煤炭ETF（515220）昨日净流入近0.6亿，供需改善支撑板块预期

Group 1 - The coal ETF (515220) saw a net inflow of nearly 0.6 billion, supported by improved supply and demand expectations [1] - Xinjiang's coal industry has transitioned from manual to automated mining, achieving a production capacity exceeding 500 million tons, with consumption expanding into the chemical raw materials sector [1] - Canada's coal production increased by 41.6% month-on-month in March to 3.816 million tons, with a cumulative production of 10.198 million tons from January to March [1] Group 2 - In May, the coal supply and demand situation gradually improved, with industrial raw coal production reaching 400 million tons, a year-on-year increase of 4.2% [2] - The average daily production of coal remained at a low of 13.01 million tons, while coal imports decreased by 18% year-on-year [2] - The demand side showed a turnaround, with industrial thermal power growth shifting from -2.3% in April to +1.2% in May, while chemical coal consumption maintained high prosperity with methanol production up by 19.9% year-on-year [2] Group 3 - The coal inventory at northern ports decreased by 830,000 tons to 30.245 million tons, providing space for replenishment during the peak season [2] - As of June 13, port coal prices remained stable at 609 yuan per ton, indicating a trend of "supply contraction, demand improvement, and inventory reduction" [2] - The coal ETF (515220) tracks the CSI Coal Index (399998), which reflects the overall performance of listed companies involved in coal mining, trading, and related equipment manufacturing [2]