Group 1 - The steel industry is showing signs of recovery, with high furnace operating rates remaining stable compared to the previous week, and increases in the operating rates for coking, rebar, and wire rod [1] - The comprehensive steel price index has increased by 4.6% month-on-month, driven by the "anti-involution" policy and a rebound in industrial product prices [1] - Increased funding for infrastructure and a rise in project reserves are expected to support steel demand through marginal improvements in infrastructure [1] Group 2 - The steel ETF (515210) tracks the CSI Steel Index (930606), which includes listed companies involved in steel smelting, processing, and related businesses, reflecting the overall performance of the steel industry [1] - The index covers the entire steel industry chain, including iron ore mining, steel production, and sales, and is closely related to macroeconomic conditions and industry policies [1] - Investors without stock accounts can consider the Guotai CSI Steel ETF Connect C (008190) and Guotai CSI Steel ETF Connect A (008189) [1]
钢铁ETF（515210）上一交易日净流入超1.6亿，行业供需改善支撑市场预期
Mei Ri Jing Ji Xin Wen·2025-07-28 02:51