全市场唯一钢铁ETF（515210）涨超1.3%，龙头竞争优势与盈利能力凸显

Group 1 - The core viewpoint of the article highlights that the only steel ETF (515210) has risen over 1.3%, indicating the competitive advantages and profitability of leading companies in the steel industry [1] - As the real estate sector declines, the demand for steel from this sector continues to decrease, while demand from infrastructure and manufacturing is expected to grow steadily [1] - The market is beginning to see a clearing of supply, and it is anticipated that the fundamentals of the steel industry will gradually improve [1] Group 2 - In the long term, the increase in industry concentration and the promotion of high-quality development are seen as inevitable trends for the future of the steel industry [1] - Under the backdrop of stricter environmental regulations, ultra-low emission transformations, and carbon neutrality, the competitive advantages and profitability of leading companies will become more pronounced [1] - 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]