF (code: 515210) tracks the CSI Steel Index (code: 930606), which is compiled by the China Securities Index Company and reflects the overall performance of listed companies in the steel industry [1]
钢铁ETF(515210)昨日净流入超5000万元,供需改善带动盈利修复预期
Mei Ri Jing Ji Xin Wen·2025-05-23 02:29