感兴趣的投资者可以关注钢铁ETF(515210)，一键布局【钢铁板材+特钢+金属制品】。没有股票账户的 投资者可以通过钢铁ETF的联接基金（008190）把握钢铁板块投资机会。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不 构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相 匹配的产品。基金有风险，投资需谨慎。 每日经济新闻 8月5日，全市场唯一钢铁ETF(515210)收涨超1.5%，规模超30亿元，近10日净流入超9亿元。 长江证券表示，中央政治局会议提出整治企业无序竞争，推进重点行业产能优化，发改委加快推进价格 法修订，明确低价倾销等不正当价格行为的认定标准，重点治理低价倾销行为。政策主线表明反内卷政 策将持续推进，反内卷治理并非一味追求价格上涨，而是通过规范价格行为，避免无序竞争。类比 2016~2018年供给侧改革，政策预期阶段板块走势波折，直到落后产能集中退出时，板块主升浪才逐步 浮现。因此，长期来看，钢铁板块的投资价值仍 ...

钢铁板块跌超3%，钢铁ETF(515210)跌幅为3.56%，成交额1.31亿元，近1月份额增加169.78%，增加14.8 亿份。 ...

Group 1 - The steel sector has seen an increase of over 3% [1] - The steel ETF (515210) has risen by 1.59%, reaching a 60-day high [1] - The trading volume was 33.09 million yuan, which is a 30.07% increase compared to the same time yesterday [1] Group 2 - There has been a net inflow of 9.32 million yuan in financing over the past three days [1] - The trading volume in the last month has decreased by 43.39%, equating to a reduction of 671 million shares [1]

Market Overview - A-shares experienced a collective pullback with the Shanghai Composite Index down 0.09%, Shenzhen Component Index down 0.61%, and ChiNext Index down 1.13% as of the market close on July 2, 2025, with total trading volume reaching 1.377 trillion yuan [1] Sector Performance - The steel and photovoltaic ETFs led the gains, with the steel ETF (515210) rising by 3.69%, and several photovoltaic ETFs, including the leading photovoltaic ETF (516290) and photovoltaic 50 ETF (516880), increasing by over 3% [2] Policy and Industry Insights - The Central Financial Committee's sixth meeting emphasized the orderly exit of backward production capacity, reigniting expectations for supply-side reforms in the steel industry. Stricter emission reduction requirements in Tangshan have weakened raw materials while strengthening steel prices [3] - The photovoltaic sector is buoyed by news of collective production cuts among glass manufacturers, with government media advocating for high-quality development by breaking down "involution" competition. The China Photovoltaic Industry Association is guiding companies to sign voluntary production control agreements to maintain market order and promote sustainable industry development [3] Innovation Drug Market - The innovative drug sector is experiencing a pullback, but the introduction of a multi-tiered medical insurance payment system is expected to expand the innovative drug market. The new commercial health insurance innovative drug directory aims to include high-value innovative drugs beyond basic insurance coverage [4] Credit Bond Market Activity - The credit bond sector is gaining attention, with the top ten ETFs by trading volume led by the Yinhua Daily ETF (511880) at 13.321 billion yuan. Other notable ETFs include the Short-term Bond ETF (511360) and the Shanghai Stock Company Bond ETF (511070), both exceeding 10 billion yuan in trading volume [5] Trading Metrics - The benchmark government bond ETF (511100) recorded the highest turnover rate at 543.16%, with the 5-year local government bond ETF (511060) and the Hang Seng ETF (159312) also showing significant turnover rates [6] New ETF Launch - The Cash Flow ETF Yongyin (159223) is set to launch, closely tracking the National Index of Free Cash Flow. This index focuses on 100 companies with high and stable free cash flow, excluding financial and real estate sectors, and has shown positive returns over the past six years [7]

钢铁板块涨超3%，钢铁ETF(515210)涨幅为2.30%，连涨3天，最新价创30日新高，成交额6007.21万 元，3日融资净流出，净流出537.69万元，近1月份额减少44.51%，减少6.96亿份。 打包市场龙头，抢反弹就买指数ETF>> ...