Group 1 - The steel industry is benefiting from favorable policies such as the elimination of outdated production capacity and regulation of low-price dumping [1] - Anticipation of environmental production restrictions in the Beijing-Tianjin-Hebei region due to the upcoming military parade may lead to significant supply contraction, similar to experiences in 2015 [1] - High-end steel products are expected to benefit from the energy cycle and substitution trends, while the ordinary steel sector shows potential for recovery due to favorable policies and reasonable profitability [1] Group 2 - Investors are encouraged to consider the only steel industry ETF (515210) for exposure to steel plate, special steel, and metal products [1] - For those without stock accounts, a linked fund (008190) is available to capture investment opportunities in the steel sector [1]
钢铁行业“反内卷”获关注,全市场唯一钢铁ETF(515210)规模超30亿元,连续4日净流入超2.3亿元!
Sou Hu Cai Jing·2025-08-26 01:57