钢铁ETF（515210）涨超1.4%，政策推动与利润修复预期获关注

Group 1 - The China Iron and Steel Association will hold its 11th council meeting soon, with specific agenda details not disclosed [1] - As of mid-June, the inventory of steel products among key steel enterprises increased by 420,000 tons to 16.21 million tons, but decreased by 140,000 tons compared to the same period last month [1] - The operating rate of 22 H-beam production enterprises rose by 3.23 percentage points to 70.97%, with capacity utilization increasing by 0.9 percentage points to 56.83% [1] Group 2 - The steel industry is experiencing a "not-so-slow" off-peak season, with daily molten iron output reaching 2.4229 million tons, an increase of 23,500 tons year-on-year [1] - The comprehensive price index for ordinary steel decreased by 0.49% week-on-week to 3,344.6 yuan per ton, while the profit per ton of rebar remains at a substantial level of 145 yuan [1] - Social inventory of five major steel products decreased by 0.72% week-on-week to 9.065 million tons, while inventory at factories increased by 1.82% to 4.335 million tons [1] Group 3 - The funding availability rate for construction sites slightly improved to 59.11%, and with the promotion of "stabilizing growth" policies, demand for steel in real estate and infrastructure sectors is expected to marginally improve [1] - Current molten iron production remains high, indicating significant improvement potential for ordinary steel companies' performance, and the industry is likely to see value recovery [1]