ETF日报：近日随着煤价下跌，煤炭板块有所回调，煤炭股息率进一步提升，可关注煤炭ETF

Market Overview - The market showed a mixed performance with the Shanghai Composite Index closing up by 1.26 points, a 0.04% increase, while the Shenzhen Component Index fell by 19.8 points, a 0.19% decrease [1] - The trading volume in both markets decreased by approximately 140 billion compared to the previous day, with around 2,600 stocks experiencing gains and losses [1] Industry Performance - The coal sector experienced a rebound, with the coal ETF (515220) rising by 0.41% after reaching a peak increase of 1.12% [3] - Recent trends indicate stabilization in the prices of thermal coal and coking coal, supported by the approaching summer electricity peak [5][6] - The coal industry is expected to see marginal performance recovery due to improved market expectations and demand-side support from the easing of tariff risks following the recent US-China talks [6][7] Policy and Economic Outlook - The recent US-China summit call has injected new momentum into trade discussions, alleviating short-term concerns over tariff escalations [2] - The Chinese government aims for a GDP growth of around 5% this year, with an increase in local government special bonds to 4.4 trillion yuan, which is expected to boost infrastructure investment and industrial recovery [6] Investment Opportunities - The coal sector's dividend yield is currently at a historical high, making it attractive for long-term investors [7] - The innovation drug sector, particularly the AI-driven pharmaceutical development, shows potential for growth, with the innovation drug ETF (517110) outperforming the industry index by over 17% this year [9][13] - The approval of multiple innovative drugs is expected to enhance industry sentiment and support company performance, making related ETFs worth considering for investment [13]