动力煤供需面旺季迎来好转，煤炭ETF（515220）涨超1.6%

Group 1 - The coal ETF (515220) experienced a rebound, rising over 1.6% during the trading session, with a transaction volume exceeding 160 million yuan and a net inflow of over 130 million yuan in the past five days [1] - High temperatures have been reported across regions from the Sichuan Basin to the western Huanghuai area, which is expected to increase seasonal consumption as the subtropical high pressure extends westward [1] - Power plant inventories are at a relatively low level compared to the previous year, with coastal and inland power plants holding 120.06 million tons of coal as of June 18, 2025, which is 5.739 million tons lower than the same period in 2024 [1] Group 2 - The coal supply and demand situation is improving as the peak season approaches, with port coal prices stabilizing at 609 yuan per ton since June 5, and pithead prices beginning to rise [1] - The pithead prices in Shanxi, Inner Mongolia, and Shaanxi have increased by 11.00 yuan/ton, 2.00 yuan/ton, and 10.00 yuan/ton week-on-week, respectively [1] - The overall production and imports remain stable, with an increase in daily consumption at power plants, indicating a gradual recovery in supply and demand [1]