钢铁ETF（515210）昨日净流入超2.2亿，螺纹钢价格回升或提振板块预期

Group 1 - The core viewpoint is that rebar prices have reached a new high since April, with a week-on-week increase of 0.93%, and national blast furnace capacity utilization has risen by 0.99 percentage points to 90.89% [1] - The price difference between medium-thick plates and rebar is at a relatively high level, with the price difference between hot-rolled and rebar being 110 yuan per ton [1] - The Ministry of Industry and Information Technology revised the "Steel Industry Normative Conditions" in February 2025, implementing a two-tier evaluation system, which is expected to help restore steel sector profitability to historical average levels under the policy direction of better adapting supply to demand changes [1] Group 2 - The Steel ETF (515210) tracks the CSI Steel Index (930606), which selects listed companies involved in the entire industrial chain of iron ore mining, steel smelting, and product manufacturing to reflect the overall performance of the steel industry [1] - The index serves as an important reference indicator for observing the development trends of the Chinese steel industry, covering key upstream, midstream, and downstream segments of the steel industry chain [1] - Investors without stock accounts can consider the Guotai CSI Steel ETF Connect C (008190) and Guotai CSI Steel ETF Connect A (008189) [1]