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全市场唯一钢铁ETF(515210)盘中涨超2%,规模超33亿元,近5日净流入超12亿元!
Sou Hu Cai Jing·2025-07-29 06:59

Group 1 - The Ministry of Industry and Information Technology will implement a new round of growth stabilization plans for ten key industries, including steel, non-ferrous metals, petrochemicals, and building materials [1] - The financial policies supporting new industrialization will be improved in collaboration with relevant departments, promoting deeper integration of production and finance [1] - Continuous optimization of the business environment in terms of policy, talent, funding, and market will be pursued [1] Group 2 - Xinyu Securities indicates that ultra-low emission transformation may become a key measure in the new round of supply-side reform in the steel industry [1] - By February 2025, the Ministry of Ecology and Environment plans to gradually convert ultra-low emission requirements into mandatory emission standards, compelling traditional industries to upgrade [1] - From 2026, companies that fail to complete full-process transformations may not pass regulatory audits, indicating significant policy-driven effects [1] Group 3 - Regional and cross-regional capacity consolidation and the promotion of electric furnace steel are expected to positively influence the industry's supply-side reform [1] - The only ETF tracking the steel industry (515210) follows the CSI Steel Index, selecting listed companies involved in steel manufacturing, processing, and related services to reflect the overall performance of the steel sector [1] - The constituent stocks cover upstream and downstream enterprises in the steel industry chain, demonstrating significant industry concentration characteristics [1]