全市场唯一钢铁ETF（515210）涨超1.2%，钢价上行仍可期，板块配置正当时

Core Viewpoint - The steel price is expected to rise, and it is an opportune time for sector allocation, supported by the initiation of central safety production assessments which will stabilize market confidence and positively influence steel price trends [1] Group 1: Market Conditions - The impact of overseas tariffs is minimal for general steel companies due to their low export ratios, and the "stabilizing growth" policies from the government are likely to marginally improve steel demand from the real estate and infrastructure sectors [1] - Current profits per ton of general steel are substantial, and in the context of the industry's "anti-involution" trend, there is significant room for performance improvement among general steel companies [1] Group 2: Investment Opportunities - The steel ETF (515210) tracks the CSI Steel Index (930606), which selects relevant listed companies in the steel industry from the Shanghai and Shenzhen markets to reflect the overall performance of the steel sector [1] - The index includes major sub-sectors such as general steel and special steel, exhibiting significant cyclical characteristics closely related to macroeconomic cycles [1]