钢铁ETF（515210）近10日净流入超6亿元，行业政策预期支撑行情

Group 1 - The steel ETF (515210) has seen a net inflow of over 600 million yuan in the past 10 days, supported by industry policy expectations [1] - Bohai Securities indicates that as the stable growth policies for the steel industry are gradually implemented, the competitive landscape is expected to improve, potentially enhancing future industry profitability [1] - Demand in sectors such as shipbuilding steel and construction steel is anticipated to increase, with "equipment upgrades" and "low-carbon transformation" expected to become development hotspots for the industry [1] Group 2 - The China Federation of Logistics and Purchasing's survey indicates that the PMI index for the steel industry is projected to be 46.3% by December 2025, reflecting a month-on-month decrease of 1.7 percentage points, suggesting continued tightening in industry operations [1] - The steel ETF (515210) tracks the CSI Steel Index (930606), which selects listed companies in the steel industry from the Shanghai and Shenzhen markets to reflect the overall performance of these securities [1] - The index constituents cover various sub-sectors, including ordinary steel and special steel, exhibiting significant cyclical characteristics [1]