Group 1 - The steel industry is expected to maintain stable or slightly increasing demand due to support from "steady growth" policies, with factors such as real estate stabilization, steady infrastructure investment, ongoing manufacturing development, and high steel exports contributing to this outlook [1] - On the supply side, the steel supply is anticipated to tighten under the expectation of price control policies, and the industry's concentration is expected to continue increasing, leading to a generally stable supply-demand situation in the industry [1] - Overall, the industrial landscape of the steel sector is expected to improve steadily [1] Group 2 - The Steel ETF (515210) tracks the CSI Steel Index (930606), which reflects the overall performance of publicly listed companies in the steel industry, including both ordinary and special steel [1] - The index consists mainly of steel manufacturing companies, exhibiting strong cyclical characteristics, and the industry allocation is primarily focused on raw materials, highlighting the close relationship between the steel industry and market dynamics as well as economic cycles [1]
"稳增长"政策支持,全市场唯一钢铁ETF(515210)连续4日净流入近3亿元,一键布局【钢铁板材+特钢+金属制品】
Mei Ri Jing Ji Xin Wen·2025-11-07 08:18