钢铁基本面有望逐步修复，钢铁ETF（515210）收涨超1.7%

Group 1 - The steel industry's fundamentals are expected to gradually improve, with the steel ETF (515210) rising over 1.7% on February 11 [1] - Demand is anticipated to stabilize while supply is expected to continue contracting. Since 2021, the decline in new real estate projects has led to a decrease in the proportion of steel demand from the real estate sector, with the negative impact of real estate on steel demand significantly weakening [1] - Steel demand from infrastructure and manufacturing sectors is expected to grow steadily. Currently, about 60% of steel companies are operating at a loss, indicating that market-driven supply adjustments are beginning to occur [1] Group 2 - The steel ETF (515210) tracks the CSI Steel Industry Index (930606), which selects listed companies involved in various steel sectors to reflect the overall performance of the steel industry [1]