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有色矿业盘中拉升,矿业ETF(561330)、有色60ETF(159881)均涨超2.5%
Mei Ri Jing Ji Xin Wen· 2025-07-11 03:30
Group 1 - The core viewpoint of the article highlights the positive impact of the "anti-involution" policy on the mining and steel industries, aiming to prevent homogeneous competition and promote high-end and green transformation [1] - Mining ETFs, including the mining ETF (561330) and non-ferrous 60 ETF (159881), have seen an increase of over 2.5% [1] - The "anti-involution" policy is expected to enhance market sentiment and stimulate the long-dormant inventory cycle, leading to potential trading opportunities and improved supply-demand dynamics in the steel industry [1] Group 2 - Steel inventory has shown a continuous reduction, indicating a passive adjustment characteristic [1] - From 2021 to 2024, the steel industry's ROE and ROA are projected to decline to historical lows due to the downturn in the real estate market [1] - The concentration of capacity in the steel industry and the transition to high-quality green products may further optimize the supply-demand structure, aiding in the recovery of profitability [1]