钢铁ETF（515210）昨日净流入超0.8亿，产业集中度与需求企稳受关注

Group 1 - The long-term development trend of the steel industry is the improvement of industry concentration and high-quality development, with steel companies that have product structure and cost advantages benefiting [1] - Under the backdrop of stricter environmental regulations, ultra-low emission transformations, and carbon neutrality, leading companies will see their competitive advantages and profitability become more pronounced [1] - Demand for steel in infrastructure and manufacturing is expected to grow steadily, with steel exports maintaining year-on-year growth from January to July, indicating that steel demand is gradually stabilizing [1] Group 2 - The steel ETF (515210) tracks the CSI Steel Index (930606), which selects listed companies involved in both ordinary and special steel businesses from the A-share market to reflect the overall performance of related listed companies [1] - The index constituents cover upstream and downstream enterprises in the steel industry chain, with holdings primarily concentrated in the raw materials sector and evenly distributed across the Shanghai and Shenzhen stock exchanges [1] - Investors without stock accounts can consider the Guotai CSI Steel ETF Connect C (008190) and Guotai CSI Steel ETF Connect A (008189) [1]