煤炭ETF（515220）昨日净流入超5.7亿元，供需双弱格局下煤价企稳预期增强

Group 1 - The coal ETF (515220) saw a net inflow of over 570 million yuan yesterday, indicating strong investor interest in the coal sector [1] - In the thermal coal market, high temperatures have led to an optimized supply-demand relationship, with port coal inventories continuing to decrease and port coal prices rising [1] - Production in Shanxi region shows a tightening capacity utilization rate, while transportation is affected by the cost inversion from production areas to ports, leading to a decrease in market shipments [1] Group 2 - The price advantage of Indonesian coal has recovered, with increased tenders for low-calorie Indonesian coal, while Australian coal remains tight with rising prices [1] - Power plants are continuing to replenish inventories in response to high temperatures, which boosts daily consumption and thermal power demand, positively impacting thermal coal consumption and prices [1] - For coking coal, supply has rebounded this week with an increase in capacity utilization rates, while iron and steel production remains high, providing some support for demand [1] Group 3 - Coking coal prices have seen some increases, but future price growth is expected to be limited due to anticipated production recovery in coal mines and the seasonal downturn in steel demand [1] - Coking enterprises are experiencing cost increases due to rising coking coal prices, which has led to a decrease in production enthusiasm [1] - Coking coal inventories at production enterprises have significantly decreased, indicating a tightening supply situation [1] Group 4 - The coal ETF tracks the China Securities Coal Index, which reflects the overall performance of listed companies involved in coal mining, processing, and related businesses [2] - The index is representative of the coal industry and covers companies of various sizes, showcasing significant market influence [2]