全市场唯一钢铁ETF(515210)连续5日净流入超3亿元，机构：钢铁行业基本面有望逐步修复

Group 1 - The core viewpoint is that steel demand is expected to stabilize while supply is anticipated to continue contracting, with infrastructure and manufacturing sectors showing steady growth in steel demand [1] - From January to July, steel exports maintained a year-on-year growth, indicating a positive trend in overall steel demand [1] - The steel industry has been experiencing losses since Q3 2022, leading to a market-driven supply adjustment, which is expected to continue [1] Group 2 - The recently released "Steel Industry Stabilization Growth Work Plan (2025-2026)" emphasizes the continuation of production reduction policies, aiming to support advanced enterprises and phase out inefficient capacities, thereby promoting a dynamic balance between supply and demand [1] - The fundamental outlook for the steel industry is expected to gradually improve as supply-side contraction is maintained [1] - Investors interested in the steel sector can consider the only ETF tracking the steel industry (515210) for exposure to steel plates, special steel, and metal products [1]