全市场唯一钢铁ETF（515210）跌超2%，把握回调机会一键布局“钢铁板材+特钢+金属制品”

Core Insights - The revised 2025 version of the "Steel Industry Capacity Replacement Implementation Measures" introduces stricter regulations on "zombie capacity," prohibiting the replacement of capacity that has not been built or has operated less than 90 days per year for two consecutive years [1] - New regulations on capacity trading have been established, allowing capacity replacement between different enterprises for iron and steel within two years of the implementation of the measures, after which it will be prohibited [1] Industry Overview - The Steel ETF (515210) tracks the CSI Steel Index (930606), which includes listed companies involved in ordinary steel, special steel, and metal products, reflecting the overall performance of the steel industry [1] - The index consists mainly of steel manufacturing companies, exhibiting strong cyclical characteristics, with a focus on raw materials, indicating a close relationship between the steel industry and market dynamics as well as economic cycles [1]