资金面看，钢铁ETF（515210）近10日净流入超6亿元，行业政策预期支撑行情。 风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供参 考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构成 投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产品 要素、风险等级及收益分配原则，选择与自身风险承受能力匹配的产品，谨慎投资。 渤海证券指出，随着钢铁行业稳增长政策逐步实施，行业竞争格局改善预期下后续行业盈利水平或得到 提升，未来船舶用钢和建筑用钢等领域需求有望得到提振，"设备更新"和"低碳转型"也有望成为行业发 展热点。基本面看，中物联钢铁物流专业委员会调查发布的2025年12月钢铁行业PMI指数为46.3%，环 比下降1.7pct.，行业运行继续收紧。 每日经济新闻 钢铁ETF（515210）跟踪的是中证钢铁指数（930606），该指数从沪深市场中选取归属于钢铁行业的上 市公司证券作为样本，以反映钢铁行业相关上市公司证券的整体表现。指数成分股覆盖普钢、特钢等多 个细分领域，具有显著的周期性特征。 ...

Core Viewpoint - Hualing Lian Steel is actively promoting green transformation and high-quality development, as demonstrated by their recent employee marathon event, which emphasizes the company's commitment to environmental sustainability and employee engagement [1][3]. Group 1: Event Overview - The "Welcome National Day" employee micro-marathon took place on September 29, with over a thousand employees participating in a 5.5-kilometer race that highlighted the company's environmental initiatives [1]. - The marathon showcased the green landscape of the steel plant, reinforcing the image of a "garden-style factory" [1]. Group 2: Environmental Initiatives - Since the beginning of 2023, the company has invested over 5 billion yuan in environmental upgrades, implementing a three-year action plan for ultra-low emissions [3]. - A total of 112 environmental governance projects have been initiated, focusing on air, water, and solid waste pollution prevention [3]. - The plant's greening rate has reached 40%, and the comprehensive air quality index has improved by 7.11% [3]. Group 3: Green Manufacturing Solutions - The company is developing green manufacturing solutions, utilizing an integrated platform for ultra-low emissions management, optimizing production processes, and enhancing energy efficiency [5]. - Hualing Lian Steel has been recognized as a benchmark enterprise for dual-carbon best practices in the industry [5]. - The introduction of new green steel products, such as shipbuilding steel, supports the low-carbon transformation of inland shipping [5]. Group 4: Employee Engagement and Corporate Image - The marathon event aims to promote green commuting among employees, enhance their sense of achievement and happiness, and foster a spirit of hard work [5]. - This event reflects the company's unwavering commitment to green, low-carbon, and high-quality development, as well as its social responsibility and modern corporate image [5].