政策定调+技术突破+需求复苏！煤炭ETF（515220）年内涨超10%

Group 1 - The coal industry is benefiting from technological breakthroughs and policy regulation, with significant developments in mining technology and a focus on improving product quality while phasing out outdated production capacity [1] - Recent increases in coal demand and high oil-coal price differentials have been noted, with domestic power plants experiencing higher daily consumption and rising coal prices [1] - The National Development and Reform Commission has emphasized the need to control production and improve quality, while the Central Financial Committee has called for the regulation of low-price competition among enterprises [1] Group 2 - The coal ETF (515220) is the only ETF tracking the coal industry, covering leading companies across various segments such as thermal coal, coking coal, and coal chemicals, and is recognized as a high-dividend defensive investment tool [2] - The ETF has a scale of 4.63 billion yuan and is becoming a "cash cow" in the market, reflecting strong industry representation [2]