钢铁ETF（515210）涨近3%，当前规模超33亿元

Group 1 - The steel sector continues to rise, with the steel ETF (515210) increasing by nearly 3%, and a net inflow of over 1.4 billion yuan in the past 10 days, bringing the current scale to over 3.3 billion yuan, indicating strong liquidity [1] - According to the China Iron and Steel Industry Association, from January to June 2025, key steel enterprises reported operating income of 29,985 billion yuan, a year-on-year decrease of 5.79%; operating costs were 28,055 billion yuan, down 6.83% year-on-year; total profit reached 592 billion yuan, up 63.26% year-on-year; the sales profit margin was 1.97%, an increase of 0.83 percentage points year-on-year; and the loss ratio was 23.86%, down 18.19 percentage points year-on-year [1] - Dongfang Securities indicates that the steel sector has mid-term investment value supported by fundamentals in the context of "anti-involution," with expectations of marginal changes in supply side, cost, and profit release, presenting three mid-term favorable logics [1] Group 2 - Investors without stock accounts can seize investment opportunities in the steel sector through the steel ETF's linked fund (008190) [2]