“反内卷”主线叠加“金九”将至，钢铁ETF（515210）盘中大涨超3%！关注全市场唯一钢铁ETF（515210）

Group 1 - The steel industry is experiencing a significant increase, with the steel ETF (515210) rising over 3% and nearly 200 million yuan net inflow in the past five days [1] - As the demand for construction materials gradually recovers, the apparent consumption of major steel products increased by 1.60% year-on-year and 2.83% week-on-week, with long products up 4.23% and flat products up 1.86% [1] - The supply side is beginning to clear, indicating that the industry is gradually emerging from the bottom, with expectations for steel demand to stabilize [1] Group 2 - The current round of steel capacity exit is expected to be gradual, while low profitability in downstream manufacturing limits the price increase of steel [1] - The release of upstream raw material capacity and the decline in prices provide opportunities for profit in the steel smelting sector [1] - The steel industry's fundamentals are expected to improve marginally by 2025, with reduced demand drag and declining costs, supported by the "anti-involution" policy [1] Group 3 - The steel ETF (515210) tracks the CSI Steel Index, reflecting the overall performance of listed companies in the steel manufacturing and processing sectors [2] - Investors interested in the steel sector can consider the steel ETF (515210) for exposure to steel plate, special steel, and metal products [2] - For those without a stock account, the steel ETF's linked fund (008190) offers an opportunity to invest in the steel sector [2]