煤炭ETF（515220）上一交易日净流入超4.6亿，机构称行业供需稳定支撑煤价偏强

Group 1 - The coal industry maintains stable supply and demand, with seasonal demand increase driven by summer electricity peak [1] - The price of thermal coal at Qinhuangdao port increased by 1.06% week-on-week to 628 RMB/ton, while overseas natural gas prices rose by 3.35% [1] - The capacity utilization rate of 247 blast furnaces is at 89.90%, supporting an average daily pig iron output of 2.4079 million tons, indicating resilient downstream demand [1] Group 2 - Port inventories are at high levels, with Qinhuangdao port holding 5.6 million tons and the Bohai Rim ports holding 26.89 million tons [1] - The National Coal Trading Conference on July 10 emphasized the importance of fulfilling long-term contracts for thermal coal and maintaining supply-demand balance [1] - The China Electricity Council forecasts a 5%-6% year-on-year growth in total electricity consumption by 2025, indicating overall balance in power supply and demand [1] Group 3 - The coal ETF tracks the China Securities Coal Index, which reflects the overall performance of listed companies in the coal mining and coal chemical sectors [1] - The index includes leading companies in the coal industry, providing high industry representativeness [1]