钢铁ETF（515210）盘中涨近1.9%，供给侧改革与需求改善预期共振

Group 1 - The core viewpoint is that the steel price is expected to remain strong due to ongoing production cut expectations and supportive government policies aimed at reducing excess capacity in the steel industry [1] - The Central Economic Committee emphasized the orderly exit of outdated production capacity during its sixth meeting on July 1, and the Ministry of Industry and Information Technology announced a new round of growth stabilization plans for key industries, including steel [1] - The upcoming military parade is anticipated to enhance production cut expectations, drawing parallels to the significant production restrictions imposed during the 2015 parade in the Beijing-Tianjin-Hebei region, which provided support to the supply side [1] Group 2 - Current profits for ordinary steel are substantial, and under the backdrop of "anti-involution" policies, there is considerable room for performance improvement among ordinary steel companies [1] - The trend towards high-quality economic development is expected to benefit high-end steel products, influenced by energy cycles and substitution effects [1] - The Steel ETF (515210) tracks the CSI Steel Index (930606), which selects representative listed companies in the steel industry from the A-share market, reflecting the overall performance of the steel sector [1]